Send Mass Emails

Important Notes:

1. Inbox only supports sending emails to lists up to 15,000 contacts. If you are sending to more recipients than 15,000, create multiple lists and send the same email to them.

2. If a contact is missing data in the merge field, Inbox will not send the email to them.

Inbox uses your Outlook compose window to send mass emails so you do not have to learn a new tool. You can send personalized mass emails to any of your contact lists. Make sure you created or updated your lists in Client Center before starting this workflow.

1. Click New Email and open the Inbox add-in.

2. Under the Send Mass Email section, click Details. Important: do not edit the long email address in the To field in Outlook. This special email address will process your email to send to everyone.

3. Select one or multiple lists you want to send emails to.

4. Write your email and then to add personalization, click on the Merge tab. You will see all the merge fields available. If a desired field is unavailable, contact us or your administrator.

   a. Double click on the merge field to add the syntax to the body of your email. For example, double clicking on first name will add {!Contact.FirstName} to your email body.

   b. Repeat for all your merge fields you need. Both email subject and body support merge fields.

5. Inbox automatically logs the subject, the body in plain text, the sender and mailbox owner, and the lists you selected. If your firm has the Log tab enabled, make sure to complete this step.

   a. Click Log tab and then populate all required fields.

   b. If you have questions on how to populate a field, contact support or your administrator.

6. Click on the Recipient List and review the list of contacts who will be receiving your email. Uncheck any contacts if you do not want to send it to them.

7. Review your email and then click Send.

8. Shortly after all emails have been sent, you will receive a summary email that describes any email opt outs, errors with merge fields, or errors with sending. Click here to read more details.

Read this article on how you can review your email engagement with our advanced email metrics feature.