Sending Emails & Using Templates

LeadRevival makes it easy to send personalized outreach without leaving the dashboard.

Sending an Email

1. Open a Lead by clicking on their row in the table.
2. Switch to the Email Composer tab.
3. Review the Draft: The AI pre-fills a subject and body based on its analysis.
4. Edit: You can tweak the text, subject, or sign-off.
5. Send: Click the "Send Email" button. The email is sent immediately via our secure provider.

Setting a "Reply-To" Address

By default, emails come from our system address. To ensure leads reply directly to you:

1. Go to Settings (Sidebar).
2. Enter your email in the Reply-To Email field.
3. Save changes.
4. Future emails will automatically set this as the reply address. You can also override this on a per-email basis in the Composer.

Using Templates

Be more efficient by creating reusable templates.

Creating a Template:

1. In the Email Composer, write a generic version of your email.
2. Use placeholders like {{Name}} or {{Company}} (coming soon).
3. Click "Save as Template".

Loading a Template:

1. In the Composer, locate the "Load Template" dropdown.
2. Select your desired template.
3. The subject and body will be replaced with the template content.