Want to keep in touch with your contacts without having to leave the page, or open up your email provider? With Nutshell, you can send emails at the touch of a button, without ever leaving the app.
Before you begin sending emails, you'll need to connect your email with Nutshell. If you prefer not to connect your email with Nutshell, that is ok too: just click here.
Send an email to a contact inside Nutshell
You can send emails directly from Nutshell to your companies, people, and leads. There's no need to jump between Nutshell and your email client.
To write an email, use the Send an email tab at the top of any Company, Person, and Lead timeline.
When you click the To field, a drop-down menu will show you the available email addresses associated with that company, person, or lead.
Your message will be automatically added to the appropriate timelines.
Use a template to quickly send emails to your contacts
Choose a template on the left-hand side of your email to begin personalizing your email. If you haven't created any templates yet, click here to learn how.
Nutshell seriously believe our customers will be more successful (in generating replies and in generating sales), if they give a tiny bit of consideration to the personalization of a note, so consider this your friendly reminder to add some context to your templates!
Include attachments with your emails
To add attachments with your emails just click the paperclip icon at the bottom. You'll see a window pop up with options to attach a file from your computer, a BOX account, Google Drive, and much more.
Edit your emails
You can use the built-in editing options to make your text bold, italicized, or underlined. Create a bulleted list, add a hyperlink, insert an image, or add an attachment using the buttons along the bottom.
Add a signature to your emails
You can create an email signature that will be appended to the end of each message you send.
Click on an email address in Nutshell
You can configure Nutshell so that any time you click an email address, it will use Nutshell's mail view to compose the message. Open up your email settings tab, and click the option Use Nutshell to send emails when clicking an address.
FAQ
Can I choose which email address I'm sending from if I have more than one address linked to Nutshell?
Absolutely! When sending an individual email from Nutshell click the From field to choose which address to use. You can only choose which address to use when sending individual emails. All bulk emails will use your default email address, which is the first email address listed on your Profile Settings page in Nutshell.
Can I send an email in bulk from Nutshell?
For sure! Click here to learn how to send mass emails from Nutshell.
Can Nutshell send automated email follow-ups on my behalf?
Definitely! Learn about email sequences in Nutshell and how you can boost your open and reply rates.
Can I Cc other people on emails?
Yep! Click the Cc button on your email to carbon copy someone, and then type their email address into the field that pops up.
Can I reply to emails in Nutshell?
You sure can! Click the reply link on any email to send a reply from Nutshell.
Comments
7 comments
Hi and thanks.. I don't see the ability to CC anyone when sending, did I miss something?
Hi, Bryan! You can send CC on an email to multiple recipients from a company or lead page if you're sending from Nutshell. Any person associated with the company or lead will be available to add as a recipient to the single email.
Since you're using Google for email, we also have a great Chrome extension for Gmail that lets you sync in any email thread from your Google inbox directly to Nutshell, if you prefer emailing from within Gmail itself.
Chrome extension for Gmail
Actually you can't do this in Nutshell. There is no CC in there anywhere, and if we send from Gmail then we don't have access to the Nutshell templates or do we?
Thanks.
Hi Kristen - what I'd really like to be able to do is send an email from within nutshell and cc other members of my team, is that a functionality that you are working on?
thanks,
Chris
Thank you to Brian and Chris for their contributions to this post! If you would like to see the development of CC, BCC and other emailing capabilities in Nutshell, you can upvote this feature now by clicking here.
An exciting update for all our customers (Chris Schultz and Bryan Bloom, you'll probably want to know about this)!
The ability to CC an email to anyone as well as the ability to reply directly to an email is now available within Nutshell 🎉
Wow thanks for letting us know!!!
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