ShortHand Email Extension Tutorial & Support

2. Getting Started

1. Click on the ShortHand Emailer icon in your Chrome toolbar to open the extension.

2. You will see the main dashboard with various options including "Launch", "Email Template", "Signature", "Upload Contacts", "Preview Email", and icons for settings, contacts, logs, and website

3. Setting Up the Extension

Open Settings:

1. Click on the ShortHand Emailer icon in the Chrome toolbar.

2. Click on the "Settings" button (gear icon).

4. Adding Your Email Signature

Open Signature Page:

1. Click on the ShortHand Emailer icon in the Chrome toolbar.

2. Click on the "Signature" button.

Paste Your Signature HTML:

1. In the signature page, paste your email signature HTML code into the provided text area.

2. Ensure that your signature includes any images, links, and contact information you want to appear in your emails.

Save Signature:

1. Click on the "Save Signature" button.

2. Your signature will be saved and automatically included in all your emails.

5. Creating and Saving Email Templates

Select a Template:

1. Click on the ShortHand Emailer icon in the Chrome toolbar.

2. Click on the "Email Template" button.

Fill Out Template Details:

1. In the template page, fill out the header, titles, and body sections. (Using HTML code)

2. Customize each section according to your needs.

Save Template:

1. Click on the "Save Template" button.

2. Your template will be saved and ready for use.

6. Uploading Contacts

Prepare Contacts File:

1. Create a CSV file with the following columns: Name, Email, Subject.

2. Ensure the file is formatted correctly and contains the necessary information for each contact.

Upload Contacts:

1. Click on the ShortHand Emailer icon in the Chrome toolbar.

2. Click on the "Upload Contacts" button and select your CSV file.

3. The contacts will be uploaded and displayed in the extension.

7. Sending Emails

Select Email Template:

1. Ensure you have saved an email template as described in the "Creating and Saving Email Templates" section.

Send Emails:

1. Click on the ShortHand Emailer icon in the Chrome toolbar.

2. Click on the "Launch" button.

3. Confirm the action in the dialog box that appears.

Monitor Status:

1. The status light will change colors to indicate the progress:

   • Red: Idle

   • Yellow: Sending emails

   • Green: Emails sent successfully

8. Viewing and Downloading Email Logs

View Logs:

1. Click the logs icon (log book) on the right-hand side of the main dashboard.

2. A new window will open displaying a table with the following headers: Name, Email, Date, Subject

Download Logs:

1. Use the "Download Logs" button to export the email logs as a CSV file.

2. The logs are stored for 30 days, with dates formatted as MM-DD-YYYY.

9. Best Practices

• Obtain Consent: Ensure you have explicit permission from recipients before sending emails.

• Comply with Laws: Follow email marketing laws like the CAN-SPAM Act and GDPR.

• Provide Clear Unsubscribe Options: Make it easy for recipients to opt out of future emails.

• Keep Content Relevant: Ensure your email content is relevant and valuable to recipients.

EMAIL or Text Me for any additional help!