Bulk Actions - Email

2. Click on "Contacts" to view your list.

3. Select a contact by clicking the checkbox.

4. You can select multiple contacts from the list.

5. Click here to select all contacts quickly.

6. Click the Send Email button to proceed.

7. Add your action name in the provided field.

8. Enter your name and email address here.

9. Compose your message for the email here.

• You can use the formatting buttons to add a trigger link, change the font style, use custom values/merge fields, and attach a file.

10. click here if you want to attach files

11. Choose your send type mode from the options.

• Then choose the scheduling for this action. You can choose “send all at once” to process the action immediately, “send all at scheduled time” to process the action at one time in the future, or “send in drip mode” to process groups/batches.

12. Click to send all at once for immediate delivery.

13. Click here to schedule your email for later.

14. Set the start date and time for your email.

15. Then, click send in drip mode to stagger emails.

16. Add your desired batch quantity in this section.

17. Set how often you want the email to repeat.

Note: When scheduling a bulk action in drip mode, the "repeat after" does not repeat the entire process. Instead, it can be viewed as "run every". As shown in the example below, 100 contacts would be processed per every 5 hours. This process would repeat until all selected contacts received the drip communication. (If you had 780 contacts selected, there would be a total of 8 batches – 7 x 100 and 1 x 80).

18. Specify the days and hours for sending emails here.

19. Finally, check the box to confirm and click Send Email.

FAQs

1. How do I select multiple contacts for a bulk email?

• You can select contacts by checking the box next to each record or use the select-all option at the top of the page.

2. Can I use an email template for bulk email actions?

• Yes, you can either create a new email message or choose a pre-existing template from the dropdown menu.

3. What is drip mode, and how does it work?

• Drip mode allows you to send emails in batches. For example, you can set the system to send emails to 100 contacts every 5 hours, and the process will repeat until all contacts have received the email.

4. Can I schedule a bulk email for a future time?

• Yes, you can schedule the email to be sent at a specific future time or choose to send it immediately.

5. What happens if I schedule a bulk email in drip mode?

• The system will process the emails in batches based on the interval you set, ensuring a smooth distribution of emails over time.

6. Is it possible to attach files to a bulk email?

• Yes, you can attach files to your bulk email using the formatting options in the pop-up window.

Use Cases for Sending One-Off Emails Using Bulk Actions

1. Announcing a New Product or Service

   • Scenario: A business wants to inform all customers about a new product launch.

   • Action: Use the bulk action feature to select all relevant contacts and send a one-off email announcing the product.

   • Outcome: All selected contacts receive the announcement simultaneously, ensuring broad reach and timely communication.

2. Sending an Event Invitation

   • Scenario: A company is hosting an event and needs to invite a large group of contacts.

   • Action: Select the contacts and send an invitation using a pre-designed email template. Schedule the email to go out at a specific time to ensure maximum engagement.

Outcome: The invitations are sent efficiently to all targeted contacts, increasing the likelihood of a strong turnout.