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.