How to create email chains?

With the iOSXpert plugin ProductivityTools you can create templates for emails in Daylite. As a new feature, you can now also enable HTML templates, create email chains and use the send later feature. This article describes how to create email chains using ProductivityTools within Daylite. Please note that this is only possible in conjunction with Missive!

To create an email chain, please proceed as follows: 

1. In the menu, navigate to Plugins -> ProductivityTools -> Preferences -> Email Templates
   
   
2. Select the Email tab
   
   
   
   
3. Scroll down to Email Chains
   
   
   
   
4. Create a new email chain by clicking on the plus sign
   
   
   
   
5. Assign a name for the email chain and select the object type to which the email chain should be applied (contact, project, opportunity, appointment)
   
   
   
   
6. Select the email chain and use the plus icon under the email templates window to select an existing template
   
   
   
   Please note: At this point, you cannot create a new template for your email chain. You can only select from existing email templates within ProductivityTools.
   
   
7. Select the sending time via the function Days from today
8. Automatically it will show Days from today: 0. If you do not change anything, the first email of the email chain will be automatically sent 15 minutes later
   
   
   
   
9. In case you want to send the mail later, you can manually adjust the number of days and also set the time yourself
   
   
10. By checking the box under Discard on reply, further mails of the email chain will be stopped as soon as the recipient will reply directly to the first email. Thus, this function is only applicable starting from the second mail in the chain, since there must always be an initial mail to which a reply can be made (i.e. mail 1 in the chain)
    
    
    
    
11. If you want to add more mails to your email chain, you can select another template via the plus symbol under Email Templates
    
    
    
    
12. Repeat step 7-10 to define the sending time and other settings for the remaining mails in your chain
    
    Please note: Each chain can have only one object type (contact, project, opportunity, appointment). If some email templates are grayed out, you will not be able to select them because the selected template contains merge keys that do not apply to the object type you selected.

Related articles: 
What are the ProductivityTools?
How do I create email templates with ProductivityTools?
How to use email chains?