How to Send a Mass Email in G5
The Basic Process
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Go to the Contacts workspace.
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Select the saved filter or create the filter you want to email to. The filter used here is Households with the Status of Client who have emails. See Creating and Saving Filters for additional help creating yours, if needed.
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Select all or check the boxes next to each Household you want to send the email to.
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Click Email.
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Enter the Subject Line of your email.
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Enter the text of the email you want to send. To personalize the email for each recipient, begin it with ${dear} which will merge in the recipient’s Dear field.
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Check Include Email Signature. If you need to, see How to Set up Your Email Signature.
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Click Send Email
Additional Options
Send A Draft Email sends the email to your own address, so you can see how it will look before you send it out to clients and/or prospects.
Logging Options lets you connect the record of the email to existing Opportunities, Service Requests, and/or Campaigns.
Follow-ups allow you to create an activity connected to this email. As the name implies, these are used to follow up on the original message.
Manage Email Signature lets you update your signature. This is often used to add postscripts and/or footnotes at the end of an email. Please note that any changes made here will be part of your signature until you edit it to remove the additional text.
Insert Merge Fields lets you add merge fields into the body of your email, at the location of the cursor. These merge fields are simple text and can be copied and pasted in additional spots if you want to use it more than once or move it after placement.
Add Attachment is where you go to add a file to be attached to the email.
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