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Mass Email

How to send mass email

You need to have at least one Target List with target records and Email Template in your crm.

  1. Create new Campaign with a status Email or Newsletter. Select one or a few target lists in Target Lists field.
  2. After Campaign record is created create Mass Email for this campaign: click plus on Mass Email panel. Specify Date Start - when emails should be sent, and select Email Template. Make sure Status set as Pending.

If everything is setup right emails should go out. They should be sent each hour with portions (you can change portion size in Administration > Outbound Emails). Administrator can change it by updating Scheduling field of Check Group Email Accounts Scheduled Job.

You can check if emails are sent in Log panel.

Test what will be sent to recipients

Click right dropdown on the mass email row in Mass Email panel and then click Send Test.

Log

In log you can see:

  • Sent email;
  • Emails opened by recipient;
  • Links clicked by recipient;
  • Recipients who opted out;
  • Bounced emails (not delivered to recipient).

Opt-out link

By default the system will append opt-out to all sent emails. But you can use custom one in your Email Template.

Example:

<a href="{optOutUrl}">Unsubsribe from the mailing list.</a>

Administrator can disable mandatory opt-out link being added by system at Administration > Outbound Emails.

Tracking URL

If you want to know that your recipient opened the link from your email you need to create Tracking URL. Specify any Name and URL where your link should lead to. Then you will need to paste generated code into your Email Template.

Example:

<a href="{trackingUrl:55f2c87b09a220a78}">Try our demo</a>

Target Lists

Target Lists contains the lists of Accounts, Contacts, Leads and Users records.

Users can populate target lists manually using Select action on the corresponding panel on Target List detail view. There is an ability to make filtering and then select all result of search.

Populating target lists with Reports

Reports feature provides an ability to populate target lists with records matching specific criteria.

Excluding Target Lists

Specify Excluding Target Lists to avoid sending mass email to certain recipients. If there is a record with the email address that matches the email address of any excluding record, the first record will be excluded as well.

Campaign Log

At Campaign Log you can see emails that have been sent, opened emails, bounced emails, who opted out, and who clicked the link in the email. It's possible to utilize this log by creating Target List (dropdown in the top-right corner on panel) based on records from log. For example, you pick only contacts that clicked on the link (tracking url).

Troubleshooting

For Administrators

What to do if emails are not sent out.

  1. Check if Sent Test works. If does't work then check if system SMTP settings are correct.
  2. Check if you have setup cron for your system.
  3. Check if you have Send Mass Emails Scheduled Job and it's Active (Administration > Scheduled Jobs > Send Mass Emails). Check if there is something in Log.

What if Tracking URLs has wrong url that does not lead to your crm.

Check 'siteUrl' paramater in data/config.php file. It mube be set as URL of your EspoCRM accessible from the external world.