How to Compose Mass Emails

The LeadBooker allows you to send an email to multiple Leads\contacts.

There are two ways to send mass emails to your leads

1) Mass email from Lead List page

2) Mass email from Compose Mass Email Page

Mass email from Lead List page

1. Go to LeadBooker CRM and hover on the Leads menu.

2. Then Filter leads according to your mass list. You can also select your Smart List.

    If you don't know how to add a smart list then please check in detail by clicking on the below link.
    https://sellingtoolz.zendesk.com/hc/en-us/articles/4403839532313 

3) Then click on Select all {count}

4) Then click on the Compose Email button.

5) Then a Popup will open like the below screenshot.

6) Enter the Subject (short description) of the email.

7) Select Email Header - YES, if you want to add a default email header (for full details about Email Header see the article Manage Email Header).

8) Email Constants - The Email Constants section includes the email template body. You can copy the email constants and paste it in the template text or you can select any constant by clicking on the "Email Constants" button as shown below image. These constants will be automatically replaced by the Leads' information (First Name, Last Name, Email ID) or you can create an email template in your own words.

For example:- Hello [FIRST_NAME], we received an email from your email [EMAIL_ID].

The email upper line will look like this: Hello James Osmar, we received an email from your email [e-mail].

9) Choose Email Template  - Choose a previously added email template from the drop-down to load it in the template field. Use that template as it is or make the changes you would like.

10) Template section includes the body of the email. From here you can manage the text of a template or you can add your own text.

11) Select Signature - Yes, if you want to add a default signature in the email (for full details about Signature see the article Manage Email Signature).

12) Upload the Attachment if you want.

13. Send Test Email - From here you can preview the email template by sending it to yourself. After sending, check your inbox and open the test email to see how the template will look to your recipients.

14) Choose Timezone.

15) Send Email - To send this email now click Send Now.  To send this email later, click on Schedule For Future.

16) Click Send Email to send the email or click Save Email As Template for future use.

After sending a mass email, if you want to check the email reporting in detail, please click on the link below.

Email Campaign Reporting

Please note: the system will send up to 50 emails the first time, and then it will send all remaining emails after 15 minutes.

Mass email from Compose Mass Email Page

1) Go to LeadBooker CRM and hover on the Communication menu.

2) Click Compose Mass Email as shown in the below image.

3) Click Select Contacts to select Leads\contacts you want to send the email to.

Then follow the same step as we discussed in the preview step.

After sending a mass email, if you want to check the email reporting in detail, please click on the link below.

Email Campaign Reporting