Send emails in Attio 

You can send emails directly from Attio - no need to leave the platform.

Composing emails

Once you have synced your email, there are a few different ways to initiate a new email to send from within Attio.

One option is to use the keyboard shortcut c from anywhere within Attio to bring up the Compose email window, and add the recipients manually.

You can also find a Compose Email option in the top right of a person’s record page.

Alternatively, from the People tab of the sidebar or from within lists that contain people, select the checkboxes beside the people's names who you want to email, then click Send email at the bottom of the window. You can also use filters to refine your list to more easily find the people you would like to email.

If some people have multiple email addresses, you can set their primary emails in Record details by clicking into the Email address field and dragging and dropping the ::: icons to change the order.

⁠If you haven't already synced your email and granted email sending permissions, you'll be prompted to do so. From the email composition window you can:

• CC or BCC additional recipients
• Format your email by highlighting body text with click and drag
• Compose an email from scratch, or use a template if you've created one
• Add any attachments you'd like to send
• If you've synced multiple email accounts or have email aliases, you can toggle your sender address by clicking your name and choose the one you'd like to send from

Unsent emails are saved as drafts. To see all drafts, in the sidebar click Email, followed by Email drafts. Once you have sent emails, you’ll find them under the Emails tab on your recipient’s record page.

Email attachments

You can attach files to the emails you compose in Attio. From the bottom left corner of the compose email window, click the paperclip icon.

Locate the file you'd like to attach. To remove an attachment, hover over its name and click X.

Mass sending

Any time you are composing an email to more than one person, you will see a Mass send option with a toggle. If you had selected multiple people from the People tab or a list to email, this option will be enabled by default, whereas if you are adding recipients manually, it will be disabled by default.

When enabled, the Mass send option will allow you send the same email to a list of recipients, but each email will be sent separately. Attio attempts to send them all at once; there's no built-in delay between sends. With mass sending, you also have the option to personalize certain aspects of your message using variables. When Mass send is disabled, the email will be sent to all recipients on the same email.

Mass send an email to a list of people

To mass send emails to members of a list, first open the list, check the boxes next to the people you want to send to (the checkbox at the top next to Person will select all people in the list), then click Send email at the bottom.

Keep in mind that you are only able to mass send emails to up to 10 people at a time on the Free plan, or to up to 50 people at a time on other plans, which is in line with email provider limits and serves to protect you from being flagged as spam.

Using variables

When mass sending is enabled, you can use variables in your email copy. Variables let you personalize parts of your email message, while the rest of the content remains the same for all recipients.

Hit the { key in the email composer to bring up a list of available variables.

When you use variables in your email, Attio inserts data stored in object attributes for the person or company you're sending to. You can also set fallback copy should that data not exist. To add a fallback, click on the variable to bring up the fallback editor.

In the example below, we've used variables for the recipient's first name and location. We've also added fallback copy (without this, the variable content could appear blank).

You can also add variables for the person's company name or other attributes about the company linked to the person's record. To do this when adding a variable, search for Company. The number next to it indicates how many company attributes are available for use, and clicking Company will open a list of them.

From that list, select Name to pull in the name of the company each person record is associated with. Or choose another attribute associated with the person's company.

Once variables have been used in your email message, clicking Review emails and selecting members of your Recipient list will preview the content.

Email templates

If you find yourself using the same format for outgoing emails, it might be helpful to create an email template. Click Email in the sidebar followed by Templates at the top left of the page to view, edit, and create email templates.

Click the + Create template button in the top right corner to create a new template. Save your new template by clicking out of the editor window. To use a template, hit the c key to compose a new email message, and choose start with a template.

Note: everyone in your workspace can view, use, and edit your email templates.

Email opens tracking

If you have synced a Microsoft email, you can track whether recipients have opened emails you've sent. Open the record page of a recipient and click the Emails tab, then open the email you sent. If it has been opened, in the top right you will see Opened by with the recipient's name, along with when it was opened.

Note: Sometimes Attio is blocked from tracking opens. For example, Apple mail blocks the tracking. Also, open tracking is not yet supported for Google mailboxes. If you'd like to see support for open tracking for Google mailboxes in the future, let us know at [email protected].