Omnisnia CRM Docs / Sales Email

Sales Email

Sales email lets you send templated messages to your contacts, log every message on the record’s timeline, track opens and clicks, and run multi-step sequences that follow up automatically until a contact replies.

Delivery requires configuration. Omnisnia sends mail only when your administrator has configured an SMTP mail server. Without it, messages are still recorded on the timeline but are not actually delivered. If your email is not going out, ask your administrator whether SMTP is configured.

Email templates

An email template is a reusable message with a subject and a body. Templates support placeholders written as {{name}}, which are filled in with real values when a message is sent — for example Hi {{name}}, following up on {{deal}}.

  • Give each template a subject and a body, using {{placeholders}} wherever you want a value substituted in.
  • If a placeholder has no value when the message is sent, it is left as-is in the text rather than becoming blank — so a missing value is visible, not silently dropped.
  • Create, edit, and delete templates as your messaging evolves.

Logging messages onto the timeline

Every sales email is recorded on the activity timeline of the record it relates to, so a client’s or contact’s history shows the full conversation.

  • Sent messages you send from Omnisnia are logged as outbound activity (“Sent: …”).
  • Received messages are logged as inbound activity (“Received: …”) against the same record.

This gives you one place to see everything exchanged with a contact, alongside your notes, calls, and other activities.

Open and click tracking

Omnisnia can track engagement with the messages you send:

  • Opens are tracked so you can see when a recipient opened your message.
  • Clicks are tracked so you can see when a recipient clicked a link in your message.

Tracking works through invisible tracking added to outgoing mail, and the results are recorded against the message. Use it to gauge interest and time your follow-ups.

Sequences (cadences)

A sequence (also called a cadence) is a series of email steps that go out automatically over time, so follow-up happens without you remembering to send each one.

Building a sequence

A sequence is made of ordered steps. Each step has:

  • A position — its order in the sequence
  • A delay — how many hours to wait (measured from the previous step) before this step is sent
  • A subject and body — the message for that step, which can use {{placeholders}} like any template

Enrolling a contact

Enroll a contact (or another record) into a sequence to start them on it. An enrollment tracks:

  • The record enrolled and the address it is sent to
  • The current step the enrollment has reached
  • Its status — active while running, completed when all steps have been sent, or exited if it was stopped early
  • When the next step is due to go out

The sequence advances on its own: a background process checks periodically and sends each step once its delay has elapsed.

Exit on reply

A sequence stops as soon as it has done its job. An enrollment exits automatically when the contact replies — when Omnisnia logs an inbound message from the enrolled contact, their active enrollment is exited so they stop receiving further steps. You can also exit an enrollment manually at any time.

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