Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

  Scheduling Mass Email Blasts [Video]  

If you are communicating via mass email through the Campaign module, make sure that you have configured your email outgoing server settings.  

...

Once you hit send, The Compose E-Mail window will appear. Here, you can add additional recipients, related opportunities, and templates. At the bottom of the window, you can attach files, track access accountscounts, and modify the scheduled date and time. When the scheduled mass email blast is ready for sending, click ‘Send’ to send it at the scheduled time. 

...

The communication of the email activity can be modified by selecting the contacts and leads that are associated with the email blast. Just expand the emails section block on the contacts/leads page. Here, you can delete or add recipients, change the date and time, and edit the subject and details of the email. Once the time reaches 10 minutes prior to draft sending, you are no longer able to edit the email.   

Choose an Alternative Email ID 

In Select Email ID, choose the email address you would like to associate the record with. 

Notes: 

This process is repeatable using lead records. Simply scroll to the leads section on the campaign page and access mass emailing capabilities for your lead records.  

...