You can send an individual (1:1) email from the Quick Adds button, from a contact table, or from a contact record. Each one opens the same Send Trackable Email window.
How to Start an Individual Email
From the Quick Adds Button
Click the + button in the black navigation bar.
Click Email.
From a Data Table
Click the email button next to a contact in any table that shows contacts.
The window opens with the contact's email address already filled in.
From a Contact Record
Open the contact record.
Click the email button above the contact's recent activity.
The window opens with the contact's email address already filled in.
How to Write and Send an Individual Email
This section is inside the Send Trackable Email window.
Write the email in the editor, or select an email template.
If you have two or more mailboxes connected, select an address in Send from mailbox.
To review the email first, click More Actions.
Click Send Test To Yourself.
Click Send, or click More Actions and then Schedule to send it later.
Templates - You can send a template as is or edit it first. Changes you make in the window do not change the saved template.
Replies - A reply always sends from the mailbox that received the original email.
How to Choose Between Group Email and Individual Emails
When you add more than one contact as a recipient, choose how the email is sent.
Group Email - Sends one email with every recipient in the To field, so all recipients see each other. Merge tags fill in with the first contact's details only, so leave out personal merge tags such as %FIRST_NAME%.
Individual Emails (Mass Email) - Sends a separate email to each recipient, with merge tags filled in for each one. Because it is a mass email, it includes the mass email footer with an unsubscribe link and your address.
Key Notes
With Inbox Sync set up, individual emails you send from VipeCloud or from your regular email system, such as Google Workspace or Office 365, appear on the contact record.
Emails sent from VipeCloud are trackable, so you see opens and link clicks. Emails sent from your regular email system are not.
Sending from VipeCloud works best early in the sales cycle and for any email that uses a template. Day-to-day operational emails can go from your regular email system.
To connect more than one mailbox, see How to Connect Multiple Mailboxes and Choose Which One Sends.