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Guided Selling
Using Guided Selling
Standalone Emails

Standalone Emails

Role:
Agent

An email can be sent outside of a sequence by navigating to a Lead or Contact profile page and clicking the Send Email tab. This allows you to send standalone emails that are not part of a sequence workflow.

Send a standalone email

Navigate to Lead or Contact Record

  1. Navigate to the Lead or Contact profile page in Salesforce
  2. Scroll to the Guided Selling component
  3. Click the “Send Email” tab

Compose Your Email

  1. Enter a subject for your email.
  2. Optionally, click Email Templates to insert pre-composed email content.
  3. Compose or edit the email body using the Rich Text Editor.
  4. You can also add:
    • Merge Fields: Insert dynamic values from the Lead or Contact, the sender, and supported records directly related to the Lead or Contact. See Using Merge Fields in Emails for supported related-record merge fields and how they differ from Sequence emails.
    • Snippets: Insert pre-written content blocks.
    • Formatting: Format the message using the Rich Text Editor.
  5. Optionally, add Cc or Bcc recipients.
Standalone emails do not use Sequence Association context. Merge fields that depend on a specific Sequence-related Opportunity, Campaign, or other associated record are available only for Sequence email actions.

Send the Email

  1. Review your email content
  2. Click Send to dispatch the email

Email Requirements

For the “Send” button to be available:

  • The Lead or Contact must have their email field populated
  • The Lead/Contact’s “Email Opt Out” field (HasOptedOutOfEmail) should be unchecked
  • Your email account must be connected

Email Tracking

Upon sending an email, a Conversation record is created, which includes a Lookup field linking to the respective Lead or Contact.

The created Conversation record tracks various metrics, including:

  • Email Sent
  • Email Sent Date
  • Email Opened
  • Email Opened Date
  • Email Replied
  • Email Replied Date
  • Email Replies

Use Cases

Standalone emails are useful for:

  • Responding to specific inquiries
  • Sending personalized messages outside of sequences
  • Following up on ad-hoc requests
  • Sending time-sensitive information
  • Custom communications that don’t fit standard sequences