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How do I compose messages using Wealthbox Mail?
How do I compose messages using Wealthbox Mail?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

You can compose messages from the “Email” page by clicking the green “Compose” button in the top left corner of the screen.

You can also compose a new email message from a contact record page by clicking the email icon to the right of the contact’s email address which will open a slider page for a new message addressed to that client.

Finally, you can compose bulk action emails to contacts by Navigating to the Contacts tab, selecting multiple contacts, and clicking Bulk Actions> Send an Email:

From there you can select the message type of Regular Email and which recipient field you would like the Contacts to be sent to (“To”, “Cc”, or “Bcc”), click “Compose Email” and an email will slide out from the right with the recipients pre-populated:

Note: A “To” field is not required for bulk action compose within Wealthbox Mail and you must be within your provider’s daily sending limits.

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