When you enable custom objects, or prebuilt apps, a few things change in your account.
Your messages and automation will move under your object’s main navigation button, and a new field will appear in your email settings — “Send email to.”
Email settings before custom objects are enabled:
Email settings after custom objects are enabled:
This new field makes it easy to select who will receive your message directly from your email settings.
Before you enable custom objects (or prebuilt apps), the only object in your account is Contacts, so all your emails are sent to your contacts’ email addresses.
But using custom objects opens up a lot of possibilities, such as sending a message to your deal’s primary contact or to all contacts who work for a certain company.
And it’ll be easy to automate your communication as you add more types of records to your account. You won’t need to create a group to send your email to the correct people — your “Send email to” does it for you!
In this article you’ll learn how to use the “Send email to” field to send your emails to the right email addresses.
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There is always a default “Send email to” option selected in new emails. In most cases, this is the email address you want to send messages to. For example, if you create a contacts email, your “send to” field will have “Email” selected.
A new email created from the Deals object has the default option, “Primary Contact >> Email.” This will send an email to the contact who is the primary contact of your deal.
The reason you see “Primary Contact >> Email” instead of “Email” is because the deal records don’t contain an email address field. Instead they have a relational field that contains the name and email address of your deal’s primary contact.
So, an email sent to your deal’s primary contact will go to the address saved in your contact’s record.
You are able to send your email to a contact’s address because the prebuilt Deals object is related to the Contacts object.
- Check out this article to understand relationships between objects.
In addition to the default sent to option, there are also other options to ensure your email goes to the right recipient.