The option to include or not include content is available in the new OneMob Email features. Additional features include: the ability to start an email from anywhere within the OneMob site, upload documents or images directly from your device to your email, minimizing the email window to continue other aspects of work within OneMob and more! Continue reading below to learn how to take advantage of the features listed above and more useful tips.
Table of Content
- How do I send an email that includes content such as videos, documents, images, and URLs?
- How do I send an email with no content attached?
- If I have an email draft but would like to add and / or delete content how do I do so?
- What is the best way to upload content directly to an email and what are the benefits?
- If I need to work on something else within OneMob but would still like to save my email what are my options?
How do I send an email that includes content?
- Go to your Library Content page or click here.
- There are two options on how to add content to an email.
- Click on the content within your OneMob Library that you would like for your email. Click the Email button on the pop up to the right.
OR - Click the Email button at the top of your browser. To add content click the Add Content button on the email pop up and a drop down will appear. Add content from your OneMob Library, upload a document or image from your device, or use a created page.
TIP: You can click the Email button at the top of your browser from anywhere within OneMob to start an email.
- Click on the content within your OneMob Library that you would like for your email. Click the Email button on the pop up to the right.
- Adding recipients, editing the body text, using an email template, entering an opportunity and revenue impact, previewing, entering a test email, scheduling the email to be sent at a certain date and time, or adjusting the settings are still available to you. Click here and read from Step 4 to learn more about those options.
- Once the email is complete click Send Email on the bottom left of the pop up.
How do I send an email with no content attached?
- Click the Email button at the top of your browser from anywhere within your OneMob browser.
- Adding recipients, editing the body text, using an email template, entering an opportunity and revenue impact, entering a test email, scheduling the email to be sent at a certain date and time, or adjusting the settings are still available to you. Click here and read from Step 4 to learn more about those options.
- Once the email is complete click Send Email on the bottom left of the pop up.
The benefit of sending a blank content email through OneMob is that opens will still be able to be tracked within OneMob on your email tab for that email! You can now include an Opportunity Name/ID or Revenue Impact field within your OneMob email. Click here to learn more about Salesforce integration within OneMob.
If I have an email draft but would like to add and / or delete content how do I do so?
- Add Content
- Click the
icon to add content from your Library. - Click the
icon to upload content directly from your device. Read the answer to the question below to learn more about uploading content from your device. - When the email is minimized, simply select the content that you would like added from your Library and click Add to Email. Make sure the content is highlighted within Library to add.
- Click the
- Delete Content
- Hover over a piece of content on the right of the email menu and click Remove.
- To delete all the content in the email click the
icon. All content will be removed from the email. Note: If Featured Video is ON the video will remain in the email. To delete the video along with the rest of the content in the email toggle Featured Video to OFF. - When the email is minimized, simply select the content that you would like removed and click Remove from Email. Make sure the content is highlighted within Library to remove.
What is the best way to upload content directly to an email and what are the benefits?
Content can now be uploaded to an email directly from the email page. There are some things that you should note to get the best use out of uploading your content.
- We recommend for documents and images to be uploaded as PDFs. There are two reasons for this: (1) the content will be rendered within the browser which means a viewer will not need to download the content to their device and (2) activity on the content will be able to be tracked. Click here to learn more about activities.
- At the moment, videos cannot be directly uploaded into an email from your device because they may require admin approval or will have a long processing time. To attach a video to your email add it to your Library first, click here to learn how to do so.
If I need to work on something else within OneMob but would still like to save my email what are my options?
You can minimize or Save & Close an email within OneMob.
To minimize an email click on the "_" at the top right of the email page. Your email will now be saved at the bottom of your OneMob browser as a tab, no matter where you may be within OneMob. To re-open the email hover your cursor anywhere over the email tab and click or click the "-".
If you would not like the email to be at the bottom of your OneMob browser simply click the "X" on either the email page or the "X" on the tab shown above. Any progress made on the email will be saved automatically and you can access it again by clicking the Email button at the top of any page in your OneMob browser.
For a step-by-step guide on how to send an email and more information click here!