How do I send an email using the engagement suite?

Article author
Crunchbase Product Team
  • Updated

To access the email integration in the engagement suite and connect your email account, log in to your Crunchbase account and click on Account > Account Settings in the upper right-hand corner of the page.

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From the left-hand navigation, select Account Settings then Integrations. After, enter your email and click Connect Email. For best results, we recommend the following email providers for Crunchbase’s email integration: Google, Gmail, Yahoo, Office365, and Outlook. For steps to connect with a provider not listed, click here.

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After connecting, you'll then be taken to a verification page to allow Crunchbase to access your email account, and accept the terms of service and privacy policy. 

To send an email using the engagement suite, go to a company profile and View a contact. Note, by selecting 'View' you are unlocking a contact that does come from your own balance. To learn more about how many contacts you have access to, click here!

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After click Actions next to an unlocked contact, and click Send Email.

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The email window will open, and you can use Crunchbase's suggested topics and pre-built email templates to send a quick message.

You can also type out your own content and add a dynamic variable. Dynamic variables are smart facts about the company or contact you’re reaching out to, like job title or last funding round. You can add it by clicking on the “{}” icon in the bottom of your email draft

Alternatively, you can create your own email templates to send to your contacts, or save some favorite lines to use in personalized emails. 

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After you've written the perfect email, just click Send. Be sure to add a subject line - you'll need this in order to send!

All emails are sent from your email client, so go to your email provider directly to view any previously sent messages. Crunchbase does not provide any email metrics at this time. 

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