Sending a General Client Email from a Template

Before You Start

Two things must be in place before you can send:

• A saved email template. See Email Templates for how to create one.
• A connected email account. Kudurru Stone sends through your personal email account (Gmail, Outlook). See Email Accounts if yours is not set up yet.

How to Send an Email

1. Navigate to Email Templates and open the Send Email page for the template you want to use, or access it directly from a client or project record.
2. In the From dropdown, select the email account to send from. Your default account is preselected if one is set.
3. Confirm or change the Template selection.
4. In the Client field, type at least two characters to search for a client. Select the client from the results.
5. Once a client is selected, the Contact dropdown populates with that client's contacts. Select a contact.
6. Click Add. The contact appears in the recipients table.
7. Repeat steps 5–6 to add additional recipients if needed.
8. Click Send.

At least one contact must be in the recipients table before the Send button will work.

How Recipients Are Handled

Each contact in the recipients table receives a separate, individually personalized email. Kudurru Stone resolves the template's merge fields using that contact's own data — so if three contacts are listed, three separate emails go out, each addressed to their respective information.

If a merge field cannot be resolved for a contact (for example, a field that is blank on their record), Kudurru Stone substitutes an empty string for that placeholder. The email still sends.

If the Send Fails

• Account needs reconnecting — A Refresh Email Sign-In button will appear. Click it to re-authenticate your email account, then return and retry.
• Partial failures — If some recipients succeed and others fail, Kudurru Stone reports which failed and logs the error for each. Successful sends are not re-sent.
• No account in the dropdown — Your email account may be inactive. See Email Accounts.

Send History

Every send is logged automatically — the date, template used, client, contact, and whether the send succeeded or failed. You can review this history from the Email Log.

Tips

• If a client's contact does not appear in the dropdown after selecting the client, the contact likely has no email address on file. Add one in the Client Contacts record first.
• You can add multiple contacts from the same client — useful for sending the same message to a primary contact and a billing contact at once.
• Always confirm the correct From account is selected before sending, especially if you have more than one email account connected.