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While sending a bulk email to a group of leads or contacts, you can also add an additional layer of personalisation to a few selected recipients.

Let’s take an example. You’re sending out a note on the latest updates in your product to a set of 50 contacts. Once you’ve selected these 50 contacts, you click on “Bulk email” and then select a template to be used. Out of these 50 contacts, you just met 4 of them at a networking event last week. In this case, you can now add a “PS: It was great meeting you at the conference last week!” to those 4 emails alone.

Here’s how you achieve this:

  1. In the Bulk email compose window, click on “Customize”

  2. Select a specific contact for whom you want to add a customised message

  3. Type in the customised message for this contact

  4. Click “Done”

  5. In the next screen, you can set up the following:

    1. Give your bulk email a name - for example “Product updates email”

    2. Decide whether to send the email immediately or schedule it for a later time

    3. Choose to track the email for opens and clicks

    4. Add an unsubscribe link to make sure your uses have a way to opt out of your emails

- You can also choose to add new placeholders or remove attachments from a particular contact’s email.

- You can make customizations only emails being sent to leads and contacts