Plan ahead – schedule your blast to go out later.
Blast Out an Email to Multiple Contacts
An Email Blast is an easy way to send a single email to multiple contacts in your database. Here’s how it’s done.
In ClientTouch, you’re going to find the Email Blast function here. You can populate your ClientTouch Workgroup a couple different ways. We’ll do it this way.
First, we’ll clear out any existing contacts we might have had in a previous ClientTouch Workgroup. Then we’ll go into the Add Contacts tab and add the contacts we want to send our email to.
Now that we’ve created our group, we’ll go back to the Actions tab and click on Email Blast.
Next we’ll select a previously created template from our Email Template Library, or if we want to write an email from scratch, we can do that as well.
I always recommend using a template, that way you can test the email by sending it to yourself and make sure everything looks just the way you want it to.
Using a template can save you from blasting out an email to hundreds or thousands of people with typos in it… or worse.
When your Email Blast is all set and ready to go, you can either send it out right then and there, or you can schedule it to be sent later.
To send it immediately, click “send blast now”.
To schedule it for later, you’ll click “schedule this blast”, then select the date and time you want it to go out, and then click “Schedule.”
Once your blast is scheduled, this screen will pop up confirming that everything is all set and ready to go out.
If you want to see the details of this blast or cancel it, you can do that by clicking here.
A couple notes: The system is smart. If you have a contact that was originally in your email blast send group, but then before the blast went out, they were deleted from the system, or they no longer belong to that group, then they would not be included in that blast.
If you want to get to this Email Blast screen later, click on Reports, and then Email Blasts.