How to Create a New Bulk Email

This article will walk you through creating a New "Bulk Email" Template via Bulk Emails in crmgrow. A separate article will cover creating a Bulk Email "New Newsletter" Template.

Step 1

Click on "Bulk Email" on the system's left side.

Step 2

Click on the blue "New Bulk Email" at the top right of the page.

Step 3

This will open a new page where you will begin crafting the Bulk Email or Newsletter. In this article, we're creating a Bulk Email.

Step 4

Name the Bulk Email. Remember, this is the system name you will use to recognize the Bulk Email you are sending.

Step 5

Click on the "dropdown menu" and choose the option of "New Template."

This option will open an Email template where you can insert an email template you created in Templates or create Bulk Email content from scratch.

Note: You can insert Material, Emoji, and Tokens at the bottom right corner of the Email Template.

Step 6

Click on the blue Save Button to advance after you have crafted the Bulk Email.

Note: You will see an updated page recapping the Title of the New Bulk Email. The body of the Bulk Email will also have a pencil icon at the top right of that field.

Step 7

You can click the "Pencil" to edit the Bulk Email.

You can click on the "three dots" at the top right, to the right of the "Pencil" icon to choose;

• New Template

• New Newsletter

• Change Template

Step 8

Click the blue "Next" button at the top right to advance.

Step 9

There are two options for adding contacts to the bulk email. You can either manually add a list of contacts you create or select a list of contacts sent in bulk email previously.

Existing Bulk Email Contact List

• To use an existing Bulk Email Contact list, click into the field and choose a Contact list by clicking on the title of the email previously sent.

Create a Bulk Email New Contact List

• Click into the field and add Contacts manually.

Step 10

Click on the blue "Select Contacts" button. A pop-up screen will appear of your Contact Database.

1. Use the filter to identify the group of people to whom you want to send the bulk email.

2. When you are done creating your list of recipients, click the blue "Add" button.

   • Click the "Trash Can" icon to delete any Contacts you may have mistakenly added to the list.

3. Click the blue "Next" button at the top right of the page to advance.

Step 11

Click on the "Date" you want the Bulk Email to send. Use the left or right arrows to navigate the calendar.

Step 12

Click the field under the bottom left of the Calendar to select the time you want the send to trigger.

*Note: The dropdown menu will allow you to choose an AM or PM time (be sure to click on the right one!)

Step 13

Choose the Time Zone you would like to associate with the Bulk Email.

Step 14

Click the blue "Next" button at the top right of the page to advance.

Step 15

Time to give it the eyeball!

Review the Details

• Bulk Email Title

• Bulk Email Template

• Subject

• Content

Contacts

• You will see how many contacts are selected.

Date

• You will see the date & time it is scheduled to trigger.

Step 16

Click the blue "Submit" button to save the Bulk Email so it's put into the queue to send

Step 17

You will now be redirected back to the Bulk Email Tool where you started and will see your scheduled Bulk Email on the list.