Send Mass email from Favorite List – Maximizer

You can send mass emails from the main lists in the Address Book; Opportunities; Customer Service; and Hotlist pages. If you send the email message from the Address Book page; the message is sent to the selected Address Book entries. If you send the email message from another page; the email message is sent to the Address Book entries associated with the selected entries.

When sending an email in Maximizer you can ensure that a copy of the email appears in your email application by choosing to automatically send a carbon copy (CC) of the email to yourself.

If you frequently send mass emails; we recommend creating a favorite list to easily retrieve your regular recipients each time.

You can also select a list of entries from the Address Book

When sending large mass emails (500+); it is best to send them in smaller groups to avoid errors.

Send Emails from a Favorite List
- Select the list of entries you would like to email.
- Click the checkbox to the left of the entries or click the checkbox above the entries to select all the entries in the list.

Click View Favorite Lists.

- Select Add to make a Favorite List.

- Give your Favorite List a name.

- In the Full Access and Read Access fields; select a Maximizer user or security group with access to the Favorite List.
- Press OK.

Your Favorite List has been created.

To open your Favorite List; select View Favorite List.

- Select your Favorite List and click Retrieve.

- Now that your Favorite List is open; select the checkbox in the column setup to select all the entries.

- Select Actions - Write an email.

- The Send Email dialog box appears.
- Select All selected entries.

- Type your email in the text box or click the Template icon to insert your email template.

- 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.