How do I send an email via AutoConvert?

You can send an email to your customers, dealerships and lenders within an application.

1. Open the application you want to send the email for
2. Select 'Email' in the top right menu
3. A window will open for you to write the email
4. Select the recipient from the drop-down
5. Select a template (if needed)
6. In the 'To', 'Cc' and 'Bcc' fields, you can add any other email addresses
7. Add the title of the email to the 'Subject' field
8. Add your message into the 'Body' field, if you're not using a template
9. Selecting a 'Body Replacement Token' will let you add in values from the system to the email. For example, {Forename} will automatically add the applicants forename to the body. The dropdown will show you a list of all the options you can choose.
10. Add any attachments needed. You have a limit of 15MB (total size).
11. You can then select:
    • Preview - This will give you the option to see what the email will look like to the recipient
    • Send - This will send the email
    • Close - This will close the email. It won't send to the recipient