Your CRM enables you to send out Mass Emails and SMS Messages to selected leads.
You can send mass messages from the Leads > My Leads page or from 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 SMS messages per sending
To send mass emails or SMS messages you will 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 the leads and click on the Send Mass Email button:
A new email will be launched where you can select an email template or write a new email from scratch.
Once you’re done editing your email, click the “View Recipients” button to select and confirm the recipients for your mail blast:
The Email Recipients popup is now shown where you can select the recipient email field to be used for the mail blast:
After you’ve selected the email field, your CRM will automatically validate all the emails in that field for the selected leads.
You can now review the valid and invalid emails:
Use the eye icon to the right of a recipient to get a live preview of the email, and the trash icon to exclude a recipient from the mail blast:
Once you’ve verified that your email list is accurate you can send your email.
Note: The email will be sent to both valid and invalid emails.
If you do not wish to send your email to invalid email addresses, then simply exclude such emails from your list using the trash icon.
After your emails are sent a confirmation message will be shown in the top right corner:
Send Mass SMS Messages
To send mass SMS Messages from the My Leads page, select the leads and click on the Send Mass SMS button:
In the popup which appears, select the phone number field to use:
Next, select the number to send your SMS message from (in case you’ve enabled multiple phone numbers in your CRM) and select the SMS template to use (or type a new message):
When you’re done, click Send SMS and your messages will be sent.