Email in Bulk from a List |
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The bulk email function applies to cardfile, project, quote and job Lists. This makes it very easy to generate templated outbound emails.
When sending from a job or quote list, the emails will be automatically attached to the jobs or quotes in the list. This is a great feature that allows sending emails to a group based on products purchased, specific project types, and more.
It is advisable to set the Max. emails per minute to no more than 25 to ensure they are not seen as spam. On the ribbon, go to Tools > Options > Email to set this parameter.
In the Report section of the ribbon select Email from list (in this case Job), then select Preview.
1.Choose the template to be used. 2.Select the test email address to send a test first, if desired.
3.Select the From address to be used. 4.The email template subject can be changed. 5.Send To options provide great control as to which contacts within the list and which email address to use when sending: ▪Primary Contact – Sends to all primary contacts where the contact type Email exists, and has an entry. ▪All Contacts – Sends to all contacts within a company where the contact type Email exists, and has an entry. ▪By Contact Type – All contact types with Email entries are displayed. Once selected, only contacts with the specific Contact Type value will be selected for sending. The Email value for the Contact Type is used as the To: address. ▪Contacts with Web Account allows using only the Web Account Email. This is found on the Contacts tab of a cardfile: ▪For Type – Select contacts based on the existence of any configured contact type, and with the ability to choose which entry for Email. In this example, all contacts with a contact type of Email SMS will be selected, and the To: address will be derived from the value found in Email SMS. Contacts that are not configured with Email SMS will not be selected. The option equals field allows for entering text for additional requirements of the selection criteria based on the value within the contact type. 4.Selection Grid – Once selections have been entered, the grid is populated with matching contacts. As per the image below, refine even further by manually removing contacts prior to sending.
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