👉 This article covers some advanced topics related to email messaging in the Inbox and assumes that:
Your DenGro Subscriber/Inbox Administrator has enabled the email messaging channel in the Inbox for your practice (guide here)
You've read the basic tour of the Inbox and sent at least one test email message (guide here).
How will emails sent from the Inbox appear from a lead's point of view (in their email client)?
This is covered in the following article:
How to send emails in different threads
When emailing a lead for the first time from the Inbox, the Subject field starts off empty.
When emailing a lead again in the future, the Subject field will automatically pick up from the most recent email thread and the Inbox will default to continuing the conversation in this same thread. If you want to start a new email thread with a lead at this point, you can do so by overwriting the subject line.
If, after multiple past threads, you want to send a message to a lead in a previous thread, use the same subject name as that thread.
How does email in the Inbox interact with my automated lead nurture emails?
This is covered in the following article:
How to add a signature to outbound emails
To send emails from the Inbox with your own branded practice signature (with key contact details etc.) you will first have to configure this by via the button in the INBOX SETTINGS drop-down menu:
Drag and drop the content blocks available in the right side panel to build your practice signature and click SAVE & EXIT when you're done.
ℹ️ By using Merge Tags you can pull through your logo and social media links from the Details page.
Your practice email signature will be automatically appended to the bottom of any leads you send once it's toggled on:
How to create and send email templates
If you have a set message that you'd like to send to multiple recipients, you can save time by creating a template to send, to save you typing out the same message each time. For example, you may have an initial email you would like to send to a prospective patient to introduce them to the practice and the team member who will be making contact.
To create a practice email template, click on INBOX SETTINGS :
Name your template (e.g. ‘Invisalign Welcome Template’). This is an internal name and won’t be shared with the recipient.
After giving your template a name, drag and drop the content blocks available in the right side pane to build your signature and click PREVIEW to see what this would look like when sent to a lead. Click SAVE & EXIT when you're done.
You now have an email template you can use to send to a lead in future. To use a practice template click the USE TEMPLATE button in the bottom right hand corner of your email, confirm the template you want to use and this will then be sent to the lead automatically:
