Bulk Emails

Overview#

• The Email module lets you efficiently create and send personalised mailshots to multiple contacts within the database. This feature is ideal for customer updates or internal announcements.
• You 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.