Sharing Content Via Client Email

Gainfully users can use the the Client Email feature to send content to their clients and prospects outside of the Gainfully platform. This feature allows users to include one content card per email.

To send content using Client Email, simply click SHARE from a content card and then select CLIENT EMAIL.

Next, select the recipients. Multiple clients can be added by searching their name. You can also search for a client list.

All client contacts must be added before they can be sent emails. Read more about adding and managing your client contacts here.

You also have the option to add a message to be sent with your content.

Select SEND EMAIL when you are ready to send. Note that all Client Emails are sent in real time and cannot be scheduled.