Email Blast has the same functionality as the Send Email button on an individual customer record, but you can send the same email to multiple customers in your Customer List. This feature could be used to send seasonal reminders, newsletters, or requests for referrals, etc.
Start Building Your Email
- Click Customers in the left sidebar (desktop) or hamburger menu (Mobile)
- Click the Email Blast tab on the right.
- Use the checkboxes on the left to select which customers you want to email or use the Select All box at the top of the list. A box cannot be checked if the customer record does not contain an email address. If your list of customers is multiple pages, checked boxes will save as you click through the pages.
- The Email x Selected Customers button at the bottom of the page confirms the number of accounts you are about to message. Click to continue.
Subject
- Subject (required) = this is the line of text your customer will see when the message arrives in their inbox. The limit is 95 characters (with spaces).
Greeting
- Greeting (required) = the greeting will sit in front of the Customer Name to create a professional salutation for your meeting. If you do not make any changes, we will use Dear {Customer Name}.
- Note: You are not able to customize customer names for the email. You would need to edit the customer first.
Message
- Type the body of your email message. Although the message is branded for your business, we recommend including a courteous closing line and your name or business name.
Click Preview Email to see a draft of what your customers will receive.
If the message looks good, click Send Email to send the message. Click back to return to the previous page and make changes. If you change your mind, click cancel in the upper right corner.