By reading this article, you will find out how best to create an email in Karbon, depending on what the email relates to. You will also learn how to format your email, add attachments, add BCC and CCC recipients, where your email drafts go and how to undo sending an email, in case you want to take your email back.
Index
Saving emails as drafts
3 ways to create an email
From the global add menu: click on the "+" on the top right and then add a new email
From a contact: in the contact's timeline, click on the "Send an email" button
From a work item: in the work item's timeline, click on "Send an email" button
Smart suggestions for sending emails
When sending emails from a contact or work item's timeline in Karbon, you benefit from smart suggestions that streamline recipient selection, saving you valuable time.
Here’s how it works:
Navigate to the timeline of the person, organization, or client group you wish to email.
Click 'Send an Email' and select the recipient in the 'To' field. You’ll see a list of 5 smart suggestions to help you quickly choose the right recipient.
This feature also applies when drafting new emails or replying within the timeline.
Key Features:
The suggestions are tailored based on whether you're on a contact or work item timeline, and whether it involves a person, organization, or client group.
Suggestions on a work timeline
When work is related to a person:
The primary email address of the client assigned to the work item. If there is no primary email address, the first suggestion will be the 2. suggestion stated below.
The emails to which you have sent a client task within the work item to.
Email addresses sent to additional contacts on the timeline e.g. if you send, receive or add an email to a timeline and it is saved as a contact in Karbon, it will be included in the suggested list.
Any secondary emails associated with the contact the work is related to, such as a secondary email on the details tab of that specific contact.
When work is related to an organization:
The primary email address of the client assigned to the work item. If there is no primary email address, the first suggestion will be the 2. suggestion stated below.
The emails to which you have sent a client task within the work item to.
Email addresses sent to additional contacts on the timeline e.g. if you send, receive or add an email to a timeline and it is saved as a contact in Karbon, it will be included in the suggested list.
The Primary email address of any related contacts of the organization, such as another person contact that's linked to the organization.
Any secondary emails associated with the contact the work is related to, such as a secondary email on the details tab of that specific contact.
When work is related to a client group:
The emails to which you have sent a client task within the work item to.
Email addresses sent to additional contacts on the timeline e.g. if you send, receive or add an email to a timeline and it is saved as a contact in Karbon, it will be included in the suggested list.
Primary email addresses of the members of the Client group, found in the members tab on the client group.
Suggestions on a contact timeline
Contact timeline for a person:
The primary email address for the client. If there is no primary email address, the first suggestion will be the 2. suggestion stated below.
Email addresses sent to additional contacts on the timeline e.g. if you send, receive or add an email to a timeline and it is saved as a contact in Karbon, it will be included in the suggested list.
Any secondary emails associated with the contact, such as a secondary email on a contact card of that specific contact.
Contact timeline for an organization:
The primary email address for the client. If there is no primary email address, the first suggestion will be the 2. suggestion stated below.
Email addresses sent to additional contacts on the timeline e.g. if you send, receive or add an email to a timeline and it is saved as a contact in Karbon, it will be included in the suggested list.
The Primary email address of any related contacts of the organization, such as another person contact that's linked to the organization.
Any secondary emails associated with the contact, such as a secondary email on the details tab of that specific contact.
Contact timeline for a Client Group:
Email addresses sent to additional contacts on the timeline e.g. if you send, receive or add an email to a timeline and it is saved as a contact in Karbon, it will be included in the suggested list.
Primary email addresses of the members of the Client group, found in the members tab on the client group.
Additionally, to ensure you choose the correct contact to email, when searching for a contact, you’ll see additional information like contact type, client type, client ID, and organizations involved in the search results.
Formatting an email
When you begin typing an email, you will see a formatting menu appear at the bottom.
From left to right, this gives you the option to:
Bold text
Italic text
Underline text
Create a bulleted list
Create a numbered list
Insert an emoji
Use indentation
Change the font
Change the text size
Change the text color
Remove any text formatting
Add a link
Add an image
Copy and paste text to email
When pasting text from a Microsoft Office software into an email in Karbon, it is best to remove any previous formatting to ensure the email you send matches what your client sees. Select the text, copy and then paste using the below methods.
For Mac: ⌘ (command) + shift + v
For PC: control + shift + v
Use the formatting tools in Karbon to reformat your text before you send it out.
2 ways to add an attachment to an email
You can add attachments up to 25MB in size to an email. You can do this in two ways.
1. When you begin typing an email, a formatting menu will appear at the bottom. The paperclip icon will allow you to attach a file to the email.
2. You can drag a file from your desktop, and drop it in the body of your email.
Adding cc and bcc to an email
You can add cc and bcc email recipients in Karbon just like any other email platform. When composing, replying or forwarding an email, click on Show cc/bcc to add recipients in the Cc or Bcc fields.
Once you display these fields, you'll be able to copy or blind copy contacts to your email. We recommend not to bcc team members into emails; this clutters their Triage without a clear action for them. Use the comment field to @mention any team members instead if they need to take action on something.
Saving emails as drafts
Karbon keeps track of unsent emails automatically, adding them to the drafts section.
Draft emails are automatically saved when composing a reply on timelines or Triage within an email conversation as well as any emails created from the global add menu. The drafts can be found in the draft section located under Triage in the left menu.
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