Send an Ad Hoc Email – Momentus Support Center

Permissions needed:

To send email: Email Activity Logs > Send
To view email logs: Email Activity Logs > View

You are able to send an email to your clients from the Emails tab on an event, an account, or a contact.

If email logging is enabled, emails sent from the event details page will be logged on that event as well as on the contact's account and contact email tabs. Emails sent from the account or contact email tab will be logged on both the contact's email tab and the contact's account's email tab. This allows you to track the email conversation from within Elite and allows your coworkers to stay in the loop as needed.

To send an ad hoc email:

Go to the Email tab on either an event, account, or contact.
Click Compose New Email.
Search for and select the recipient(s) of the email. You can type email addresses in directly or search for existing contacts or contact groups.
- Add the main recipient as the "To" recipient
- If you would like to cc or bcc someone on this email, select cc or bcc and then search for and select the recipient.
Send a copy to me will be checked by default. If you do not wish to receive a copy of this email in your inbox, uncheck this.
If you have created an email signature, check Include signature to have your email signature added to the body of the email. If you marked your signature to be included automatically, this will already be checked.
If email templates for the type of email you are sending have been created, you will have the option to select a template.
Add any attachments:
1. Click the upload upload icon.
2. In the Upload Attachments slider, click Add Files to select a document or drag and drop the document to the Add Files box.
3. Click Upload.
Add or update the email's subject line.
Add or update the email's body text.
- Use the rich text editor to apply formatting, insert images or tables, and more.
- You are able to add merge fields to include pre-populated data from Elite.
  1. Where you want to add the merge field, click the curly brackets icon or Insert > Insert Merge Field.
  2. Based on the Email Template Type, a selection of field types will display. Expand the section, and select the merge field.
  3. The field will be added. As you insert the details into the email, if the field is populated in Elite, it will display in a green text box. If the field is red, the information has not been added to the system yet.
    If you have added the incorrect field, double-click on the inserted field, and the Select Merge Fields dropdown will appear for you to add the correct merge field.
When your email is complete, click Send. If email logging is enabled on your account, the email will be logged.

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