Sending Emails via Group Email
- Topics:
- Sales Insight Actions
Here’s how to send/edit emails using the Group Email option.
Sending a Group Email
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Click the People tab.
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Select the group you’d like to email.
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Click the Group Actions button and select Email Group.
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Fill out your email (or select a template) and send (or schedule) it.
Editing a Group Email
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Create a group email using Steps 1-3 above.
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Choose a template, or fill out your email.
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With the email done, you can now preview each email in the list to see if the dynamic fields are populating correctly.
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Select the desired recipient and click Preview Dynamic Fields. View the preview on the right.
NOTE
You can make bulk edits to the email/template when sending a group email out, but you cannot make unique edits for specific recipients in the list.