Composing Bulk Emails with Select and Send composing-bulk-emails-with-select-and-send

Here’s how to send/edit emails using the Select and Send option.

Sending Emails sending-emails

  1. Navigate to the People page.

  2. Select the people you’d like to email.

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    NOTE
    A maximum of 200 people can be selected when using Select and Send.
  3. Click the Email Selected button.

  4. Enter a subject line, select a template (or compose the email from scratch), and send/schedule the email.

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    NOTE
    If you selected a template and would like to check that all of the dynamic fields are populating correctly before sending, click Preview Dynamic Fields. Ensure all recipients in the bulk sidebar are selected to preview for all emails. If you select one email and click Preview Dynamic Fields, only that email will be previewed.

Editing Emails editing-emails

Bulk Edits

  1. Follow Steps 1-3 from the Sending Emails section.

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    NOTE
    All of the recipients will be selected by default. If you click on an individual and want to re-select everyone, click All Recipients. As a reminder, all of the recipients must be selected in order to make bulk edits.
  2. Make your changes in the editor. You can create a new email or edit a template (in this example we’re creating a new email).

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    NOTE
    You can click on a specific email recipient to see the changes propagated to that email.
  3. Click Send (or Schedule) to send to all recipients with the bulk email updates you made.

Edit Each Email

Complete Bulk Updates before customizing each email, as making a bulk update overwrites changes to every email in the bulk compose sidebar.

  1. Follow Steps 1-4 from the Sending Emails section.

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    NOTE
    All of the recipients will be selected by default. If you click on an individual and want to re-select everyone, click All Recipients. As a reminder, all of the recipients must be selected in order to make bulk edits.
  2. Select an individual recipient.

  3. Make your changes in the editor.

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    NOTE
    This is where you can make edits to a single email in the bulk sidebar without updating the rest of the emails.
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    TIP
    You can click on other recipients to see that the changes you made to the previously selected recipient are not showing.
  4. Click Send (or Schedule) to send to all recipients with the bulk email updates you made.

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