How to send emails through Spotter? - Spotter V2

Created by Andre Greiner, Modified on Wed, 29 Mar 2023 at 10:32 AM by Andre Greiner

Through  Exact Spotter , it is possible to send e-mails directly through it, if your e-mail box is integrated with the software. 

This article covers how to send emails through Exact Spotter, to integrate your company email account with Spotter, access the article How to integrate the inbox in the Email Center . 

Follow the step by step below to access this functionality in Exact Spotter.

1.  Login to the Exact Spotter page  with a  Pre-seller account  . 

a.  Enter your email, password and click Login.

 


2.  Access the E-mail Center menu  > Choose Gmail or Outlook > Connect Email (Remembering that they must be corporate emails, normal emails do not integrate!) 


 



 

With email integrated, your inbox will be available within Spotter.  

 



To write an email, you must access the inbox and click on “ WRITE ”.



 aIn the window, you must choose the template you want to use. If you want to send an email without a template, just select the “Blank Template” option.


 


 

When selecting a template, it will be loaded, and you will be able to see which variables are used and the content of the email.


IMPORTANT:  The variables will only be filled in if the recipient is registered with Exact Spotter. If you need to use the template without registering a user, you can fill in the variables manually and send the email normally.


 


 

When an email is sent or replied to a registered contact, it will be displayed on the lead's timeline. 



 

  


Cool, isn't it? Now you can interact with all your email leads in Spotter! 

  

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