The “Send Email” bulk action allows you to efficiently send an email to one or multiple contacts in a single step.

1. Select the contacts you’d like to send the bulk email to on the main Contacts tab and click the “Send Email” button to begin.

Select the contacts you'd like to send the bulk email to

2. Review your selected contacts and proceed once you have confirmed your choices.

Review the clients you have selected to received your bulk email

3. Drafting Your Email

Begin by selecting either an email template:

You can use an email Template

or you can create a custom email in this step.

You can write an email from scratch

Next, fill in the following fields if you are not using a template, or if these were not set up:

  • From Name: the sender’s name that recipients will see
  • From Email: the sender’s email address

Enter the Name and Email address you would like to use to send the email

  • Subject Line: add a compelling subject to improve open rates

Enter the subject line of the email

Use the built-in editor to customise your email with fonts, colours, sizes, file attachments, and more.

4. Sending Options

The sending option you select will depend on how many contacts you have selected.

Send All at Once

Best when you have 10 contacts or less:

You can select to send your email in one go

Select “Send All at Once” to instantly send your email to all selected contacts, ensuring timely communication with your audience.

Send at a Scheduled Time

Send your email on a schedule

Choose “Send all at Scheduled Time” to plan your email delivery at a specific date and time.

Set the Start On date and time for when the email should be delivered.

Add in Drip Mode

Add in "drip mode" to send your email in batches and maximise delivery

When sending emails to a large number of contacts, “Drip Mode” is recommended.

This sends emails in batches for a controlled and organised delivery.

Configure:

  • Start On: select the date and time for the sending action to begin
  • Batch Quantity: specify the number of contacts to send the email to in each batch
  • Repeat After: choose the interval between batches (seconds to days)
  • Send On: select the specific days of the week to send the batches on
  • Process Between Hours (optional): define the time range during which the batches will be sent

5. Label (Name) This Action

Enter a descriptive name in the Action text box.

Label the action to keep track of it

This label will appear in your tracking report, allowing you to monitor the progress and effectiveness of your email campaign.

Send Email

Confirm and send your bulk email

Click “Send Email” to queue the bulk email action according to your selected preferences.