Bulk Emailing allows you to send a Form Letter to a Rollup list or a list of search results. The “Legacy” Bulk Email feature does not offer the full range of features offered by Email Campaigns.
The following steps will allow you to send a Name, Company, or Position Letter.
- Access a Name rollup list or a group of Name search results
- Select the desired names to send your letter to using the checkboxes or the ‘Select’ dropdown.
- Choose the Letter icon from the Action menu
- Choose Click to Select a Form Letter
- Choose Action > Select for the desired email
- If you wish to send a Position Letter you must choose Attach POS first and select the Position you would like referenced.
- Choose which email field you would like to send to in Email Field
- If you are using multiple email aliases, you may select the appropriate one from the From dropdown.
- Edit your Email Subject if desired. It will auto populate with the name of the selected letter.
- Click the Email Category dropdown to select the bulk email category used for the Opt-Out list.
- Check to receive a Return Receipt if desired (not supported by all mail clients)
- Choose a Priority level if desired (not supported by all mail clients)
- The Options charm can be used to turn Resend Checking on/off. This option requires the ‘Write Activity When Bulk Emailing’ preference to be enabled.
- Use Attachments to add any additional documents to your email.
- Send