In the To Do tab, you can find all the pending/personalized emails that will need to be previewed before sent.
NOTE: For emails to show in the To Do tab, please make sure to select the "Personalize Email Before Send" box in the Email Touch window.
Below you will be shown how to send personalized emails.
- In the To Do tab, click on the Personalize Emails button to preview and send emails manually one after another.
- After the Personalize Emails window pops up, edit the email information, and add attachments/videos (if needed).
- Click Send and Next to send the email and to preview and send more emails one after another.
Please contact ConnectLeader Support for any questions at firstname.lastname@example.org or 603-952-2505.