How do I send an email using the engagement suite?

Article author
Crunchbase Staff
  • Updated

To send an email using the engagement suite, first ensure that you have connected your email account.

*Please note that this email integration feature is only available for Crunchbase Business customers. 

Once you’re connected and ready to send an email, find the contact you want to send an email to, and click the View and Send Email button.

This will unlock the contact (which will deduct from your total monthly contacts count), and open up the engagement suite.

You can use Crunchbase's suggested topics and pre-built email templates to send a quick message — or, type out your own.

Use our dynamic variables, which are smart facts about the company or contact you’re reaching out to, such as job title or last funding round. You can add these by clicking on the “{}” icon in the bottom of your email draft.

Click the + icon in the top right corner to create your own email templates to send to your contacts, or save some favorite lines (or “Snippets”) to use in personalized emails. 

After you've written out your 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.

To send an email using the engagement suite, first ensure that you have connected your email account.

*Please note that this email integration feature is only available for Crunchbase Business customers. 

Once you’re connected and ready to send an email, find the contact you want to send an email to, and click the View and Send Email button.

This will unlock the contact (which will deduct from your total monthly contacts count), and open up the engagement suite.

You can use Crunchbase's suggested topics and pre-built email templates to send a quick message — or, type out your own.

Use our dynamic variables, which are smart facts about the company or contact you’re reaching out to, such as job title or last funding round. You can add these by clicking on the “{}” icon in the bottom of your email draft.

Click the + icon in the top right corner to create your own email templates to send to your contacts, or save some favorite lines (or “Snippets”) to use in personalized emails. 

After you've written out your 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.

Was this article helpful?

6 out of 13 found this helpful

Have more questions? Submit a request