Bulk Actions: Sending Emails
The Bulk Actions feature in Advisor's Growth allows you to send one-off emails to multiple contacts at once. Here’s how to do it:
Step 1: Select Your Contacts
Navigate to Your Contacts:
Go to the Contacts or Smart Lists section.
Select the Contacts to Email:
Check the box next to each contact you want to include.
To select all contacts on the current page, check the box at the top.
To select all contacts in Advisor's Growth, click the hyperlink that appears to "Select all contacts."
Step 2: Choose the "Send Email" Action
Click the "Send Email" Icon:
After selecting your contacts, click the “Send Email” icon.
Compose or Select an Email:
In the pop-up window, you can either create your email message from scratch or choose a pre-existing template from the dropdown menu.
Use the formatting tools to add elements like trigger links, change the font style, insert custom values/merge fields, and attach files as needed.
Schedule the Email:
Choose how and when the email should be sent:
"Add all at once": Send the email immediately.
"Add all at scheduled time": Send the email at a specific time in the future.
"Add in drip mode": Send the email in batches over a scheduled period.
Note: When using drip mode, the "repeat after" setting specifies the interval at which batches are processed, not a full cycle. For instance, if you choose to process 100 contacts every 5 hours, the system will continue to run every 5 hours until all selected contacts have received the email. If you have 780 contacts, the system would process 8 batches—7 batches of 100 contacts and 1 batch of 80 contacts.
Using these bulk actions helps streamline your email campaigns and ensure timely communication with your contacts.