You can send a mass email to entries from the Address Book/Contact List, Opportunities/Accounts, Hotlist Customer/Client Service. You can perform an Advanced Search, Retrieve a Favorite List or select the specific entries to send the mass email to.
Note: You cannot send more than 1000 emails at once. If you want to send more than 1000 emails, send them in smaller groups if needed.
Once you have performed your search, retrieved your list or selected the entries you want to send the mass email to :
-
- Select Actions > Write an email or Right-click and select Write an email.
-
- Select All selected entries if you handpicked your list.
-or-
-
- Select All entries in the list if you used a favorite list or performed an advanced search.
-
- Type your email in the text box or click the Template icon to insert your email template.
- Insert merge fields in your email to personalize each email.
-
- In the To field; Merge to list indicates that each selected entry will receive a personalized email from you.
-
- Choose an option from the Send as: drop-down list.
-
- Select Separately to send a separate email message to each Address Book entry.
- Select One email to send one email message to all the selected entries at once.
- Choose an Email type from the drop-down list.
-
-
At the bottom of the email, you can:
- Select "Send a copy of this message to myself" to automatically send a carbon copy of the email message to your email address.
- Setup the Interaction Properties and Access Rights.
- Click Send.
-
The Emails will not be sent if you are prompted with an error message. Read and correct the error(s) and click Send to try again.
Do not press send more than once; if you do; duplicate emails may be sent to the recipients.
For example:
© Maximizer Services Inc.. All rights reserved.