Send a Bulk Email

Send a personalized email to a whole list of people at once. Each message is delivered individually, and opens and clicks are tracked automatically.

Before you start:

• Bulk email is available on the Grow and Enterprise plans. See the pricing page for plan details.
• Your email must be synced. If Send Bulk Email isn't under More in the bulk actions bar, your email has likely become un-synced. See Fix Email Disconnections.
• Every recipient needs a valid address in the Work Email field.

Send a bulk email

1. Go to your People or Deals list view.
2. (Optional) Apply filters to narrow the list to the group you want to reach.
3. Select the records you want to email. To email everyone in the current view, click Select All records in the bulk actions bar at the bottom of the screen.
4. In the bulk actions bar, click More > Send Bulk Email.
5. Choose a saved email template, or write a new message.
6. (Optional) Add merge tags such as {{first_name}} to personalize each email.
7. Review your message and the recipient list.
8. Click Send Now, or schedule the email for later.

Who receives your email

Record type selected

Who gets the email

Person

The person you selected

Deal

The primary contact on the deal

Emails always go to the address in the Work Email field. Each message is sent individually, so recipients never see each other.

People marked as unsubscribed are skipped automatically. See Manage Unsubscribed People.

You can send to up to 1,000 recipients per send. Pipeline CRM sends 20 emails per minute per user and queues the rest, and your email provider's daily limits also apply. See Check Your Email Sending Limits.

Track your results

• Go to the Email tab and open the Bulk Email list view to see opens and clicks for each send.
• Check delivery status in the Activity Feed on any individual person record.

Tips for better results

• Keep subject lines clear and specific.
• Use merge tags. Personalized emails get opened more often.
• Avoid spam trigger words like "free," "guarantee," and "urgent."
• Send a test to yourself before emailing a large group.

For more ways to stay out of spam folders, see Improve Your Email Deliverability.

Need help? Contact support at customercare@pipelinecrm.com.