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Send & Manage

1 author8 articles
How to send emails to a client from Uku?Send emails directly from Uku using the Communication tab, from within a task, or by automating email delivery on task templates and plans.
How to send automatic emails from Uku?Set up automated email reminders and notifications by attaching emails to recurring task templates with timing rules in Uku.
How to send emails in bulk?Send the same email to multiple clients at once by creating a task template with an automated email, bulk-assigning it, and marking tasks as done to trigger delivery.
How to create, edit, and delete email templates?Create, edit, and delete email templates in Uku to send consistent, personalized messages to clients faster using placeholders.
How to add a signature to an emailCreate, edit, delete, and use professional email signatures in Uku. Personalize with company logos, social links, and dynamic variables.
How to redirect the sender of automated emails?Reassign automated email sending from one email address to another in Uku when a team member leaves, goes on leave, or their account is deactivated.
How to Send Emails from Uku - Complete GuideConnect your email account (Gmail, Microsoft 365, or custom SMTP) to Uku to send invoices, automate recurring emails, and manage client communication. All emails are tracked in the client communication…
Incoming emails in UkuLearn how incoming emails automatically create tasks in Uku, how email conversations are threaded within tasks, and where to find incoming messages across the Catch up tab, Notifications, and task…