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Sending an Email in Travefy

Learn how to send an email with Travefy's email integration

Written by Bonnie MacLeod

Sending emails directly from Travefy keeps your communication connected to your Contacts, making it easier to stay organized, manage relationships, and keep every client conversation in one place.

Note: You will need to turn on your email integration before sending an email message from Travefy


1. Go to your Contacts

Click on the Contacts tab at the top of your screen on the Travefy home page

2. Select the contact you'd like to send an email

3. Select the Email tab

Click the Email tab at the top right within the Contact profile

4. Compose your email

Select Compose in the top right under the Email tab. Then start building your message using rich text editing, images, and your email signature directly within the composer.

5. Send the Email

Click Send at the bottom of the message, and your email will be delivered directly to your contact

Bonus: Enhancing Emails with Images 🎉

Add images to your email message by select the image icon at the bottom of the composer. Then choose to upload or insert the image URL into the message:

Images must be smaller than 10 MB

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