How to send bulk emails from Freshsales?
Modified on: Mon, 14 Oct, 2019 at 12:39 PM
With the bulk email feature, you can select multiple users through list views and send bulk emails that are personalized.
To send bulk emails,
- Go to the Leads/Contacts/Deals tab
- Long press a record to bring up the bulk actions tray.
- Select the list of records by tapping the records individually. To select all records in the view, tap SELECT ALL.
- Tap the Email icon. This opens the compose window
- Compose your email in the window by typing it out or by selecting a template from the dropdown.
- Bulk emails cannot be saved as drafts. If the email compose window is closed without sending the email, the content will be lost.
- When a bulk email is being composed, only the count of selected recipients will be displayed in the ‘To’ field.
Additionally, you can also:
- Tap the ‘Track’ checkbox to enable email tracking
- Add file attachments from your device
- Schedule emails to send them at the desired time.
- Tap . This will send the email to all selected records.
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