Sending Mass Emails – Email Merge – Email Marketing

To send a mass email (also known as Email Merge, or Email Marketing Campaign) to any Contact or Candidate, please follow these steps:

  1. Locate two or more Contacts or Candidates and highlight both records using the CTRL or Shift Keys
  2. Click on the ‘Send’ Dropdown Icon
  3. Choose ‘Mass Email (Merge)’ from the dropdown list
  4. A new Email window will pop up
  5. Change your Stylesheet, Template and Signature if desired (Defaults will appear automatically).
  6. Click on 'Options' and select the appropriate option (Recipients/Selected, Search List, All in Current View)
  7. Once your email is ready, click on the ‘Send’ Button
Please See:  Advanced Email & Email Marketing Tips for using Templates, Stylesheets, and Signatures

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