If you send marketing or follow-up emails from your CRM, small setup mistakes can delay campaigns, cause sending problems, or leave messages looking incomplete. This built-in one-click fix tool helps catch and correct common email issues for you, so you can spend less time troubleshooting and more time communicating with customers.

📌 Why This Matters

Email errors like missing subject lines, broken custom field syntax, or incomplete preview text can stop a campaign from going out properly. For a small business owner, that can mean missed appointments, lower response rates, or lost sales opportunities. With automatic fixes built into your CRM, you can correct common issues quickly, improve email reliability, and clearly see what was changed before sending.

✨ What’s New

• One-click email fixes: Common email problems, such as invalid custom value syntax or missing subject lines, can be corrected automatically with a single action.
• Automatic supporting updates: If an email needs an additional variant or related adjustment to work correctly, the system creates it for you.
• Visible change history: Every update is explained and logged in the email chat window, so you know exactly what was changed.
• Better sending confidence: By correcting invalid setups before launch, your emails are more likely to send as expected.

🛠️ How to Use It

1. Step 1: Turn on the email assistant feature in your CRM settings if it is available in your account.
2. Step 2: Create or open an email campaign that has a common issue, such as incorrect custom field syntax, a missing subject line, or missing preview text.
3. Step 3: Click Send, Schedule, or open the email checklist to run validation.
4. Step 4: If the system finds an error, click Fix with AI to apply the recommended correction.
5. Step 5: Review the email chat window to see what was fixed and confirm the changes before sending.

💡 Pro Tip

Before sending any sales or appointment reminder email, use the one-click fix option to catch small errors that could hurt deliverability or cost you replies from ready-to-buy customers.