Bulk Emails

Overview

The Email module allows users to efficiently create and send personalised mailshots to multiple contacts within the database. This feature is ideal for customer updates or internal announcements. Users can design personalised Email Templates using Data Tags, such as the recipient's name or company, ensuring a more tailored approach. Once templates are created, Bulk Emails can be sent either to Individual Contacts or Contact Groups.

Bulk Email 

Create an Email Template

Navigate to Main Menu > Office > Email. Select the Templates folder from the dropdown and click the New button. 

The following tags can be used in your email template:

• [COMPANY]: The name of the company linked to the recipient.

• [TITLE]: The recipient's Title.

• [FIRSTNAME]: The recipient's first name.

• [SURNAME]: The recipient's surname.

• [LISTNAME]: The recipient's full name: Firstname Surname.

• [REP]: The sales representative linked to the recipient's Company.

Send a bulk E-mailshot

Emails can be sent to Contact Groups or to Individual Contacts in the database. Select Menu > Send Email to Contact Group and follow the steps in the wizard.

Contact Groups

• Contacts can be added to groups. (Email > Menu (button) > Contact Groups). 

• Groups can be static or dynamic:

  • Static groups consist of pre-selected email addresses.

  • Dynamic groups use SQL to determine the email addresses at the time the email is generated.

• An email can be sent to a group that is predefined (static). (Email > Menu (button) > Send Email to Contact Group).

• A predefined group can be added to the CC or BCC field of an email to automatically include all the recipients in the group.