How to Email Materials Directly from My Materials

Discover how to easily share images, PDFs, and videos by email with the My Materials Library in Materials.

With this feature, you can manually email one or more contacts. If you plan on sending materials to more than 200 contacts, we strongly encourage you to create an automation to help with deliverability.

Step 1

Click on the box next to the Material/s you want to send to a contact.

Step 2

Click on the "Send" option on the banner at the top of the Materials section.

*Note: In the "Send Materials" window, ensure you are in the "Send via Email" section.

Step 3

The "Send Materials" window will show you a thumbnail of the attachment. You can then select the contacts to whom you would like to send the email, set the subject line, and write the body of the email.

You can also click three lines to access your created templates, the clock icon to schedule a time for the email to be sent, the smiley face to insert emojis, the grey circle to access Calendly, and the "Merge Field" drop-down to insert fields for the system to autofill with the contacts information.

Step 4

There will be two "Send" options depending on whether you scheduled it to be sent in the future. If you want it sent immediately, click the blue "Send" button at the bottom right of the window.

If you scheduled the email to go out later, click the blue "Schedule" button to add it to your outbound queue. This will also add it to a Scheduled tab on the Contact Record.

*Note: Video "watched" statistics may vary based on the email service used by the Contact. Several email clients, such as AOL, Gmail, and Yahoo, do not support embedded videos.