In order to send a template to one person very quickly, set up a Quick Send Template and then use the Quick Send feature from the top menu. This would be useful if you send the same email on an individual basis often. For example, if a salesperson routinely makes calls and then sends a follow-up email, they can set up a template for this using the Quick Send feature.
First you will set up the Template as a Quick Send Template. Go to Email Templates by navigating to Messaging > Templates. Open a template that has already been created and in the Quick Send Settings section of the Email Template, toggle Quick Send Template to Yes. This will allow you to use this template as a Quick Send template going forward:
Sending a Quick Send Email to a Contact
From the top menu within the Contact, choose ClickDimensions Quick Send:
The Quick Send Email will only be sent to the address in the recipient's Email Address 1 field.
This will open another window prompting you to choose the required Template. The Email Template field will display a list of all active Email Templates that are marked as Quick Send templates. Choose the Quick Send Email Template you want to use, and the other fields will automatically populate with data set on that Quick Send Email Template record.
Make any changes you want, if any, and then press Send. The email will go out and create an Email Send, Sent Email, and Email Events just like any other email!
Sending a Quick Send Email to an Opportunity
Quick Send Emails can be used with Opportunity records.
From the top menu within the Opportunity choose ClickDimensions Quick Send. You will be able to go through the same steps listed above to send a Quick Send email to the Contact associated with the Opportunity if there is one available.
If only the Contact lookup field is populated, the Quick Send will be sent to the Contact listed.
If only the Account lookup field is populated, the Quick Send will be sent to the email address on the Account.
If both the Contact lookup field and Account lookup field are populated, the Quick Send email will be sent to the Contact only.