How do I send mass emails to only those contacts that are my customers?

How do I send mass emails to only those contacts that are my customers?

Not everyone listed in your Contacts module may be your customer. If you have to send emails only to a select few contacts, you can do so by filtering out the contacts based on a specific criteria. To send emails only to “Customers” follow the steps below:

 

  1. Click Contacts Module > Contact Tools > Mass Email Contacts.
    mass email
  2. Under the Email Templates tab, select the Email template which you would like to send.
  3. Under the Select Records tab, select one of the following options to filter records based on a criteria.
    • Custom View criteria – If you want to send mails to contacts under a particular list view, you can select it from this list view drop-down. All the matching contacts are listed.
      criteria 1
    • Manual criteria – Specify a  criteria to filter out contacts that match the given criteria and click Search. For example: Account Type is Customer.
      Note: You may wonder how your Contacts module has a field called “Account Type”. All contacts are associated with Accounts. In the Accounts module,  CRM offers you a standard field called “Account Type” when you are feeding in Accounts details. So this field shows up in the criteria drop-down to filter contacts here. If you have made use of this field, you can follow this method to search for “customers”.specify criteria
  4. Select the records form the list and click Send.
    Emails will be send to the selected records. If you have not made use of the “Account Type” field, you can specify any criteria that filters out your customers.

 

    • Related Articles

    • How can I send mass emails to many contacts?

      In CRM, you can send only 250 mass emails per day, per organization (12 AM to 11.59 PM GMT is considered as one day). Mass emailing includes emails sent using the following features: Autoresponders Mass Email Scheduling Mass Emails MacrosFollowing ...

    • How can I send mass emails to 2000 contacts?

      In CRM, you can send only 250 mass emails per day. Mass emailing includes emails sent using the following features:  Autoresponders Mass Email Scheduling Mass Emails     There are two options by which you can easily send out bulk emails from CRM to ...

    • Mass Emails

      Send Mass Emails In Client Management System, you can send mass emails to customers manually, by creating a new mailing list or by using an existing list. You can select the list of recipients in two ways: Instant Filter (creating New Custom View) ...

    • Sending Mass Emails

      You can send only 250 mass emails per day, per organization  Mass emailing includes emails sent using the following features: Autoresponders Mass Email Scheduling Mass Emails Macros Following are the options by which you can easily send out bulk ...

    • My mass email limit has not exceeded then why am I unable to send more emails in bulk?

      You can send mass emails based on your  CRM Edition. The email count is calculated on a per-day basis, where 12 AM to 11.59 PM GMT is considered one day. The mass emails per day, per company includes Auto-responders, active ...