Note
You first need to create the group(s) before you can send communications. Click HERE to learn more.
- On the left navigation, click Leads & Contacts > Groups.
- Under the Contact Countcolumn, click on the number of contacts.
- Note: You need to add contacts to your group to send communications. Click HERE to learn more.
- Click on the checkbox that highlights all of your contacts in the filtered list.
- Click on the blue Actions button > Send email.
- Note: A pop up may appear if one or more of your contacts has opted out of communications. Click Ok to proceed.
- You can choose to either send a direct email to your contacts OR choose from a template.
If You Want to Send a Direct Email
- On the right side of the page, next to Looks like you have X contacts selected. Select an email template below or start from a blank email template click Send Direct Email.
- Input your email text and click Send Email.
If You Want to Send a Templated Email
- Use the search bar, tags, or folders to find your specific email template.
- Next to the email template you want to send, click Actions > Send.
- (Optional) If applicable, edit the message prior to sending.
- Click Send Message.