Setting Up Email
- Go to Settings → Integrations → Email
- Connect your email service
- Verify your sending domain
Email Types
Lead Notifications
Alert your sales team when new leads come in. You can configure which recipients receive notifications and set a minimum lead score so only qualified leads trigger an alert.Follow-up Emails
Send automated follow-ups to leads after a configurable delay. Choose a template and Emanate handles the timing and delivery.Meeting Confirmations
Automatically confirm scheduled meetings via email, with the option to include a calendar invite.Email Templates
Creating Templates
- Go to Settings → Email → Templates
- Click Create Template
- Design your template
- Save and test
Template Variables
Available variables:| Variable | Description |
|---|---|
| Lead name | The lead’s full name |
| Lead email | The lead’s email address |
| Company name | The lead’s company |
| Agent name | The agent that handled the conversation |
| Conversation summary | AI-generated summary of the conversation |
Example Template
Design your email template with personalization — the recipient’s name, company, conversation topic, and product details are automatically filled in.Triggers
Automatic Triggers
| Event | |
|---|---|
| Lead captured | Internal notification |
| High-score lead | Priority alert |
| Meeting booked | Confirmation |
| Follow-up due | Reminder |
Manual Triggers
Send emails manually:- Open lead detail
- Click Send Email
- Select template
- Customize and send
Analytics
Track email performance:| Metric | Description |
|---|---|
| Sent | Emails sent |
| Delivered | Successfully delivered |
| Opened | Unique opens |
| Clicked | Link clicks |
| Bounced | Failed delivery |
Next Steps
CRM Integration
CRM sync setup
Lead Capture
Capture configuration