Emailing

As you begin to use Atmos , we recommend that you handle all of your customer communication through Atmos directly. In addition to having any relevant information at your fingertips, you’ll take advantage of the key features of the platform.

To email a Lead, simply locate the Contact and click on the email icon. You can click on additional Contacts if you want to send to multiple people.

Craft and send your messages as you would in any email client. Embed images, links, and attachments as needed. Any attachment on outgoing or incoming messages will be available for download.

Any email you receive will go into your Atmos Inbox as a notification and sync onto the Lead itself. You can reply to those emails either from your Inbox directly or on the Lead page and mark the email as done.

Email Attachments

Email attachments in Atmos allow you to send and receive external files with your emails.

Attach a file to an email when:

Sending an individual email
Sending an Email Template
To attach a file to an individual email, simply click on the paper clip icon at the bottom of your email draft and select your file.

Email Templates can also include attachments. This can be useful if you have a post-demo PDF or if you send blank contracts when an opportunity is about to Atmos .

If you’re using Gmail/GSuite/Office 365, make sure to keep your attachments under 25MB because otherwise, your email account will disconnect due to the max file size limit.

Customizing an Email Template with HTML

Atmos ‘s code editor allows you to customize the appearance of emails you send from Atmos .

Similar to attachments you can use the code editor when:

Sending an individual email
Sending an Email Template
To input custom code into an email, simply click on the “< >” at the bottom of your email draft and paste your information as shown below.

Email Reminders

When drafting your email, set a follow-up Reminder to have Atmos automatically remind you if a Lead has not responded. Using follow-up Reminders instead of creating a Task is a great way to remove clutter from your Inbox, and provides more context when following up with a Lead.

The option to set a reminder is underneath the body of the email.  Choose an action date and select either “Remind me to follow up” or “Send an email sequence” from the dropdown. 

If your email does not receive a reply by the date of your Reminder, you’ll see the Reminder appear in your Inbox.

Scheduling an Email

Atmos gives you the ability to draft an email and send it at a future date. Sending later is a great way to automate certain workflows. For example, if you have a demo set with a customer, you might want to schedule a reminder email to go out the day before, hopefully ensuring your Lead attends your demo.

Your email will go out at the date you set. You will see the email says scheduled and have the ability to convert the email back to a draft if needed.

Sending Email Templates

Now that you have a Template set up, you can use the Template when emailing your leads. Simply select your Template from the dropdown when drafting your email. Your Template will populate, and allow you to edit if necessary.