The Bulk Email feature in Pipeline CRM allows you to send personalized emails to multiple contacts simultaneously.

What Can You Do with Bulk Email?

• Send emails to multiple contacts simultaneously—each email is sent individually, so recipients don’t see each other.
• Use templates to save time and maintain consistency.
• Personalize each email
• Track engagement by seeing who opened and clicked your emails.

Why Use It?
✨ Saves time when reaching out to multiple leads or customers.
✨ Helps keep communication consistent and professional.
✨ Provides insights into email performance so you can follow up effectively.
It’s a great tool for sales, marketing, and customer outreach, making staying connected with your contacts easier. 🚀

Guide to Sending Bulk Emails

Step 1: Preparing Your Contact List

• Sync your email.
• Ensure all recipients have valid Work Email addresses stored in Pipeline CRM.
• (Optional) Use filters to create a targeted list of contacts.

Step 2: Composing Your Bulk Email

1. Navigate to your People or Deal list view.
2. Apply filters to find the group you want to email (Optional)
3. Select the records you want to send the bulk email to.
4. Click the Send Bulk Email button at the top of the list.
5. Choose a saved email template or write a new message.
6. Use merge tags (e.g., {{first_name}}) to personalize each email automatically.

Step 3: Sending Your Bulk Email

• Review your message and ensure all recipients are correct.
• Click Send Now or schedule it for later.
• You can monitor the email status under the Activity Feed in each contact’s record or by going to the Bulk Email section under the Email tab.

🎥 This video will walk through the process of creating a Bulk Email:

⚠️ Important Notes

• Emails will be sent to the selected recipients' email address entered into the Work Email field.
• Bulk emails are sent individually to each recipient, not as a group email.
• The daily maximum number of emails depends on your email provider’s sending limits.
• Due to Google and Outlook limits, you can send bulk emails to a maximum of 1,000 recipients at a time.

Who will receive your email based on the record type you selected?

• Person: The individual contact you have selected
• Deal: The primary contact for the deal.

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Managing Email Engagement
Once you’ve sent your bulk email, check out its performance in the Bulk Email list view. You can see how many people have opened the email and clicked on any links/attachments.

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Best Practices for Successful Bulk Emails

• Keep subject lines clear and engaging.
• Use personalization to improve open rates.
• Avoid spam trigger words (e.g., “free,” “guarantee,” “urgent”).
• Test your email before sending it to a large group.