Sending a One-Off Email in eSHOT

One-Off sending allows you to send a single eSHOT to an individual contact or small group of contacts without creating a full broadcast campaign. This is ideal for personalized outreach, quick follow-ups, or sharing content directly with a prospect.

Where to Access One-Off Sending

One-Off sending is currently available under the Edited / Shared tab inside the eSHOT tool.

To access:

1. Go to eSHOT
2. Click Edited / Shared
3. Select the template you want to send
4. Click the Preview icon
5. From the Preview window, click the One-Off Send icon (black envelope icon)
   

Sending a One-Off Email

Once the One-Off window opens, follow these steps:

1. Set Sender Information

• From Name
• From Email

These determine how the email appears in the recipient’s inbox.

2. Add Email Metadata

Enter:

• Subject Line
• Pre-Header

These improve open rates and preview text in most email clients.

3. Choose Recipients

One-Off sending provides two methods:

Option A — Select Existing Contacts
Use the search bar to pull contacts from your CRM sync.

Option B — Send to External Contacts
Enter external emails separated by semicolons (;)

Tip: This is useful when emailing prospects who are not yet stored as contacts.

4. Review the Email Content

The template will display below for final review.
You may:

• Make edits
• Adjust formatting
• Insert merge tags (e.g., name, company)
• Confirm links

5. Send the One-Off

Click Send One-Off to immediately deliver the email to your selected contacts.

Best Use Cases

One-Off sends are ideal for:

• New lead outreach
• Post-meeting follow-ups
• Sending content on behalf of reps
• Reviewing content internally
• Quick one-time touchpoints

Notes

• One-Off sends do not create a campaign
• External contacts are not automatically added to CRM
• Engagement tracking still applies (opens/clicks)