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Send emails to multiple contacts

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Summary

Learn how to quickly email multiple contacts by filtering your contact list, choosing the right email type, and scheduling or sending the message immediately.

This article covers:

How it works

Sending an email to multiple contacts allows you to communicate efficiently with a selected audience, such as customers, leads, or partners. 
You can use contact filters to define recipients and send either transactional or marketing emails in a single action.

Note: All emails are sent using blind copy (BCC) to protect contact privacy.

Send an email to multiple contacts

To send an email to multiple contacts:

  • Go to: Contacts
  • Enter or apply the relevant Filter Criteria

  • Review the filtered results to ensure they match your intended audience
  • Tick the checkbox at the top of the contact list to select all contacts currently displayed
  • Click the Email icon

  • Toggle whether the email is Marketing or Transactional
  • Review the To field to see selected contacts
Note: Contacts without email permission appear in red and will not receive the email.

  • Enter the Subject
  • Enter your message in the Body field
  • Tick Send later or Click Send
Note: Marketing emails will only be sent to contacts who have explicitly opted in.

Cancel a scheduled email

If you need to cancel a scheduled email, you can remove it from the contact timeline.

To remove a scheduled email:

  • Go to: Contacts
  • Select the relevant contact
  • In the contact timeline, click the ellipsis (⋯) next to the scheduled email

  • Click Remove activity
  • Click Yes to confirm

This will remove the scheduled email from the contact timeline and prevent it from being sent.

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