HoneyBook provides several options for you to communication with clients. In the following sections, we explore the different ways to create, personalize, and monitor email communication.
Choose the email sender
In HoneyBook, you can have either the platform's sender ([email protected]) or your integrated email address send emails.
Use HoneyBook's email sender
Start sending and receiving messages through HoneyBook immediately after signing up. If you don't have an email to integrate or choose not to, the email address your clients will see as the sender will be [email protected].
Integrate your own email address
HoneyBook supports integrations with all major email providers, like Gmail, Yahoo, AOL, iCloud, Microsoft Outlook, Hotmail, Live, and more. Here’s what you can expect if you integrate your email with HoneyBook:
The “from” email your clients see will be the email address that you integrate
Any client replies to threads that started in HoneyBook, or new client messages sent through the client portal, will appear in HoneyBook and your email inbox
Any messages you send through HoneyBook will also appear in your integrated email’s Sent folder
If you or a client start a new thread from your email inbox, it will not appear in HoneyBook
Set the recipients
When communicating through HoneyBook, you have the option to adjust email recipients—much like in your own email inbox. This helps you personalize and manage communication, ensuring only the relevant stakeholders get your message.
From the recipient field, you can:
Add a recipient: Click the plus (+) sign > add a project participant
If you add an entirely new participant to the project, they’ll have access to all of the emails and files sent previously through the project
The selected recipients will get the message in their email inbox, and the message will also appear in the client portal for them
Remove a recipient: Click the X by their name
Anyone removed will not receive or be able to view the message
If they're added back to the thread at a later point, they may be able to view some of the previously-sent messages from their email inbox
📣 Note
If you're sending an email without a project, the email can only be sent to one recipient, and they must be added as a contact.
Customize your email before sending it
When writing an email, you can edit the formatting, add a signature, or use a saved template. Note that you cannot insert pictures directly into the email, but you can attach them as files.
Customize the email's styling
Whether you’re working on an email template or sending a message through a project, it’s important to understand your formatting options. In HoneyBook, you can:
Format the text with bolding, italicizing, underlining, etc.
Add hyperlinks to text
Add smart fields
Note that smart fields can be used only in the body of an email; they cannot be added to the subject line
Add an email signature
Add attachments
Include a session link
Insert emojis
Preview how the email will look to the recipient by selecting the eye icon
Use an email signature
Create an email signature to showcase your brand's logo, colors, contact information, and links. Insert this signature into your emails with a few clicks, ensuring a professional appearance every time.
Create an email template
You can create reusable email templates to insert in any communication with just a few clicks. These templates can also be customized for each client. This is particularly useful if you frequently have to type up the same message and anticipate doing so in the future, as it saves time.
Remember to add your email signature to your email templates to save the step of adding your signature every time you pull in an email template.
Choose how you'll send the email
In HoneyBook, you have two options for sending emails: typing up a message or using a pre-created template.
From a project's activity feed
Learn how to send an email through a project’s activity feed. Once sent, all participants in the project workspace will receive the email.
With a file
You can share a smart file through email or a direct link, through a project. If you choose email, you can customize the message that accompanies the file, and it will be sent to all project participants.
From the client workspace
When sending an email through the client workspace, you can either:
Send the contact a message through an existing project
Send a standalone email without a project
Batch or bulk send
The batch and bulk email tools allow you to send one email to a group of contacts—perfect for marketing blasts. Batch and bulk emails are available only for users with email integration.
With an automation
To save you from repeatedly typing and manually sending the same message, you can utilize automations for standardized emails in specific project types. These automations allow you to send the desired message at your preferred trigger and timing.
Track emails and responses to them
Too track emails as you send them and client emails come in, review them from the project workspace, client workspace, and from your home page's Inbox widget.
From a project's activity feed
When a client replies or sends a new message through HoneyBook, it will show up in the project's activity feed. By clicking on a specific project and scrolling through its activity feed, you can see all communication that has occurred since the project was created.
From the client workspace
Need to view a specific client’s communication history across all projects? The client workspace is where to find it.
From the Inbox widget
The Inbox widget on your home page tracks recent unread client and collaborator messages across all projects, giving you a bird’s-eye-view of where you may need to follow up.
The following messages will appear in the Inbox widget:
Unread client and collaborator replies to emails that started in HoneyBook
Unread, new client and collaborator messages sent through the client portal
The following messages will not appear in the Inbox widget:
New email threads that clients or collaborators start from their email inbox
Team member emails
Messages will disappear from the Inbox widget when you view the message from the activity feed of the related project workspace
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!