How do I send and reply to a client by email?

You write to clients from the Emails page or from a Hub’s Messages tab. Both send from your connected Gmail. This article covers composing a new email, replying, replying to everyone, and forwarding.

Before you start

You need Gmail connected and the Core plan or the Growth plan before you can write an email. If you have not connected an account yet, see How do I connect my email inbox to Visualist?.

Composing and replying need the Core plan or the Growth plan. On other plans you see Try the Core plan to compose, which opens the upgrade. Connecting Gmail is separate from writing access. From a disconnected Compose path, Visualist prompts you to connect Gmail first.

Send a new email

1. Open Emails or a Hub’s Messages. Press ⌘K (Ctrl+K on Windows) and type Emails, or open Business Center from the rail, select Toolkit, find Messages, and select Open. For a project, open the Hub and select Messages in the Hub’s rail.
2. Start a new email. Click Compose. The compose window opens with From, To, Cc, and Bcc fields and a subject line.
3. Add recipients. Type an address into the To field and press enter to add it as a chip. Add more recipients with a comma or space. Use Cc and Bcc if you need them.
4. Write your message. Add a subject and write your message in the body. You can format text, add links, and attach files.
5. Send it. Click Send. Visualist confirms with Sent message.

Reply, reply all, and forward

Open any message on the Emails page or in a Hub’s Messages tab to read the full thread. Three actions sit at the bottom of the thread:

• Reply answers the sender only. The subject becomes Re: followed by the original subject.
• Reply all answers the sender and everyone else on the thread. Anyone in the original Cc stays on Cc.
• Forward sends the message on to someone new. The subject becomes Fwd: followed by the original subject, and you choose the recipients.