Emails are a key part of Servis.ai, making communication and outreach more efficient.

Within the platform, you can create templates for consistent messaging, run email campaigns, schedule emails to be sent at the right time, and use bulk sending to reach multiple recipients at once. Everything you need to manage your emails is built directly into Servis.ai.

This article provides a brief overview of each feature, serving as a central hub where you can explore and navigate between related articles.

1. One-to-one Email

This section provides a complete guide on sending individual emails from both the web and mobile app. It also includes step-by-step instructions for bulk emailing, scheduling emails, creating email templates, and enabling Domain Integration for better email delivery.

Send Email

By linking your email address to Servis.ai, you can send emails to your Contacts directly within the platform. You have the flexibility to send emails individually, in bulk, or automatically, while keeping track of all communications in the Activity Timeline.

User Permissions: No special permissions are required to send emails.

You can learn everything from here.

Send Email – Mobile

Pairing your email with Servis.ai allows you to send emails to your Contacts directly from the mobile app. Whether sending messages one by one, you can manage all your email interactions and view them in the Activity Timeline, even on the go.

User Permissions: No special permissions are required to send emails on Mobile.

You can learn everything from here.

Email Domain Integration

Enabling your own Email Domain ensures that all emails sent through Servis.ai are delivered directly to your contacts, avoiding spam folders. This feature also includes Health Checks to monitor and maintain your domain’s email performance.

User Permissions: Only Admins can use this feature.

You can learn everything from here.

Email Templates

The Email Templates Builder provides all the tools you need to create smart, reusable templates for your business. Use templates to send emails faster or automate them through Automations, saving time and ensuring consistency in your communication.

User Permissions: No special permissions are required to use this feature.

You can learn everything from here.

Schedule Emails

My Scheduled Emails lets you schedule emails to be sent at a later date and time. You can access your list of scheduled emails anytime, with the option to edit or delete them before they are sent.

Edition Qualifier: The filter feature is available in all Servis.ai Editions. You need to have an email address paired with Servis.ai to use this feature.

User Permissions: This feature is available for all users in Servis.ai.

You can learn everything from here.

2. Marketing

This section includes all articles related to email management, covering topics such as creating templates, setting up campaigns, and tracking sent emails.

Email Campaigns

With Servis.ai’s SendGrid integration, you can create and send personalized email campaigns effortlessly. You’ll also receive Effectiveness Reports, giving you valuable insights into the performance and success of your campaigns.

User Permissions: Only the Admins can use this feature.

You can learn everything from here.

Send Bulk Emails

This feature allows you to send the same email to multiple records at once. You can customize the settings to choose which apps can use it and specify which email addresses it should send to, ensuring your messages reach the right contacts.

User Permissions: No special permissions are required to send bulk emails.

You can learn everything from here.

SendGrid Integration

SendGrid is a powerful email delivery service that enhances how emails are sent from Servis.ai. By integrating SendGrid, you can send personalized email campaigns, automate bulk emails, and increase your sending limit from 50 to 1,000 emails per batch. This integration also provides Effectiveness Reports, giving you valuable insights into campaign performance.

User Permissions: Only Admins can setup this Integration.

You can learn everything from here.

3. Monitoring Emails

Metrics & Engagement

Monitoring email engagement is key to improving both individual emails and overall campaign performance. Important metrics include:

•  Open rates – reveal how effective subject lines are.
•  Clicks – show how engaging the content is.
•  Conversion rates – measure how successful the calls-to-action are.

To get better results, it’s essential to understand recipient behavior. Tailoring content to match user preferences and sending emails at optimal times can significantly boost engagement. 

You can learn everything from here.

Opens & Clicks

Servis.ai offers built-in tools designed to help users monitor the performance of their emails and campaigns. With features like Email Metrics and Email Engagement, the platform tracks key interactions—such as Opens and Clicks—providing a clear view of engagement levels.

In this article, you’ll discover:

• How these metrics are generated
• What they reveal about your email performance
• Important limitations to consider when interpreting the data

You can learn everything from here.

4. Group Email

Many businesses manage their communication by using multiple email addresses—such as Marketing, Support, or Sales—to direct messages to the appropriate team. This approach helps streamline responses and ensures timely, professional interaction with customers.

With Servis.ai, you can:

• Set up multiple group email accounts.
• Select which group email to use when replying to or contacting customers.
• Keep all communication clear, organized, and aligned with your team’s roles.

User Permissions: Only Admins can setup Group Email.

You can learn everything from here.