Get ready to supercharge your client communication with our latest feature update! You can now send mass emails with the Emails & Activities app. This update is designed to simplify your communication by enabling you to send out messages to multiple recipients simultaneously.
Some great ways to use this feature:
email marketing campaigns
send introductions and materials to multiple leads
follow-up with multiple clients at the same time
How it works
Here are the most important details:
This is a feature update for the Emails & Activities app.
You can use this feature on any board with an email column in monday CRM.
You can send one mass email that results in multiple individual threads of conversation, one for each recipient. The email will not indicate that there were multiple recipients.
You can send a mass email from any email address that has been added in your Emails & Activities settings.
Note: If you have more than one email column on your board, only the first email column will be pulled in as the recipient in your email.
How to use the feature
1. On any board with an email column in your monday CRM, use the leftmost column to check the box for each contact you want to add as a recipient.
2. At the bottom of your window, you will see a bar with several options. Select "Mass email":
Note: If you have multiple email columns on your board, the feature will pull in the email addresses from the first email column on your board.
3. Check that the email address in the upper right-hand corner is the email address that you wish to send your mass email from. If the email address isn't correct, use the dropdown arrow to switch it.
4. Compose your email or use a template.
4. Send your email!
Success!
Once your email is sent, you will receive a notification confirming that the emails were sent to your recipients successfully!
If there was an issue, you will also receive a notification that your email failed. In that case, you may have hit your email host's limit for the day.
Email tracking
You can track the progress of your campaigns using the Mass email tracking feature.
HTML email layout
You can use HTML to format the layout of your emails. To apply HTML to your email, follow these steps:
1. Open the email composer and locate the "HTML email layout" button:
2. Write or paste your HTML into the text field. Then, preview your layout on the right side of the editor. You can preview how the email will appear for your recipients on desktop and mobile:
3. Click "Save" to apply the HTML to your email. Click "Send" and we'll let you know when your email blast has made its way into the world!
Additional capabilities
Privacy. You can use this feature with a shared email. The app's privacy standards apply.
Templates. Templates can be used when sending a mass email.
Limitations
The following are the current limitations of this feature:
You can send a maximum of 500 emails at a time
You can send a maximum of 2,000 emails per day
Your email host (i.e. Gmail or Outlook) may have additional limitations
Who can use this feature:
monday CRM only
Available on Pro and Enterprise plans
💡 Stay tuned for more updates in the future!
👉👉Start your free trial with us today: www.achievan.com/mondaydotcom
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