You can send mass emails to your contacts directly from your CRM.
Steps to Send a Mass Email:
- Navigate to CRM → View Contacts and search for the contacts you want to email. (For help with searching, refer to the search guide.)
- Select the contacts you want to email. (If none are selected, the email will be sent to all contacts in the search results.)
- Click "Actions" → "Send Email".
Composing and Sending Your Email:
- On the next page, write your email.
- Click the green "Template" button to insert a pre-made template.
- To test your email before sending, click "Send Test" to send a preview to yourself.
Adding Tags for Organization
- Before sending, you can add tags to the contacts at the bottom of the page.
- These tags will only be applied if the email is successfully sent, helping you track which contacts received it.
Saving as a Template & Sending
- To save your composed email as a new template for future use, check the "Save as template" box.
- Click "Send" to send the email to your selected contacts.
