Posted: 2011-01-18 17:19 |
How do I send a bulk email via Workbooks? |
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:
Once you've created a Mailing List you can use it to send out a bulk email, as follows:
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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. |