Mass Emails

Mass Emails must be enabled by your Admin.

You need to have at least one Target List with target records and an Email Template in your system.

1. Create a new Campaign with the type Email or Newsletter. Select one or a few target lists in the Target Lists field.
2. After the Campaign record is created create a Mass Email for this campaign: click the plus icon on the Mass Email panel. Specify the Date Start − when emails should be sent, and select a Email Template. Make sure the Status is set as Pending.

If everything is setup right emails should go out. They should be sent each hour in portions (you can change the portion size at Administration > Outbound Emails). Administrator can change the Scheduling of the 'Check Group Email Accounts' scheduled job.

You can check if emails are sent in Log panel.

Test what will be sent to recipients¶

Click on the right dropdown on the mass email row in the Mass Email panel and then click Send Test.

Opt-out link¶

The system appends an opt-out link to all sent emails if it's missing in the email body. You can use a custom opt-out link in your email template.

<a href="{optOutUrl}">Unsubscribe from the mailing list.</a>

Administrator can disable the mandatory opt-out links at Administration > Outbound Emails.

Tracking URL¶

If you want to know that your recipient opened the link from your email, you need to create Tracking URL. Specify any Name and URL where your link should lead to. Then you will need to paste a generated code into your email template.

<a href="{trackingUrl:55f2c87b09a220a78}">Try our demo</a>

Target lists¶

Target Lists contains lists of Accounts, Contacts, Leads and Users records. Custom entities of the Person and Company types are supported too.

Users can populate target lists manually using Select action on the corresponding panel on Target List detail view. There is the ability to make filtering and then select all results of the search.

Populating target lists with Reports¶

Reports feature provides the ability to populate target lists with records matching specific criteria.

Excluding target lists¶

Specify Excluding Target Lists to avoid sending mass emails to certain recipients. If there is a record with the email address that matches the email address of an excluded record, it will be excluded as well.

Campaign log¶

In the Campaign Log you can see emails that have been sent, opened emails, bounced emails, who opted out, and who clicked the link in the email.

• Sent email
• Links clicked by the recipient
• Recipients who opted out
• Bounced emails (not delivered to the recipient)
• Emails opened by the recipient (disabled by default)

It's possible to utilize this log by creating a Target List (dropdown in the top-right corner on panel) based on records from log. For example, you pick only contacts that clicked on the link (tracking url).

Bounce emails¶

Bounce email is an automatic email message from an email system reporting that a sent message has not been delivered.

There are two types of bounced emails: hard and soft. The hard-bounce will mark the recipient email address as invalid so no more email will be sent to it in future. Soft-bounces will be only logged in the campaign log.

Bounced emails can be handled only by a group email account.