Skip to content

Send a welcome email to a contact

Send a single email to one contact without leaving Ohanvi. At the end, the contact has the email in their inbox with the brochures you chose, and the email shows in their activity history. It takes about a minute.

Before you start

Two ways to send

Mode Use it when
Compose + PDF You want to edit the subject and message and attach your own files.
Ohanvi brochure You want a ready-made email that shows the brochure inside the message. The subject and body are made for you.

Steps

Open the email window

  1. Open Contacts in the left rail, then select All contacts.
  2. Click the contact, then click More actions (the … button).
  3. Click Send Welcome Email. The email window opens.
  4. Read the To box. It shows the contact's email and you cannot change it here.
  5. To enlarge the window, click the maximise button in its header.

Send with Compose + PDF

  1. Click Compose + PDF at the top of the window.
  2. Optional: under Email Template, pick a saved email template. The box reads Select a template (optional). The subject and body fill in.
  3. Check the Subject. The window starts with your saved welcome subject.
  4. Check the Body. Edit it for this contact if you want. Your change affects only this email.
  5. Under Attach brochures, tick each file you want to attach. The size shows under each name.
  6. Click Send. The message Welcome email sent to … appears.

If the Subject is empty, the window says Add a subject before sending. If the Body is empty, it says Add a message before sending.

Send the Ohanvi brochure email

  1. Click Ohanvi brochure at the top of the window.
  2. Read the box that explains the email. It is a ready-made message with the brochure shown inside it. You do not write the subject or body.
  3. Optional: under Add images to the email, click Click to add images or drop files on it. Use PNG, JPG, GIF or WEBP files, up to 5 MB each. The counter shows how many you added, for example 2/6.
  4. Under Attach brochures, tick the brochures to include.
  5. Click Send.

Add a brochure from this window

  1. Next to Attach brochures, click Manage. The Manage Brochures window opens.
  2. Click Upload brochure and pick a file. See Set up the welcome email for file rules.
  3. Close the window. The new file is in the list. Tick it.

If you have no files yet, the list says No brochures yet. Tap Manage to upload the booklet.

Check that it was logged

  1. Select the contact and open Notes & Activities from More actions. Or open the Email tab in the middle pane.
  2. Find the email you sent. Each welcome email is saved as an email activity on the contact.
  3. Go back to the All contacts list. The email count for that contact has gone up by 1.

Troubleshooting

Issue Cause Fix
Could not send the email. Please retry. The email did not send. Click Send again. Check the contact's Email.
The To box is empty The contact has no email. Add an Email in the Identity block, then click Update contact.
An attached file is missing in the list It was not uploaded, or it was deleted. Click Manage and upload it again.
Email Opt-out is ticked on the contact The contact asked not to get emails. Respect the choice. See Track contact consent.