Create New Mass Email

Mass emails are used when you wish to send an email to a group of people at the same time.  Before sending a Mass Email, you should have previously created the email template.  

NOTE: All accounts are capped at sending 10,000 emails per month for free. If you wish to purchase more monthly emails you may do so at the rate of $2.00 / thousand emails. Please call us to order more emails.

VIDEO TUTORIAL:

STEP BY STEP GUIDE:

Login to your CRM

STEP BY STEP GUIDE:

Under the Emails tab click on Mass Email

Click on New Mass Email

From the left side select an email you wish to send in your mass email. Once you select an email it will show you a preview of what the email looks like here. After selecting the correct email, click on Go To Step 2.

Now you must select which contacts will be receive this mass email.  The contact selection will vary from mass email to mass email.  

You have various ways to choose your selection ranging from Lead Type / Status / Campaign and Rating.  For this example I will be selecting all of my Contacts.

NOTE: You could be sending out an invite for a client appreciate even and in that case you may want to invite only Past Clients.  You might have an exclusive listings and want to send out a mass email out to everyone in your database.  

To select more than one type of criteria, hold the CTRL button while making your selections.  You will notice I now have 3 leads selected.  Click on Go To Step 3 after you have made the appropriate selections.

Now you must select the date and time you would like the mass email to go out.  Click on Create & Go to Mass Email Editor

Before activating your mass email, you can double check all of the criteria that you have set.

SECTION 1: Email Content

SECTION 1: Email Content

SECTION 2: Mass Email Settings

If you want the email to go out right away, as opposed to the scheduled time please click on Execute Mass Email Now.

SECTION 2: Mass Email Settings

SECTION 3: Mass Email Statistics

This section will give you a summary of how many leads are set to receive the mass email and the status of the email.  You will also be able to see how many of these emails have been opened.

SECTION 3: Mass Email Statistics

SECTION 4: Test the Mass Email

It is highly recommend for your first few mass emails (at least) that you, send yourself a Test Email.  Please enter in the email address you would like the test email to be sent to and click Send Test Email.

SECTION 4: Test the Mass Email

SECTION 5: Mass Email Advanced Filters

If you wish to filter the list of selected leads even more you will find some more filter tools here.

1. You can filter by CASL Permission Type - Any or Expressed Permission

2. Choose leads that are older than 6 months or less

3. Tags

4. Buy in City - this will search the city name that you have  entered in the lead info tab on the leads profile screen.

5. Price Min - this will search the minimum price that you have entered in the lead info tab on the leads profile screen

6. Price Max - this will search the maximum price that you have entered in the lead info tab on the leads profile screen

7. Filter by Users - if you have more than one user account in the system, you can select which which team members the leads are assigned to.

 

NOTE: If you make any changes to this tab you must click on the Save Changes button on the left hand side of the screen.

NOTE: If you would like to filter leads by a way you don't see here please let us know.

SECTION 5: Mass Email Advanced Filters

SECTION 6: Duplicate the Mass Email

Save time & make a copy of this mass email if you wish to make some changes to it and send it again.

SECTION 6: Duplicate the Mass Email

After you have gone through all the setting, click to Activate your Mass email.  

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