The Bulk e-mail functionality of e-manage|ONE offers a powerful Bulk Email feature that allows you to send templated (using the e-manage Builders) or free-form e-mails emails to multiple users effortlessly. You can drag and drop contacts or contact groups into the recipients or you can import e-mail addresses (when you do not have contact names) from Microsoft Excel. Attach documents from include attachments from e-manage or from your hard drive with easy to use drag and drop attachments. Choose and choose to send individual emails to each recipient an individual e-mail or build the TO list all in one e-mail with the click of a checkbox.
To begin, click on the "Tools" menu at the top of the e-manage 7 main window and then choose "Bulk e-mail".
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In the Send Bulk e-mail Window:
Type in a Subject (or click the Builder button to use a subject that has been pre-saved).
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Type in an e-mail Body (recipient list within a single email with a simple checkbox. Here's how to use this functionality:
Access the Bulk Email Function:
Go to "Analysis" → "Contacts" → "Contacts."
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Select Recipients:
Define your criteria and hit "Run Query" to list the contacts.
Highlight the desired contacts from the list.
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Initiate Bulk Email:
Click on "Bulk Email."
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Compose the Email:
Provide a Subject for your email. You can create a subject using the e-manage Builders or choose a pre-saved one.
Type your email body, or copy and paste from an
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HTML source
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.
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Adding Recipients:
You can add recipients by:
Dragging and dropping contacts from Recent Records, Favorites, Leads, or
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other
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grids containing contact information
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.
Dragging and dropping Contact Groups you've previously created. (See here for more information regarding Creating Groups.)
Importing email addresses from Microsoft Excel by
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selecting "Import Addresses Only - From Excel.
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Click the Browse button in the filename textbox.
Choose a Sheet and then the column header that contains the e-mail address.
Click the Import button.
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" Follow the steps to choose the appropriate sheet and column header containing the email addresses.
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Note: If you use Excel to import email addresses, you won't be able to create a follow-up for |
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the email due to the absence of a corresponding e-manage |
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|ONE contact. |
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Attach Documents:
Add any necessary documents by dragging and dropping them from any documents grid in e-manage
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|ONE or from your computer or network.
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Email Options:
To send separate
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emails (one per recipient), check the
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"Send Individual
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Emails" box.
To send
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a single email to all recipients, uncheck the box.
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Integration with Microsoft Outlook:
e-manage
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|ONE Bulk Email utilizes Microsoft Outlook to send
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emails, so make sure you have Microsoft Outlook Integration turned on
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.