EmailingPlaybooksUser Guide

Using Click-to-Email

By June 4, 2019August 24th, 2020No Comments

Using Click-to-Email

How to send an email to a prospect outside of a Play

Sometimes you will need to email a prospect outside of your Play cadence, Playbooks provides the ability to conveniently perform ad hoc (one-off) emails directly from your CRM. Enabling Click-to-Email will transform ordinary CRM email addresses in to clickable links. Once you enable this feature, Playbooks will automatically load a new email draft for any email hyperlink that is clicked.

This article discusses the setup and use of Click-to-Email.

Enabling Click-to-Email

This feature allows you to click on a prospect’s email address directly in your CRM, draft a new one-off email (or use a template) and immediately send it.

To Enable Click-to-Email

  1. Open the Playbooks Chrome extension
  2. Click the menu button
  3. Click Settings
  4. Click Email
  5. Click My Settings section if not selected (default subsection)
  6. Click the CRM Click-to-Email switch
Note: Disabling this feature will redirect existing CRM email hyperlinks to your default email application, like Microsoft Outlook.

Using Click-to-Email

With Click-to-Email, you can have Playbooks open an email draft or template to send to a prospect as soon as you click on an email address in your CRM.

To Use Click-to-Email in Salesforce

  1. Open Salesforce
  2. Navigate to prospect record
  3. Click on any email address
  4. Write and send email from Playbooks

To Use Click-to-Email in Dynamics

  1. Open Microsoft Dynamics
  2. Navigate to prospect record
  3. Click on any email address
  4. Write and send email from Playbooks
Related Article: How to Complete an Email Task
In order to maintain consistency with your sales motions, use ad hoc emails sparingly. Most Playbooks users find that completing email tasks from a play produces the best results. Click this message to learn how to send an email directly from a play.

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