Note for Enhanced Records accounts: Mass Email is only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced Records, visit the Subscription page.
In this article, you will learn how to create and manage mass emails in AMS+.
Requirements
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Manage Email Marketing, Manage Users, and Sales Enablement Visible permissions.
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.
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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.
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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.