How to Send Emails Using Bulk Actions Feature?

Ryan Alex

Last Update 1 ปีที่แล้ว

You can perform multiple one-off actions to selected or all contacts using the Bulk Actions features in your Contacts/Smart Lists section. Here’s how to send contacts a one-off email using the bulk action feature:

1. Select Your Contacts

  • Steer to your contacts.
  • Check the box to select contact records.
  • It's also possible to check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in your system.

2. Select Your Action

– Select the icon for “Send Email”.
– A pop-up window appears. In it, create your email message, or choose a pre-existing template from the dropdown. Use the formatting buttons to add a trigger link, change the font style, use custom values/merge fields, and attach a file.
– After that, choose the scheduling for this action. Select “add all at once” to process the action immediately, “add all at scheduled time” to process the action at one time in the future, or “add in drip mode” to process in groups/batches.

Note: When you schedule a bulk action in drip mode, the "repeat after" does not repeat the entire process. Instead, it can be viewed as "run every". In the example below, 100 contacts would be processed per every 5 hours. This process would repeat until all the selected contacts receive the drip communication. (If you had 570 contacts selected, there would be a total of 6 batches – 5 x 100 and 1 x 70).

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