Sending a Bulk Email Campaign

Send an email to multiple contacts at once.

What this does

Bulk email lets you send the same message to a list of contacts. Each email is personalised with merge fields.

When to use it

Use bulk email for announcements, newsletters, promotions, or updates that go to a group of contacts.

Step by step

  1. Go to Marketing > Campaigns in the main menu
  2. Click + New Campaign
  3. Select your recipients:
    • Choose a contact type (e.g. all Customers)
    • Or select contacts manually
    • Or use a saved filter
  4. Choose or create an email template
  5. Preview the email with merge field data
  6. Set the Send Date — now or schedule for later
  7. Click Send

Tips

  • Always preview your email before sending to check merge fields render correctly
  • Avoid sending to contacts who haven't opted in
  • Review open and click rates after the campaign to measure effectiveness
  • Contacts can unsubscribe via the link in the email footer