Send Emails to Lists

Salesperson Carol, at AC Investors, receives an investment idea from her research analyst colleagues and wants to email this idea to prospects and clients. She creates the list of clients in Client Center and uses Tier1 for Outlook to send out a personalized email.

1. She composes her email in Outlook as if she was sending a regular email.

2. She clicks on the Merge tab on the side panel and double clicks on first name merge field. Tier1 for Outlook automatically adds the merge field {!Contact.FirstName} into Outlook's body.

3. She then adds an introduction using the merge field to complete her email.

4. She clicks on the List tab and selects the lists she wants to email to. The side panel updates with the total recipients with missing/invalid emails.

5. She clicks on the recipient list to review it and view the preview. Once she is happy with the email and the list, she sends the email just like if she was sending a regular email.

   

6. Tier1 for Outlook will then send a copy to yourself and then the email servers will start sending to the contacts one by one until completed.

7. She can review the summary email, view Client Center mass emails in activity manager to review email metrics.