The Mail Page
From the main sidebar navigation panel, select Mail.
You’ll see further pages like Inbox, Sent, Scheduled, Draft, and Outbox.
Filters in your Mail
You can add various filters to find the specific email you are looking for
Filters include:
Has Booking - True or False
Contact - Specific Contact, search by contact name
Booking - Specific Booking, search by BK number or partial name
Unread - True or False (available in Mail-Inbox only)
Batch Update
Click the checkbox to select multiple emails, or click the top checkbox to select all visible emails on the page.
Select a batch update option:
Mark as read
Mark as unread
Delete
Note: Applied batch update actions only apply per page (up to 25 emails at a time).
Compose a New Email from the Mail page
Step 1: Click + New Email
Select the New Email button at the top of the screen.
This opens the Compose Email window.
Step 2: Fill in Email Details
In the From field, confirm your sender email address.
In the To field, type or select the recipient’s email.
Use CC or BCC if needed.
Enter your Subject line.
Or simply select a Template
Use the + button at the end of the Subject line to insert merge fields into your subject line directly.
Step 3: Compose Your Message
Write your email in the text editor.
Use the toolbar to format your email. Tools include for example bold / italic / underline, letter or background coloring. Formatting clear button and much more.
Insert links, images, tables, merge fields or attachments as needed.
Your email signature (with name, title, and contact info) appears automatically.
Use the Ask AI button to help you with composing your email. Read more about this new feature HERE.
Step 4: Add Attachments
Below the text editor box, click to upload files or add Document Links, File Links, or Invoice Links.
Choose to link your email to an existing Booking by selecting from the Bookings dropdown on the right. This will allow you to use merge fields that are specific to that Booking.
Step 5: Review & Send Your Email
Double-check the recipient, subject, and attachments.
Make sure your message looks correct in the preview area.
Click Send to deliver your message immediately.
Alternatively, click Save Draft if you want to finish it later.
If you’re not ready to send, choose Discard to delete the draft.
Reply functionality
You can choose to reply to an email as well; simply click the reply button within the existing thread. You can add one or multiple contacts to the CC or BCC fields when replying to an email within Event Temple.
Note:
If you haven’t connected your email account yet, go to Settings → Personal Settings → Add Email Provider before sending.