If the user has the appropriate permissions, emails can be sent from the following areas:

• Lists
• Call Session
• After Dispositioning a Call
  
  

Validation and Checks

While drafting an email, we'll automatically check the and provide a status of the deliverability of the email address being used. 

Additionally, we provide a warning if you have already emailed the contact through the application in the past 12 hours.

The application will also check for bad merge tags from your template and warn you of any issues. 

You can manually remove the bad tag, or click on the bad tag, and will allow replace all instances with the text you provide:

Sending from a List

1. Browse to any list from the "Call Lists" menu item
2. Click on the List Name
3. Click the mail icon next to the Contact's name
   
   
4. The Send Email dialog will open in a new window
5. Select the template and click "Send Email" when ready

Sending during a Call Session

1. While in a Call Session
2. Click on the List Name
3. Click the mail icon next to the Contact's name
   
4. The Send Email dialog will open in a new window
5. Select the template and click "Send Email" when ready

Sending after dispositioning a call

After a call is completed the disposition screen will display the "Follow up with an Email" checkbox. You can choose to manually select this box, or it will be defaulted based on certain dispositions.

Below is an example disposition that will automatically select  "Follow up with an Email".

1. When you click the "Send Email" button, the Send Email dialog will open in a new window.
2. Select the template and click "Send Email" when ready
3. Return to the Call Disposition screen and disposition your call.