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You can use the CRM to send mass emails and SMS messages to chosen leads from the My Leads page or the Calendar page.
Here are the maximums for this feature:
- 2000 email messages per day
- 10000 email recipients per day
- 500 email messages/recipients per sending
- 500 email messages sending per day per user
- 500 SMS messages per sending
Note: To use the feature you need to have the Send Mass Email and Send Mass SMS permissions enabled for your user class:
Send Mass Emails
To send mass emails from the My Leads page, select your leads and click the Send Mass Email option under Actions:
The mass email window is now launched as shown in the screenshot below.
You'll need to select a pre-defined email template in the window or write a new email from scratch.
When you're done, click the View Recipients button to preview the selected recipients and make any final adjustments before sending the email out:
The Email Recipients popup shows the recipients in three groups including Valid, Invalid, and Excluded.
The invalid recipients are ones that have no email set, or the email is invalid.
The excluded recipients are the ones that you removed from the mailing list in the Email Recipients window.
Click on the Delete icon next to a recipient to remove them from the mailing list, or click the Eye icon to get a live preview of the email for that recipient:
Once you finish editing the mailing list click the Apply button to save your changes, and you can then proceed to send the mass emails.
Note: The mass emails are sent to both recipients with valid and invalid emails, and only the excluded recipients are ignored.
After your emails are sent out, a confirmation message is displayed in the top right corner:
Send Mass SMS Messages
To send mass SMS messages from the My Leads page, select your leads and click the Send Mass SMS option under Actions:
The Send Mass SMS popup now appears as shown in the screenshot below:
Select the lead phone field to which the SMS messages will be sent, your 'From' number, and the SMS message template.
Next, click the Preview button to show a live preview of the SMS messages that will be sent out.
Click the View Recipients button to preview the recipient list prior to sending the SMS massages, and remove any recipients as needed.
When you’re done editing the SMS settings and the recipient list, click Send SMS to send your messages.
Send Mass Messages From The Calendar Page
To send mass emails or SMS messages from the Calendar page, first switch to the calendar List View using the three dots button in the top-right corner:
You can now select your leads and click the Mass Actions button to start the mass email or the mass SMS procedure described earlier: