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The Email Column

 

The Email Column allows you to attach an email address to an item and send emails to that contact with a single click! Let's learn all about it below. ⬇️

 

How to add it

To add the Email Column, click on the "+" icon at the top right of your board and select "More columns" from the dropdown menu. Once in the Column Center, search for "Email" in the search bar and select "Add to board." 

BC- Add Email Column.gif

 

You can then add the email address and choose the text you want to display in your column.

BC- Add Emails to Column.gif

When you click on the email address, your default email reader will open, and you can email directly to your contact!

 

Email Column settings

You can customize the way the email column functions using the column settings. Click on the three dots to the right of the column name, hover over "Settings," and select "Customize Email column" from the dropdown menu. 

BC- Email Column Settings.gif

 

From here, you can choose to include the item name in the subject of the email, to CC email responses to the item, and to create a BCC list! Let's go over each of the options below to learn more about them.

 

  • Include the "pulse" name in the subject

With this setting enabled, the item name will be added as the subject of the email being sent. 

BC- Email Column Include Item Name.png

 

For example, the first item name "Momentum Media" will become the subject of the email if clicking on the email address within the first item.

BC- Email Column send email.png

 

  • CC to pulse

With this setting enabled, the item's unique email address will be CC'd into the email being sent. This means that any replies to the email chain will be added as updates to the given item for you to track!

BC- Email Column CC Setting.png

 

You will find the "pulse" ID at the start of the cc'ed email address. 

BC- Email Column Pulse ID.png

 

  • BCC email list

Finally, using the "BCC email list" setting, you can add multiple email addresses separated by a semi-colon, which will be added to the BCC list within the email being sent.

BC- Email Column bcc List.png

 

Once you click on an email address within the Email Column, you'll see a list of the email addresses added to the BCC field, as below!

BC- Email Column BCC Addresses.png

 

Email multiple addresses with the Text Column

You can send emails to multiple addresses at once using the Text Column and email integration (Gmail or Outlook). Add emails separated by ";' in the Text Column, then trigger the email, which will be sent to each address separately 💥

BC- Email address via Text Column.png

 

Note:  To learn more about emailing multiple addresses at once, check out this article.

 

 

 

 

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