Emails are a key part of servis.ai, helping streamline communication and outreach.

Within the platform, you can create templates, run campaigns, schedule emails, and send messages in bulk—all from one place.

This article serves as a central hub, providing an overview of each feature and linking to detailed guides.

1. One-to-One Email

Learn how to send individual emails from both web and mobile. This includes bulk sending, scheduling, templates, and domain integration.

Send Email

Send emails directly from servis.ai by pairing your email account. All communications are tracked in the Activity Timeline.

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

Learn more here.

Send Email – Mobile

Send emails directly from the mobile app while tracking activity in the Activity Timeline.

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

Learn more here.

Email Domain Integration

Set up your own Email Domain to improve deliverability and avoid spam filters. Includes Health Checks to monitor performance.

User Permissions: Only Admins can use this feature.

Learn more here.

Email Templates

Create reusable templates for faster communication and automation consistency.

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

Learn more here.

Schedule Emails

Schedule emails to be sent at a later date and time. You can edit or delete them before sending.

Edition Qualifier: This feature requires an email account to be paired with servis.ai.

User Permissions: This feature is available to all users.

Learn more here.

2. Marketing

Explore tools for managing templates, campaigns, and email performance.

Email Campaigns

Create and send personalized campaigns using SendGrid, with built-in performance reporting.

User Permissions: Only Admins can use this feature.

Learn more here.

Send Bulk Emails

Send the same email to multiple records at once with customizable targeting.

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

Learn more here.

SendGrid Integration

Integrate SendGrid to increase sending limits (up to 1,000 emails per batch) and access campaign analytics.

User Permissions: Only Admins can set up this integration.

Learn more here.

3. Monitoring Emails

Metrics & Engagement

Track performance using key metrics such as open rates, clicks, and conversion rates.

Learn more here.

Opens & Clicks

Monitor how recipients interact with your emails through opens and clicks.

• How metrics are generated
• What they reveal
• Limitations to consider

Learn more here.

Unsubscribes

When subscription tracking is enabled in SendGrid, an unsubscribe link is automatically added to campaign emails.

• Subscription tracking setup
• Unsubscribe handling
• Troubleshooting issues

Learn more here.

4. Group Email

Use multiple email addresses (e.g., Marketing, Support, Sales) to manage communication across teams.

• Set up multiple group inboxes
• Select the sender per interaction
• Keep communication organized

User Permissions: Only Admins can set up Group Email.

Learn more here.