Sending Emails from Leads Table

Send emails to leads from the Leads table. This guide covers individual emails and bulk sends.

Understanding Automatic vs Manual Emails

This guide covers manual sending only. For system-triggered emails, see Email Templates overview.

What Are Manual Emails?

You decide when and how to send manual emails. The system does not send these automatically.

When to send: You decide when to send (immediately, scheduled, or triggered by your actions)
Who receives them: Select specific leads or groups of leads
What content to send: Choose templates and customize content

When Would You Send Manual Emails?

Follow-up with leads: Send personalized follow-ups to specific customers
Review requests: Remind customers who haven't left reviews yet
Product launches: Announce new products to your entire lead list
Marketing campaigns: Send promotional offers or special announcements
Support responses: Reply to customer inquiries or provide help
Resend downloads: Re-send download links to customers whose links expired

Remember: Automatic emails (like Freebie Delivery, ARC Reminders) are sent by the system without your action. You configure them in your funnel settings (Step 3: Freebie & Delivery).

Feature Availability

Email templates (dropdown + create): Growth plan and above.

Bulk email to selected leads: Growth plan and above (bulk email feature).

Starter: Limited sending without full template picker (per your plan)
Active Growth-level trial and Growth/Scale: Template selection, bulk send, and ARC templates (if your account type allows ARC)

Accessing the Leads Table

Navigate to Leads or Subscribers from the main menu
You'll see a table listing all your leads with columns for:
- Name, Email, Status, Funnel, Date, and Actions
Use filters to find specific leads (by status, funnel, search term)
Select leads using checkboxes for bulk actions

Sending Individual Emails

Step 1: Open Contact Lead Modal

Find the lead you want to email in the Leads table
Click the "Contact" button (envelope icon) in the Actions column
The Contact Lead Modal will open

Step 2: Select Email Template (Growth Plan)

If you have Growth plan or above:

Use the "Template" dropdown to select an email template
Templates are filtered by type (Marketing, Transactional, ARC)
Click "Preview Template" to see how the email will look
Selecting a template automatically populates the subject and body fields

Note: You can still edit the subject and body after selecting a template.

Step 3: Configure funnel context

Which dropdown you see depends on the template type you selected.

Non-ARC templates (Welcome, Review Request, Product Launch, etc.)

Funnel (Optional): Choose a Review or Lead Capture funnel to fill merge fields like {{review_url}}, {{product_title}}, etc.
If you leave it as None, those funnel merge fields stay empty.

ARC templates (ARC Download, ARC Review Reminder, ARC Thank You, ARC Feedback Thank You)

ARC Funnel is required. Select the ARC funnel that has your ARC file so links like {{arc_download_url}} work.
If you try to send without selecting an ARC funnel, the app blocks send and shows: "Funnel is required" (please select a funnel first).

Step 4: Customize Email Content (Optional)

Email Subject: Edit the subject line if needed
Email Body: Use the rich text editor to customize the email body
Merge fields (like {{Name}}) will be automatically replaced when sent
You can add, remove, or modify content as needed

Step 5: Send Email

Review your email content in the preview
Click Send Email (wording may match your screen)
Wait for the success confirmation message
The email is sent immediately to the lead's email address
The modal closes automatically after successful send

Sending Bulk Emails

Bulk email allows you to send the same email to multiple leads at once. This is useful for announcements, follow-ups, or marketing campaigns.

Step 1: Select Leads

In the Leads table, use checkboxes to select the leads you want to email
You can select individual leads or use "Select All" to select all visible leads
Use filters to narrow down the list before selecting (e.g., filter by status or funnel)
The selected count is displayed in the bulk action toolbar

Step 2: Open Bulk Email Modal

Click the "Bulk Email" button (envelope icon) in the bulk action toolbar
The Bulk Email Modal will open showing the number of selected leads
You can see the list of selected leads in the modal

Step 3: Select Template and Configure

Similar to individual emails:

Select an email template from the dropdown (Growth+)
Product Launch and other marketing templates work for bulk sends.
For ARC templates, select the required ARC Funnel before sending.
For other templates, optionally select a Review or Lead Capture funnel for merge fields
Customize subject and body as needed

Step 4: Send Bulk Email

Click Send to [N] Lead(s) (exact label depends on how many leads you selected)
A confirmation dialog may appear in some cases
Confirm to proceed if prompted
You'll see a progress indicator showing emails being sent
Progress updates in real-time (e.g., "5 of 20 sent")
When complete, you'll see a summary with success/failure counts

Note: Bulk emails are processed in the background. You can close the modal and continue working while emails are being sent.

Leads Table Fields & Information

The Leads table displays the following information for each lead:

Table Columns

Checkbox: Select leads for bulk actions
Name: Lead's name (from funnel submission)
Email: Lead's email address (used for sending emails)
Status: Lead status (New, Contacted, Qualified, Converted, Resolved, Archived, Unsubscribed)
Funnel: The funnel the lead came from
Date: When the lead was created
Actions: Buttons for viewing, contacting, or managing the lead

Action Buttons

View (Eye Icon): Open lead details modal to see full information
Contact (Envelope Icon): Open Contact Lead Modal to send email
Status (Dropdown): Change lead status directly from the table
More Actions (Three Dots): Additional options menu

Filters & Search

Search: Search by name or email address
Status Filter: Filter by lead status (All, New, Contacted, etc.)
Funnel Filter: Filter by specific funnel
Funnel Type Filter: Filter by funnel type (Review & Lead, ARC, Lead)

Email Tracking

ReviewLead tracks email delivery status:

Sent: Email was successfully sent to the email service
Delivered: Email was delivered to the recipient's inbox
Bounced: Email could not be delivered (invalid email, full mailbox, etc.)
Email status is updated automatically by the email service provider

Important Notes

Full rules table: Template rules (quick reference)
Merge fields: Select a Review or Lead Capture funnel when your template uses {{review_url}}, {{product_title}}, etc. For ARC placeholders, you must pick an ARC funnel (see Step 3).
Unsubscribed Leads: Leads who have unsubscribed will not receive marketing emails. Transactional emails (like Freebie Delivery) may still be sent.
Bulk Email Limits: Large bulk email sends may take time to process. The system processes them in the background to avoid blocking your interface.
Email Delivery: Emails are sent through Brevo (formerly Sendinblue). Delivery depends on email service provider settings and recipient's spam filters.
Template Compliance: Marketing templates automatically include unsubscribe links. Transactional templates don't require unsubscribe links.