Home → Records → Interactions page → Creating email interactions
7.3. Creating email interactions
Email interactions can be created to send one email to multiple contacts.
To create an email interaction, select the "Email Interaction" option from the "Add Menu" in the top right-hand corner of RubiCRM.
Email interactions and tasks can also be quickly created via the quick links located in the bottom left-hand corner of RubiCRM and within the "Add New" menu within quick search.
Once the email interaction option is selected a popup will be presented which requires the entry of the following fields:
- To : Which contact the email interaction is to be sent to.
- CC : If any contacts should be added to the CC.
- BCC : If any contacts should be added to the BCC.
- Service(s) : What service (if any) the email interaction relates to. Please note you can add new services by clicking the cog icon.
- Outcome : What outcome the email interaction relates to. Please note you can add new outcomes by clicking the cog icon.
- Template : If a "To" contact has been selected you can choose an existing template within the CRM to be used for the email body of the email interaction.
- Subject : The subject of the email interaction.
- Attachments : You can attach documents to the email interaction as long as the document has been uploaded to Rubi in the Library.
- Restrict : If the interaction should only be viewable by the creator and Rubi System Admins.
- Categories : What category (if any) the email interaction relates to. Please note you can add new categories by clicking the cog icon.
- Event : You can link the email interaction to an event if the interaction relates to one.
- Date Occured : When the email interaction took place.
- Task for Self : You can log a task for yourself relating to the email interaction.
- Task for Others: You can log a task for others relating to the email interaction.
- Alert for Others : You can log an alert for others relating to the email interaction.
Once complete, click the "SUBMIT" button.
Once an email interaction has been created you can add send the interaction to the contact selected in the "To" field. You will be given the option to send the interaction via the email service or the Rubi Outlook Plugin.
If you choose the email service and have multiple SMTP Accounts added to your Rubi User Account you will be given the option to pick which SMTP Account you wish the email to be sent from.
Sent and received emails can also be logged directly within Microsoft Outlook via the Rubi Outlook Plugin.
For more information about the plugin please visit the related page.
Please watch our video guide on creating an email interaction and sending it to the "To" contact.