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
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Navigate to the People page.
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Select the people you’d like to email.
note note NOTE A maximum of 200 people can be selected when using Select and Send. -
Click the Email Selected button.
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Enter a subject line, select a template (or compose the email from scratch), and send/schedule the email.
note note 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
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Follow Steps 1-3 from the Sending Emails section above.
note note 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. -
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).
note note NOTE You can click on a specific email recipient to see the changes propagated to that email. -
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.
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Follow Steps 1-4 from the Sending Emails section.
note note 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. -
Select an individual recipient.
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Make your changes in the editor.
note note NOTE This is where you can make edits to a single email in the bulk sidebar without updating the rest of the emails. note tip TIP You can click on other recipients to see that the changes you made to the previously selected recipient are not showing. -
Click Send (or Schedule) to send to all recipients with the bulk email updates you made.
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