How to Send a Thank You Note Email

Mobile App

  1. While on the Meeting Details screen, tap on Send Thank You Email.

  1. A. pop-up screen will appear asking you to choose an email app, if you have any installed. Tap on one of them to be taken to the email app you chose.
iOS version of the Open Email screen
Android version of the Open Email screen
Android version of the Open Email screen
  1. The email app you chose will open up once you choose the one you would like to use. You will then see the appropriate fields autofilled in. (To:, CC:, if any, Subject, and Body)

Web Portal

  1. Tap on the Send Thank You Email button on the Meeting Details screen.

  1. A new pop up screen will appear. This will have the To:, CC, if any, the Subject, and Body of the email.

  2. To the right of each of the text boxes are the Copy/Paste buttons. Tap on one and the computer will copy the text and then you can open an email app on your computer and create a new email and then paste the information into your email app and then you can send it off to the ones you met with.

  1. There is also an Open in Email App button at the bottom right of the pop up screen where you can open your default email app on your computer.
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