Overview
Mass Email is a communication tool for sending emails to a list of Leads.
IN THIS ARTICLE
How to create a mass email
- Go to Email Marketing and select the ‘Sales’ tab.
- Set the Record Type to specify which group of Leads will be included in the mailing list.
- Add additional filters (ex. Tagged With, Not Tagged With, Send With Temp, Send With Status, etc.) to refine your mailing list to include specific Leads.
- Schedule the mass email to deliver immediately or at a specific date and time and choose the email template.
- Learn how to create email templates.
- When ready, select the ‘SCHEDULE EMAIL’ button to schedule the mass email to send immediately or at a later date and time.
How to view email history
You can review scheduled mass emails on the Email Marketing > Sales > Sent Email History page.
How to stop a scheduled mass email
If you want to stop a scheduled mass email before it's scheduled to be sent, go to the Email History page and delete it. This does not apply to any emails that have been scheduled to be sent immediately.
Note: Completed mass emails can’t be deleted.