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Bulk email

Workbooks Support Posted: 2011-01-18 17:19

How do I send a bulk email via Workbooks?

Workbooks Support Posted: Tue, 18.01.2011 - 18:34

The easiest way to send an email in bulk is to create a Mailing List.  You can create a Mailing List directly from a Report or via a Marketing Campaign.

To create a Mailing List from a Campaign simply open the relevant Campaign and on the Members tab click Create Mailing List from membership.  All you need to do then is give the list a name and click Save & Close.

 

To create a Mailing List from a Report, follow the steps below:

  1. Create a Report based on People, applying the appropriate criteria to identify who you want to appear on the Mailing List.
  2. Create your Mailing List: Go to Start > Marketing > Mailing Lists > New Mailing List.
  3. Open the Recipients tab and click Add Recipients > From Report.
  4. Choose the appropriate Report from the dropdown picklist.  Click Save & Close.
  5. On the Main tab enter a Name and Description and click Save & Close.

 

Once you've created a Mailing List you can use it to send out a bulk email, as follows:

  1. Click Start > New > Email.
  2. Click Add a recipient.  Under Recipient - Person, Mailing list or email address start to type the name of the Mailing List you want to use.
  3. Compose your email as normal (or apply a template) and when you're ready, click Send.
Workbooks Support Posted: Wed, 05.10.2011 - 09:58

Remember that Workbooks now includes support for sending out Mail Shots, which allow you to send personalised emails in bulk.  Emails sent this way are linked to the Person or Lead record as well as to a Marketing Campaign.  Click here for more information on Mail Shots.

 

NOTE:  You can only send Mail Shots via Workbooks if your system has been configured to send emails via your server rather than through ours.