About the Send Email App

Send email with standard or personalized templates

Updated over a week ago

The Send Email App lets you send emails directly from Method with the click of a button. This app works with other apps in Method to ensure notifications get to your customers in a timely and relevant manner. 

Paid subscribers are allowed to send to 5000 email recipients for free per month, sent out from our Method Email Server. This limit will reset on your billing period. To send more, you can click the link to view your Account Settings: Communications.

NOTE: During your trial period with Method, you can only send to 100 emails recipients. If you have a trial QuickBooks account, you will not be able to send any email.

For the majority of Method accounts, it is recommended to stay with the default and use Method's email server, however, you can set up an external email server as well. 

You can also build and customize your own email templates, for internal use (e.g. notifications for employees) and external use (e.g. customer and lead outreach).

NOTE: To minimize the likelihood of recipients marking messages as spam, please see our article "Email Marketing Best Practices".

App Perks

  • Send emails and maintain interaction records automatically.

  • Create and use email templates for commonly-sent emails.

  • Use mail merge to pull information into emails automatically.

To learn more:

Did this answer your question?