Everything tagged Email
8 articles across the Help Center.
How do I connect my email inbox to Visualist? Open Account, go to Integrations, connect Google, and keep Gmail enabled. The connected Gmail account works in Emails and Hub Message Centers. Messages and emails
How do I send and reply to a client by email? Use Emails for workspace-level messages, or a hub Message Center for project-scoped threads. Click Compose to start an email, or open a thread to reply, reply all, or forward. Messages and emails
How do I save and use email drafts? Add a To recipient, subject, or body, then close the compose window, and Visualist saves the email as a draft. Find drafts in Emails or in the Hub Message Center where you created them. Messages and emails
How do I use the Emails page? Open Emails from the left rail to manage account-level email across your workspace. Use Inbox, Drafts, Scheduled, Sent, Archive, and Trash there, or use a Hub Message Center when a thread belongs with a specific project. Messages and emails
How do I manage email notifications? Open Account settings and go to Notifications. Choose email delivery for the eight notification types you can change. The payment-failure row is shown but disabled. Account and settings
How do I message a client inside a project? Each hub has its own Message Center and a forwarding address. Compose from the hub to email a client, and forward outside email threads to the hub's address to pull them in. Everything threads next to the project work. Messages and emails
How do I bring an existing email into a hub? Every hub has its own forwarding address. Forward an email thread to that address, or add it as a recipient when you reply, and the conversation lands in the hub's Message Center alongside the rest of the project. You can copy the address from the hub's Message Center. Messages and emails
How do I schedule an email to send later? While composing an email, click Schedule, pick a future date and time, then click Send. Visualist holds the email and sends it at that time. Scheduled emails wait in the Scheduled tab, where you can edit or cancel them. Messages and emails