A client may ask you to use their office or assistant's email for one message. You can pick a different saved email for that contact right inside the Smart Mail.
Send to a different email
By default, each contact's message goes to that contact's main email. It shows first in the To field and can't be removed there. To send this Smart Mail to a different saved email, follow these steps.
Open your Smart Mail.
Click the contact's card in the left sidebar to open their message.
Click the blue + on their picture. A menu lists the contact's other saved emails and any related contacts.
Hover the email you want. Three buttons appear: To, Cc and Bcc.
Click To. Two buttons appear: Replace and Append.
Click Replace. This Smart Mail now goes to the email you picked instead.
Only this Smart Mail changes. The contact's main email in Contacts stays the same.
Send to both emails
Click the blue + on the contact's picture.
Hover the email you want to add and click To.
Click Append. The email is added next to the one already in To, so the message goes to both.
The added email has an ✕. Click it to remove that email.
Switch back
If you used Replace and want the main email again, open the same blue + menu. Pick the main email, click To, then click Replace.
Change the default email for every Smart Mail
The steps above only change one Smart Mail. To change which email every future Smart Mail uses for a contact:
Open the contact.
Click the pencil icon to edit the contact.
Click Set main next to the email you want.
Click Done.
The main email is the default for Smart Mail, Transactions and Invoices. For more, see How to Edit and Update Contact Details.
New to sending? See How to Personalize and Send Smart Mail.
❓FAQs
Q: Does Replace change the contact's main email?
A: No. Replace only changes the email for this Smart Mail. The contact's main email in Contacts stays the same.
Q: Why don't I see Replace or Append?
A: The choice only appears for contacts with more than one saved email.
Q: Can I send a copy instead?
A: Yes. Hover the email, then click Cc or Bcc. The email is added as a copy, and you won't be asked to choose Replace or Append. See Adding a Cc in Smart Mail.
Q: How do I change the email every future Smart Mail uses?
A: Open the contact, click the pencil icon, and click Set main next to the email you want. Then click Done.