e-manage|ONE offers a powerful Bulk Email feature that allows you to send templated or free-form emails to multiple users effortlessly. You can include attachments from e-manage or your hard drive and choose to send individual emails to each recipient or build the 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 HTML source.
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Adding Recipients:
You can add recipients by:
Dragging and dropping contacts from Recent Records, Favorites, Leads, or other grids containing contact information.
Dragging and dropping Contact Groups you've previously created. (See here for more information regarding Creating Groups.)
Importing email addresses from Microsoft Excel by selecting "Import Addresses Only - From Excel." 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 the email due to the absence of a corresponding e-manage|ONE contact. |
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Attach Documents:
Add any necessary documents by dragging and dropping them from any documents grid in e-manage|ONE or from your computer or network.
Email Options:
To send separate emails (one per recipient), check the "Send Individual Emails" box.
To send a single email to all recipients, uncheck the box.
Integration with Microsoft Outlook:
e-manage|ONE Bulk Email utilizes Microsoft Outlook to send emails, so make sure you have Microsoft Outlook Integration turned on.