Composing and Sending Emails

This guide explains how to compose and send emails using the OneClickWorker platform's built-in email functionality.

Note: Email functionality requires a Plus plan subscription.

Accessing the Email Composer

There are two ways to access the email composer:

1. From the Inbox:

   • Navigate to the Inbox section from the main navigation menu
   • Click the "Compose" button in the top right corner of the inbox

2. When Viewing Contact Details:

   • If you're viewing a contact's details, you may have the option to send them an email directly

Composing a New Email

When you open the email composer, you'll see a form with the following fields:

Recipient Field

The "To" field allows you to specify who will receive your email:

1. Select from Contacts:

   • Click the dropdown menu to see a list of your contacts
   • Select a contact from the list to automatically fill in their email address

2. Enter Email Manually:

   • Select "Enter email manually..." from the dropdown
   • A text field will appear where you can type any email address
   • Enter the recipient's email address in the format name@example.com

Subject Field

The "Subject" field is where you enter the topic or title of your email:

• Enter a clear, concise subject that summarizes the purpose of your email
• Keep subjects professional and relevant
• This field is required for all emails

Message Field

The "Message" field is where you write the content of your email:

• Enter your message in the large text area
• The text area supports multiple paragraphs and basic formatting
• Be clear, professional, and concise in your communication
• This field is required for all emails

Sending Your Email

Once you've completed all the required fields:

1. Review your email for accuracy, completeness, and professionalism
2. Click the "Send" button at the bottom of the composer
3. The system will process your email and send it to the recipient
4. If successful, the composer will close and your sent email will appear in your inbox

Handling Errors

If there's an issue sending your email, you may see an error message at the top of the composer:

• Missing Information: Ensure all required fields are filled out
• Invalid Email Address: Check that the recipient's email address is correctly formatted
• Connection Issues: If there are network problems, try again later
• Other Errors: Follow the specific guidance in the error message

Canceling an Email

If you decide not to send an email after starting to compose it:

1. Click the "Cancel" button at the bottom of the composer
2. The composer will close without sending the email
3. Your draft will not be saved

Email Sending Best Practices

• Verify Recipients: Double-check the recipient's email address before sending
• Clear Subjects: Use descriptive subject lines that help recipients understand the purpose of your email
• Professional Content: Maintain a professional tone and format in all business communications
• Proofread: Review your email for errors before sending
• Follow Up: If you don't receive a response in a reasonable timeframe, consider sending a follow-up email

Viewing Sent Emails

After sending an email:

1. It will appear in your inbox with a "Sent" indicator
2. You can click on it to view the full content
3. The email will show the recipient's address with a "To:" prefix

Next Steps

After learning how to compose and send emails, you may want to:

• Use the email inbox
• Set up your email identity