Overview

This article helps you send and automate email communications for opportunities in Meritto. You can nurture leads via quick one-to-one emails, email campaigns, or automated journeys—directly from the Opportunity List or Opportunity Profile pages. This release enhances our opportunity module by adding a new nurturing channel.

Step-by-Step Guide to Nurture Opportunity through Email

1. Enable Email Communication for Opportunities

• Ensure that Opportunity Module access is enabled for your entity

• You can create opportunity-level tokens by selecting the "Opportunity" template.

📌 Refer to How to Create Drag and Drop Template for Email?

2. Send Quick One-to-One Emails

From Opportunity List

1. Go to Opportunity > Opportunity List

2. Locate the opportunity and hover over the Action button

3. Click Communicate

4. Fill in the details:

• Campaign Type

• Campaign Name

• From, To, and Subject

5. Draft your message or use a predefined Email Template

6. Click Send

From Opportunity Profile

1. Click on the Opportunity Name to open the profile

2. Hover over the Email button

3. Enter email details and send as needed
   

3. Add CC/BCC Recipients

• In the email editor, click CC or BCC next to the To address

• Enter lead email addresses in the CC or BCC field.

• Click the tooltip to view conditions.

⚠️ Each email is sent individually to all TO, CC, and BCC recipients, deducting credits per email. 

⚠️ Duplicate entries aren't allowed in CC/BCC, with a maximum of three recipients each.
✅ Personalization applies to CC & BCC if multiple recipients are added. 

4. Schedule Email for Later

1. In bulk email campaigns, locate the Schedule option

2. Select your preferred date and time

3. Click Schedule Now

✅ Scheduled emails can be viewed under Manage Communication Logs

5. Automate Email Campaigns

1. Navigate to Marketing > Manage Automation

2. Click Create Automation or open an existing flow

3. Add an Email node using the Settings button

4. Choose the appropriate Email Template

5. Click Submit

✅ On the Communication Logs Detailed Report page, you can view reports for One-to-One, Campaign, and Automated Emails.

Conclusion

By following the steps above, you can effectively nurture your opportunities through targeted email communication—manual or automated. This helps keep your engagement timely, personal, and relevant.