If you’re emailing a customer using PERQ CRM and you want to send photos or videos with your message, you can!

Here’s how to send images or videos in an email using the mobile app.

Inserting Images

You can add images to your emails in PERQ CRM both on the mobile app and on the Desktop version.

Step 1: Capture the photos you want to send using your mobile device. Or, click on any image from your browser, such as a product image on your store’s website, and copy it to your clipboard.

Step 2: Open up a new email to send to the customer.

Step 3: If you copied the image to your clipboard, press your finger on the screen to place the cursor where you want the image to go and hold for a second or two and a small menu will pop-up. Select paste. Your image will be pasted into your email.

If you took an image on your mobile device, you’ll still want to press down on your screen to place the cursor where you want the image to go. Once the cursor is flashing in place, you’ll select the picture frame icon from the top toolbar.

From there, you’ll see the option to add in a photo from your photo library or take a new one on your camera. Select the image you want to insert and you’re good to go!

Inserting a video

Inserting a video into an email is similar to an image but there are a few key differences. While photos will show in your email, videos will be inserted as a link.

Adding a video to an email is only available on the PERQ CRM Mobile App.

Step 1: Capture the video you want to send using your mobile device.

Step 2: Open up a new email to send to the customer.

Step 3: Press down on your screen to place the cursor where you want the video to go. Once the cursor is flashing in place, you’ll select the film icon from the top toolbar. From there, you’ll see the option to select a video from your device. Select the video you want to insert. PERQ CRM will then compress your video and prepare it into a link.

Step 4: Send your email. When the customer receives the email, they will be able to click the link and watch your video.

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