Activity & Pipelines
Send Emails
Manage all your email communications directly within Dalil, using templates and personalization to streamline your outreach efforts.
How it works
Access email - Click the "Inbox" tab in the top navigation to access Email, WhatsApp, and LinkedIn conversations in one unified interface.
Compose messages - Click the green "+ Compose" button in the bottom-left to open a new message window with To, Cc, Bcc, subject, and body fields.
Email templates - A small set of hard-coded templates is available. Users can’t create or edit templates from the UI (temporarily removed as requested).
Meeting links - Click "Link a meeting" to attach calendar invites directly in your email for seamless scheduling coordination.
Mass sending - Dalil doesn’t yet provide true bulk-campaign sending. You can add several recipients manually as Bcc / Cc, but the platform won’t send separate, tracked emails.
Personalization - Not implemented yet. Placeholders like {First Name} are on the roadmap.
Draft management - Draft saving is not yet supported; close the composer or navigate away and the content will be lost.
Tips
Create templates for common scenarios like follow-ups, introductions, and meeting requests
Use mass sending for announcements while maintaining personal touch with variables
Set up your email signature in Account Settings > Email and calendar accounts
Always test templates with yourself before sending to multiple recipients
FAQ
Q: Is there a limit to how many emails I can send?
A: Yes, daily and hourly limits apply based on your plan to prevent spam.
Q: Can I track email opens and clicks?
A: Email tracking features are not yet available but are planned for future updates.
Q: Can I schedule emails to send later?
A: Not currently, but this feature is on the roadmap.
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