How do I send an email to bulk contacts?

Updated on October 12, 2021 06:16AM by Admin

Contacts App allows you to send email to bulk or mass contacts using email templates. In order to send an email, you need to build your email template from the settings. Instead of sending the email to each and every recipient manually, you can email multiple recipients with a single mouse click at the same time.

You can also send bulk emails to other CRM objects such as customers, leads, opportunities, and cases.

You can send up to 50 objects at a time. Select the first 50 objects and click on the "Emails" action. To compose the email window pre-populates the email address of selected leads, contacts, customers, etc.

Steps to send bulk emails

  • Log in and access Contacts App from your universal navigation menu bar.
  • Click on “Show All” from the left navigation panel.
Contacts app
  • Select all contacts, by default you are allowed to select 50 contacts.

Note: You cannot add more than 50 objects for sending bulk emails.

Select Contacts

  • Click on “Bulk Actions” and select the “Emails” option.
Bulk Actions
  • You can view the “Send Email” window with an email address of all selected contacts and predefined message templates in the “Templates” drop-down.
Send Email
  • To choose a predefined template, you need to create a template in the “Message Templates” section of Contacts App settings.
  • Now, select an email template and send emails to all contacts simultaneously.
  • Click on the “Send” button.
Message Templates
  • The emails will be sent to the selected list.
Email Sent