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Sending an Individual Email

From any contact or lead detail page:
  1. Click Send Email in the header action buttons.
  2. The email composer opens with the recipient’s email pre-filled.
  3. Choose a template (optional) or write your email from scratch.
  4. Review the subject and body — variables are previewed with real values.
  5. Click Send.
The email is delivered immediately and logged on the contact’s activity timeline.

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Sending Bulk Emails

To send the same email to multiple contacts or leads:
1

Filter your list

Go to Contacts or Leads and apply filters to target the right audience (e.g., Stage = Nurturing, Source = Website Form).
2

Select records

Check the box in the list header to select all records matching your filter, or select individual records manually.
3

Send email

Click Actions → Send Email. Choose an email template. Preview the email with sample variable values.
4

Confirm and send

Review the recipient count and click Send to X Recipients. Emails are queued and sent over the next few minutes to avoid spam triggers.
Bulk emails are sent to all selected recipients, even those you may have recently emailed. Check for contacts already in active automation sequences before sending a manual bulk email to the same group.

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Configuring SMTP

SMTP lets you send emails through your own email provider (Google Workspace, Microsoft 365, Mailgun, SendGrid, etc.). Go to Settings → Email → SMTP and configure:
SettingValue
SMTP HostYour provider’s outgoing mail server
Port587 (STARTTLS) or 465 (SSL)
UsernameYour email address or SMTP username
PasswordYour email password or app password
From NameThe name recipients see
From EmailThe address emails are sent from
EncryptionTLS (recommended) or SSL

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Google Workspace SMTP

Use smtp.gmail.com on port 587. For the password, create an App Password in your Google account security settings (requires 2FA to be enabled). Do not use your regular Google password.

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Microsoft 365 SMTP

Use smtp.office365.com on port 587. Use your Microsoft 365 email and password. If your organization enforces Modern Authentication, use the Microsoft 365 integration instead of SMTP.

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Sendgrid / Mailgun

Use the provider’s SMTP relay credentials. Set the From Email to an address on a domain you’ve verified with the provider.

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Configuring Amazon SES

Amazon SES is a high-volume, cost-effective sending option suitable for workspaces sending thousands of emails per month. Go to Settings → Email → SES and enter:
SettingValue
AWS Access Key IDFrom your IAM user credentials
AWS Secret Access KeyFrom your IAM user credentials
AWS RegionThe SES region (e.g., us-east-1)
From EmailA verified SES email address or domain
From NameThe name recipients see
Prerequisites:
  1. Verify your sending domain in AWS SES (add TXT and DKIM records to your DNS).
  2. Create an IAM user with ses:SendEmail and ses:SendRawEmail permissions.
  3. Request production access from AWS to send to unverified addresses (sandbox mode only allows verified emails).
Once SES is configured, all emails sent from ParsaLink — including automation emails — will route through SES. Monitor your SES sending metrics in the AWS console to track bounce and complaint rates.

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Email Deliverability Tips

  • Use a custom domain — Sending from [email protected] is far more trustworthy than a generic provider domain.
  • Set up SPF, DKIM, and DMARC — These DNS records authenticate your emails and significantly reduce the chance of landing in spam.
  • Warm up new domains — Start with small send volumes and gradually increase over 2–4 weeks when using a new domain or SES account.
  • Keep lists clean — Use suppression lists and regularly remove hard bounces to protect your sender reputation.