How to personalize a bulk email for specific recipients?

Modified on: Sun, 12 Sep, 2021 at 11:53 PM


Applicable plans
Sprout Blossom Garden EstateForest





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


Let’s take an example. You’re sending out a note appreciating the interest shown by 50 leads towards your product. Once you’ve selected these 50 leads, you click on “Bulk email” and then select a template to be used. Out of these 50 leads, you want to mention the availability of a discount to only four of them. In this case, you can now add a "Click here for some exciting discounts" line to those four recipients alone.


Here’s how you can achieve this:


  • In the Bulk email compose window, click on “Personalize”
  • Select a specific lead from the list of selected recipients or add new recipients for whom you want to add a personalized message. You can add up to 10 recipients from the Personalize email overlay
  • Type in the personalized message for this lead

  • Click Next
  • In the next screen, you can set up the following:
    • Give your bulk email a name - for example “Product updates email”
    • Decide whether to send the email immediately or schedule it for a later time
    • Choose to track the email for opens and clicks
    • Add an unsubscribe link to make sure your uses have a way to opt out of your emails


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

- You can personalize only the emails being sent to leads and contacts

- When you close the personalized bulk email overlay, bulk emails would be saved as draft, however the personalized content will be present only for the next 24 hours.


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How to personalize a bulk email for specific recipients?

Modified on: Sun, 12 Sep, 2021 at 11:53 PM


Applicable plans
Sprout Blossom Garden EstateForest





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


Let’s take an example. You’re sending out a note appreciating the interest shown by 50 leads towards your product. Once you’ve selected these 50 leads, you click on “Bulk email” and then select a template to be used. Out of these 50 leads, you want to mention the availability of a discount to only four of them. In this case, you can now add a "Click here for some exciting discounts" line to those four recipients alone.


Here’s how you can achieve this:


  • In the Bulk email compose window, click on “Personalize”
  • Select a specific lead from the list of selected recipients or add new recipients for whom you want to add a personalized message. You can add up to 10 recipients from the Personalize email overlay
  • Type in the personalized message for this lead

  • Click Next
  • In the next screen, you can set up the following:
    • Give your bulk email a name - for example “Product updates email”
    • Decide whether to send the email immediately or schedule it for a later time
    • Choose to track the email for opens and clicks
    • Add an unsubscribe link to make sure your uses have a way to opt out of your emails


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

- You can personalize only the emails being sent to leads and contacts

- When you close the personalized bulk email overlay, bulk emails would be saved as draft, however the personalized content will be present only for the next 24 hours.


Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial