Sending and replying to email
Email in Conversations is for one-to-one customer correspondence — replies to inbound questions, individual follow-ups, attachments and longer notes. For bulk marketing emails, use the Email Marketing module instead.
Sending an email
1. Open a contact OR open Conversations and click the Email tab
2. Set the From address (uses your verified sending domain)
3. Set the Subject line
4. Compose using the rich text editor — supports formatting, images, links, attachments
5. Insert merge tags via {{ for personalization
6. Insert a saved snippet via the / shortcut
7. Click Send — or schedule for later
Reply behavior
Inbound replies route back to the same conversation thread automatically
Replies are matched to contacts by sender email — if no contact exists, a new one is auto-created
If you've connected a shared inbox (e.g., [email protected]), replies go to your team's queue, not just you
Email deliverability fundamentals
Verify your sending domain (SPF, DKIM, DMARC) — covered in Onboarding Step 4
Avoid all-caps subject lines and spam-trigger phrases ("FREE!!!", "100% guaranteed")
Keep image-to-text ratio below 40% — image-only emails trip spam filters
Always include a plain-text version (Intellivizz CRM auto-generates this)
Maintain a healthy bounce rate (<2%) by removing dead addresses
TIP — Email signatures travel with you
Set your default email signature once in My Profile → Email Signature. It appears on every email you send from Conversations — no copy-pasting required. Include your name, role, business, direct line, and your booking link.
