Sending Emails in ClientBAY

You are able to easily create and send emails straight from ClientBAY. The email message that you create from ClientBAY will appear in the recipient's inbox and will look like it came from your email address.

To do so, select the Messaging tab on the left side menu. This will open up your Email Dashboard where you can see all of the emails that you have sent out from the system. 

To create a new email, select the blue +Compose Email button in the upper right hand corner.

This will pull up an email screen where you can start creating your email.

In the Send From box - you will see your email address. This is also the email address where the response will go if the recipient replies to your email. 

In the Send To box - here is where you can type in an email address or select the person icon at the right of this box to add people from your CRM to receive this email. You are only able to send an email to up to 100 people at one time. If you need to send it to more than 100 people, you can easily create a Message Group to house all of those recipients. To learn more about creating a Message Group, click here.

In the Subject box - type in the email subject line.

In the text box -  you can type in the email that you would like to send. If you have your email signature set up in your Agent Profile, you will see it populate within this email box. If you need to include an attachment, you can either select a file that has been uploaded to your ClientBAY File Storage by clicking Choose From or you can select a file from your computer by clicking Upload Files. 

To send the email, select the Send button in the lower right hand corner.

The system will keep track and store all of the emails that you have sent out from ClientBAY itself for your records

Any time a person responds to your email - it will go back to your regular email inbox eliminating the need to check multiple places for responses.

• Related Articles

• Email Drip Campaigns

  You can create an eMarketing Campaign to send out emails to your contacts. This is a great way to measure if your contacts are reading your emails, get statistics on clicks, and schedule emails to go out on a future date. Before you start creating ...

• ADMIN: Reviewing Your Do Not Send List

  If a person has requested to be on the do not send list for your eMarketing campaigns, you can see them all in one place for all users. Go to your Settings icon in the upper right hand corner of ClientBAY. Select Company-wide Email Campaigns under ...

• Sending a Text Message (Using BAY Number)

  If you have purchased a Back At You Number, you will have access to the text messaging tool within ClientBAY. How to Send A Text Using BAY Number Select the Messaging tab on your left hand side menu Select the BAY Phone Number tab along the top of ...

• eSign

  Using the eSign Tool You have the ability in ClientBAY to upload and send any document for eSignature Go to the eSign tab on your left hand side menu This opens the eSign dashboard where you can see all your sent eSign documents To start a new ...

• Your NEW ClientBAY CRM

  Your ClientBAY CRM just had a MAJOR upgrade! What is new and improved?! Read below to find out! YOUR NEW CRM DASHBOARD We know that your relationship with your contacts and leads is key to your success! And it starts with a functioning CRM Dashboard. ...