The short answer

Custom Email supports Audience Segment, Single CRM Contact and Custom Email Address modes. A bulk audience remains subject to marketing suppression.

Availability: Available to accounts with Customers CRM access. Communication, AI and provider features require their related services and permissions.

Step-by-step

  1. Choose the provider and mode

    Select the configured email Provider, then choose Audience Segment, Single CRM Contact or Custom Email Address.

  2. Select the recipient

    Choose All, Lead, Prospect, Customer or Inactive; select one CRM contact; or enter one valid external email address.

  3. Prepare content

    Apply an optional Template or enter Subject, HTML Body and Text Body.

  4. Use AI optionally

    Generate or improve HTML from a prompt, then verify claims, links, personalization and compliance. Preview the result.

  5. Send once

    Confirm mode, recipient and provider, choose Send Now, and record the response.

Was this guide helpful?

Send feedback about this guide