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Send a bulk email

Maria Herrell
Updated 2 months ago

A bulk email is an email sent to a group of People that can be tracked and measured via opens and clicks. They help you gauge interest amongst your prospects -- allowing you filtering out those who are engaged with your proposals. When done right, bulk emails fast-track sales conversations, demos, and ultimately closes. You will spend less time figuring out who might be interested in your solution and more time closing those who definitely are.

1. Define your audience

In the People or Deals list view, you can build your bulk email recipient list by filtering on the defining characteristics (fields) of your audience -- such as location, job title, tag, status or even a custom field. *Note - emails will be sent to the email address entered into the system field for Work Email for the selected recipients

From there, select all records on the list, click ‘Send Bulk Email’ and name it something memorable.

2. Create the bulk email

Select records

Once you have a filtered list of the People you’d like to send the bulk email to, select all the records on the list. You can then select the “Send bulk email” bulk action at the top of the table.

Enter bulk email information

You can now start building your bulk email. First, you’ll need to provide a Bulk Email Name -- you’ll refer to this name when keeping track of the bulk email results after it’s sent.

Create email message

Next, you’ll do the basic email stuff -- creating a subject line and email content.

Some pro tips:

  • Use a template -- they save you time from having to rebuild the same content over and over again, and they also make your email performance metrics more meaningful.
  • Use merge tags -- take your bulk emails to the next level and personalize the content with the recipient’s name, company, etc.
  • Send yourself a test of the email to make sure everything is in order before officially sending it off.


Send it!

You can choose to send the email immediately or schedule a specific time in the future. (We suggest before lunch for best open rates.)

3. Track the bulk email's results

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


With these bulk email results, you have separated the warm leads from the cold. As opposed to calling each of the nine recipients in a row, you can now start with the three who opened your message. They may even close faster now that you know they like what you’re selling. Good luck!

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