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Email a contact and bulk email campaigns

Mel M. -

Follow the below steps to email a contact you have in the CRM Pro module:

  • First, find the contact in the agent portal with this navigation: Contacts>My Contacts>use Quick Search in the left menu to locate the contactquick_search.png


Send an Email to One Contact:

  • Once you have located the contact, then click on the green magnifying glass to the right of the contact to go to contact details where you will a button on the left menu which says "Send Email"send_email.png
  • This "Send Email" button will allow you to send the email from CRM Pro using email templates from your Library and using merge tags in the templatesemail_templates.png

Send an email blast to multiple contacts:

  • In the My Contacts view, select the contacts desired by clicking the box to the left of the contact or click the box at the top of that column to select all contacts on the pagechecking.png
  • You can go to the bottom of the page to increase the number of contacts on the page to select morepage.png
  • Make sure to deselect contacts without an email addresswithout_an_email.png
  • Click the blue "Email" button in the left menu after selecting the contacts and the Email Contacts interface will open with the contacts selectedinterface.png
  • Once in the Email Contacts interface, you can draft the email or select an email template from your library to use and/or modifydraft_or_select.png
  • After drafting your email, click the send button and the emails will be sent out of the PAS email serversend.png
  • You can review the click/open history on the contact records and this article explains how
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