Bulk Email

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."

Select Recipients:

Define your criteria and hit "Run Query" to list the contacts.
Highlight the desired contacts from the list.

Initiate Bulk Email:

Click on "Bulk Email."

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.

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.

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.

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.