Start a new email or SMS from the Inbox or a board card. You can also start a phone call from these locations. This guide covers individual messages; for messages to multiple contacts, see How to Send Bulk Emails and SMS.
Composing a New Message
Compose a New Message in the Inbox
Composing a new message is easy! Aptly allows you to create a new message right from your inbox.
- From your Inbox, click the plus icon at the top of the browser.
- Select if you’d like to create a new email, text message, or make a phone call.
- If you choose to create a new email or text, a composer window will open where you can enter your message.
Compose a New Message from a Board
On the card, select the paper airplane icon.
Then, select email, SMS, or phone call.
When you send an email or sms or make a call from a card, you can select the contact type to contact.
Composer Window Details
There are 3 different types of composer windows in Aptly.
- Single Email Composer Window
- Single SMS Composer Window
- Bulk Email Composer Window
Single Email Composer Window
Use the fields and controls shown in the screenshot to prepare your email:
- Add the recipient in To. Use CC or BCC if needed.
- Check From to confirm the sending inbox.
- Enter a Subject and write your message. Use Insert Reply if you want to start from a saved reply.
- Review the recipients, sending inbox, subject, and message.
- Select Send when the email is ready. If you select Discard, review the Save / Discard confirmation before confirming your choice.
Blank composer controls: 1 formatting controls, 2 Discard, and 3 the Send menu. This crop shows the message body and lower controls, not the recipient or sending-inbox fields.
Selecting Discard opens a confirmation with 1 Discard and 2 Save. Review your choice before continuing; no message was saved or sent in this example.
Single SMS Composer Window
The Single SMS composer window will allow you to send a text message to a contact. SMS is text only.
Be mindful of the number of characters you type in the Content area. At the bottom of the composer window, Aptly will tell you how many SMS messages your message will send.
Bulk Email Composer
The bulk email composer appears when you select multiple contacts. For the steps and campaign options, see How to Send Bulk Emails and SMS.
