Phone Contacts - How to use bulk email sending in SharpSpring

How to use bulk email sending in SharpSpring

For SharpSpring users – send out bulk emails and avoid any errors in your send. One of the concerns with bulk sending is that an email communication might get sent out to a large number of people only to find that there was an error in the set up process.

These steps show you how to send bulk emails with confidence.

Step 1: send a test

  • Click the blue send button on the top of the page

Step 2: Scheduling

  • Time:
    • Send as soon as possible
    • Or select a date and time
  • Email:
    • The email you are working on will automatically be selected
  • Recipients:
    • Select the test list you want to send the email to
  • Exclusions:
    • Only select if you want to exclude a list/tag from receiving the email
    • Otherwise, ignore that section
  • Tick or un-tick the boxes
    • Exclude recipients who have already received this email
      • Un-tick if a recipient can receive the email more than once
      • Tick if a recipient should not receive the email more than once
    • Exclude recipients with low engagement
      • Un-tick if the email is likely to get engagement
    • Exclude unengaged
      • Un-tick is the email is likely to get engagement
  • Click the Send button on the bottom of the box
  • A confirmation box will appear before sending.

NB – double check…

  • Email name
  • Email subject
  • The list you have selected
  • Number of the recipients in the list
  • Confirm your send Time and Date.

If everything is correct for sending, click the blue Send email button.

If you require help, please submit a service ticket for further assistance.

How to use bulk email sending in SharpSpring
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