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."
You can then add the email address and choose the text you want to display in your column.
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.
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.
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.
- 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!
You will find the "pulse" ID at the start of the cc'ed email address.
- 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.
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!
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 💥
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