Sending a mass email

To open the Mass email page: From the Email menu, click Mass email.

Use the Mass email page to send an email to multiple recipients. Note that before you can send an email, you need to enter your return email address in the Agent Information page.

To send a mass email

  1. If you want to use a template message from the email library, select one from the Category and Template drop-down lists and then click Use this template.

  2. Enter the recipients in the To field. More Info: 

    1. Type the email addresses, separated by a semi-colon (;).

    2. Click the To link and select contacts from your address book.

  3. Type a Subject for the email. If you are using a template, the subject will already be entered for you.

  4. Click Attachments to attach a file to your email.

  5. Type or customize the message in the main editing area. You can use the HTML editor tools to customize your email message.

  6. Optionally insert additional content to the email. More Info:

    • To insert your signature at the current cursor position, click Insert signature. To create or customize your signature, see "Creating a signature".

    • To merge a picture into the body of your email message when printing or sending this email, click Insert picture merge code. This option is only available in HTML mode. For more information, see "Inserting a picture into an email message".

    • To insert specific contact or agent information into the email, click Insert merge code and select the merge codes to insert.

    • To insert a marketing link at the current cursor position, click Insert marketing link.  For more information on marketing links, see "Marketing links".

    • To remove the contents on this message, click Clear message.

  7. Click Next when you have finished composing the email.

  8. Top Producer 7i checks the email addresses to ensure that they have the proper syntax and they do not have an unsubscribed email status. If there are any recipients with an unsubscribed email status, they are removed from the email and are displayed in a dialog box. Review this list and select the check box next to the contacts who you wish to add back to the email.

  9. Click Previous if you need to continue editing, or click Send when you are ready to send the message.

NOTE: The mass email feature does not record all email sent in the Sent items folder. These emails are only tracked in the contact history.