Bulk Email

by Bria Hunter Senior Product Content Strategist ‎08-22-2017 03:10 PM - edited ‎08-22-2017 03:25 PM

 With the bulk email feature, you can reach out to a large group of your Contacts at once with the same message. 

 

 

How to send bulk emails

  1. To send a bulk email, start by clicking on “Contacts” in the left navigation panel in Zap.  
  2. You’ll land on a list view with all of your Contacts. From here, you have a few options.
    1. You can click “Filters” to narrow down your list based on specific Contact traits. There’s a whole range of options here – last login, Status, custom tags, and much more. Once you’ve applied the filters, select the checkbox above the list of names to select everyone. You can individually remove a Contact by unchecking the box to the left of their name. 
  3. If you’re emailing a small group, you can individually check the boxes beside each Contact’s name to add them to the list of recipients for this list.
  4. If you want to email everyone (or almost everyone), you can click the checkbox above the list of your Contacts to select all of your Contacts. If you’d like, you can individually remove Contacts by unchecking the box beside their names.
  5. Once you’ve settled on everyone you want to include on the list of recipients, go ahead and click “Bulk Actions” and select “Email”. 
  6. You’ll see a screen where you can write an email just as you do in the Contact Summary, with the ability to stylize your text, include links, embed images, and even fill in things like your Contact’s name or the name of your company. 
    1. If you’d like, you can also select an existing email script to send out. Just click “Select Email Script” on the right side of the email composer and select the script that you’d like to use. You can make tweaks to it if you’d like!
  7. Once you’ve got the content of your message right, click “Review Contacts” in the bottom right. You’ll see a list of everyone who your message will be sent to – which will only include your Primary Contacts who have email addresses in Zap. Contacts have the option to opt out of bulk and automated emails, so anyone who has opted out will be listed on the right and won’t be sent the message. On the left, you can click the “X” to remove anyone you’ve changed your mind about contacting, or click “+ Add another Contact” to add anyone you’ve missed. 
  8. Once your Contact list is refined, click “Send Email”. Depending on how many emails you’re sending, they should all arrive within an hour. 

 

What does it mean if someone has opted-out of bulk emails?

In order to keep messages in line with consumer preferences, all bulk emails and automated emails include a small link in the footer to unsubscribe. If your Contact has chosen to unsubscribe, they can still receive your individually-sent emails, but won’t receive emails you send through the Bulk Actions menu or automated emails within your Follow-up Plans. Note: Only your customer can decide whether they want to opt out or opt back in to bulk email, and they can do so from the Email Preferences page under Account Settings on your consumer website. In order to respect consumer email preferences, agents can’t access this page on their customer’s behalf.

 

 

 

Bria Hunter August 22, 2017
Comments
by David Bergonz Friendly Explorer
August

I recently imported a farm of nearly 1,100 contacts with verified valid email addresses and was hoping to send a bulk email to all this morning. I followed the steps in this thread and at step 8, I clicked on send email,  saw the three blue dots in motion for about 15 seconds indicating that something was going on... but when I go into some of these contacts and view their history, I get the following message

 

 

"Updated by: David Bergonz Status Update: Drip Notes: Email sent in Zap;null"

 

 

I'm not sure if the emails went out or not..

"null" doesn't sound good 

by Community Manager
August

Hello David,

 

The message you are seeing is from lead router which is not used to confirm that the bulk emails were successful. The proper confirmation language reads: emails queued for delivery! They should be sent over the next hour. If you saw this message then you are good to go. you can also confirmed through dashboard by selecting;

 

1. Contacts

2. Under Contact Details, set "Last contact date' to "last 24 hours"

 

This will pull up a list of recent contact who emails were sent to.

 

Zap Support, 

 

Obi

by Shelby Williams Insightful Sightseer
August

Are bulk e-mails sent as a blind copy? Email addresses are not shared, correct?

by Community Manager
August

Hello Shelby, 

 

Thats correct, bulk emails do not share the contacts email addresses. 

 

Zap Support, 

Obi

by Bill Sargeson Savvy Adventurer
a month ago

@Obi Madu, if the contact opts out of bulk emails will they still receive listing alert emails?  Thank you!

by Community Manager
a month ago

Hello Bill,

 

The bulk email and listing alerts have different protocols so opting out of bulk email will not effect the clients listing alerts. 

 

Zap Support, 

Obi

by Sally Morrison New Visitor
a month ago

Is there a way to tell what bulk email was sent to your clients?  

by Community Manager
a month ago

Hello Sally,

 

When sending out bulk emails, you have the choice to create an email or select one from your email script library. A preview option of the email is available before its sent out.

 

Zap Support, 

Obi

by Community Manager
a month ago

Hello Sally, 

 

Thanks for clarifying your original ask. We do not have a space where you can track bulk emails. However we are always looking for ways to improve the overall experience with the site. I am going to move your post to our Zap Suggestions space and with enough views from the rest of the community, our feature request team will take notice and look to add this feature on future versions of the Zap. Thank you.


Zap Support, 
Obi