How to Send a Bulk Email

Filter to locate the lead/waitlist profiles you wish to send a bulk email to.

You have the option to select a single contact, multiple contacts, or all contacts on the page. 

Unfortunately, the system cannot select all contacts within your search results. As a workaround, make sure that your Item per page view selection is set to 500 as shown below (this is found at the bottom of the list). If you have more than 500 profiles in the filter, you need to do the next steps multiple times per page.

2. A BULK ACTIONS button will appear when you select profiles on the list. Click it and select SEND EMAIL from the drop-down menu.

A pop-up window will appear providing you with a textbox to type your email. Use the placeholder menu to add personalized information such as Carer First Name and/or your signature. 

4. Click SUBMIT when your email is complete. If successful, you will notice a green alert at the upper right corner of the screen that states: Well Done! Email Sent Successfully. This pop-up will disappear.

If you refresh your page after a few minutes, the delivered email will appear as a new entry in the Interactions in the profile.

To view the overall status of your bulk action request, you can navigate through Settings > Bulk Action Log or through this link Bulk Actions Log

If you click on the eye icon, it should provide you with a report/status of the request. Please allow some time for the system to complete the bulk request, especially for large amounts of lists. The report should also update as you refresh the page.