Video Walkthrough

How do I send a bulk email?

First, open up the Bulk Email page, which is in the main menu under Bulk Messaging.

That will take you to the Bulk Email page, which will allow you to send your email in three easy steps.

Step 1: Define Your Audience

The interface for defining your audience is drag-and-drop! Simply drag any groups that you would like to include into the Recipient List drop-zone.

NOTE: The email will be sent to contacts who meet ANY of the criteria in the Recipient List. If you want to filter down by specific criteria, you'll need to create a SmartGroup instead.

Example: The Recipient List in the below screenshot would send to all leads and all clients.

Once you save your audience, you'll be taken back to the main Bulk Email page. You'll notice that it will have a green check mark next to the first step, and will also tell you how many recipients the bulk email will go out to.

Step 2: Create Your Email

Click the Launch Email Builder button to open the template list.

NOTE: We recommend starting with the UpLaunch Branded Template. It's prepped for use specifically by UpLaunch, and is typically the easiest way to get your email crafted.

Once you select a template, you can then enter your email subject at the top and craft your email below.

NOTE: For details on the particular features of the email editor, please watch the tutorial video at the top of this page.

We highly recommend sending yourself a test email to check out how it looks in your email client.

When you're happy with how your email looks, click the Save and Close button at the top of the editor.

Step 3: Send Your Email

When your audience is defined and your email is written and saved, you're ready to send!

You'll notice that the first two steps now have green check marks next to them.

Click the Send Bulk Email button and you're off to the races!

You'll be taken back to the dashboard and your email will be sent within about 5 minutes.

NOTE: If you want to see your Previously Sent emails

Go Back into the Bulk Email builder and head over to Launch Email Builder.

Click on Previously Sent - you will be able to see how many contacts the email went out too.

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