How to Create and Send Bulk Emails to Contacts

Creating Bulk Emails for Your Contacts

You can create and send personalized email campaigns directly from your contact lists using the bulk email tool. This interface provides several ways to build your email, helps ensure deliverability, and offers powerful tracking options.

How to Access the Bulk Email Tool

To start creating a bulk email, follow these steps:

1. Go to the Contacts section in your CRM.
2. Navigate to Smart Lists.
3. Select the specific contacts or an entire Smart List you wish to email.
4. From the Bulk Actions toolbar, click the option for Send Email.

This will open the bulk email composer, where you can begin crafting your message.

Choosing Your Email Creation Method

The composer offers three primary modes for creating your email content:

• Quick Compose: A simple text editor for drafting and sending messages quickly without complex formatting.
• Smart Builder: A more powerful editor that lets you choose between a visual drag-and-drop designer, a code editor, or a plain text editor.
• Select Existing Template: Choose from your previously saved email templates or browse the template library to use a pre-designed layout.

Reviewing Recipients Before Sending

Before your email is sent, the system automatically reviews your selected contact list. A summary will show you:

• The total number of contacts initially selected.
• How many contacts were filtered out (e.g., those marked as unsubscribed or invalid).
• The final count of contacts who will receive the email.

This pre-send filtering helps protect your sender reputation by preventing emails from being sent to contacts who should not receive them.

Configuring Additional Settings

For more advanced campaigns, you can expand the Additional Settings section. Here you can:

• Track Clicks: Enable this to monitor which links in your email are clicked and by whom.
• Use UTM Tracking: Automatically add UTM parameters to your links for detailed analytics in tools like Google Analytics.
• Add Tags: Automatically apply specific tags to contacts based on how they interact with the email (e.g., if they open it or click a link).

Sending a Test Email and Finalizing Your Campaign

It's a good practice to send a test email before launching your campaign.

1. In the composer, enter an email address in the field provided for test sends.
2. Click Send Test Mail to receive a preview.
3. Once satisfied with your email, click Review Campaign to proceed to the final sending options.

Choosing a Send Method

When you are ready to send, you can choose from several delivery methods:

• Send All at Once: Dispatches the email to all recipients immediately.
• Send at Scheduled Time: Schedule the email to be sent at a specific future date and time.
• Send in Drip Mode: Sends the emails in staggered batches over time, which can help with inbox placement.

Select your preferred option and click Send Email to launch your campaign.

Viewing Email Performance and Statistics

After sending, you can view basic outcome metrics (like sends and opens) directly from the contact list area. For a comprehensive, detailed report that includes opens, clicks, bounces, and allows you to compare performance across different email sources (like Campaigns and Workflows), use the option to view more stats. This will take you to the central email statistics dashboard, located at Marketing → Emails → Statistics.

Frequently Asked Questions

Q: Will unsubscribed contacts receive my bulk email?
A: No. The system automatically filters out contacts who have unsubscribed, are marked as Do Not Disturb (DND), or are otherwise invalid.

Q: Can I use email templates I created elsewhere in the CRM?
A: Yes. Your saved personal templates and templates from the shared library are available to select within the bulk email composer.