How to send emails in bulk directly from inside OnePageCRM [Gmail]

This feature is currently is in a closed beta group, however it will be released soon. If you'd like to try it out, please email support@onepagecrm.com.

In order to send bulk emails directly from inside OnePageCRM, you must first connect our email integration with your Google Apps mail or Gmail email address. 

Then take the following steps:

  1. Select all contacts that you want to email using the bulk selector (see A) or individual contacts by selecting the check box beside their name (see B). 
    • (You can also select contacts from any of the filters to the left of your Action Stream including; tags, status, lead source or a custom filter.)
  2. Under Message select Send email... (see C).

  3. Type the message for your master email for Step 1: Create master email and preview (see D) or choose a Template (see E). Learn more about Templates here.

    • Variables appear in orange text (see F) and will automatically update for each contact.
    • Select Preview to view emails.

  4. In Step 2: Preview emails where you can click the Edit individually link to personalize the content of each (see G). 
    1. Scroll through emails using the left and right toggles adding a personal touch for each contact (see H).
    2. Click Send all once you're happy with your email messages (see I).

NOTES

  • You must have a Google Apps mail or Gmail email address associated with your OnePageCRM account - all emails are sent from this address.
  • There is a limit of sending 200 emails per 24 hour period.
  • It is possible to set up email templates which can be accessed in this area also. Learn more here.
  • Under Templates (see E), you can select Save message as a template to reuse this email in future.
  • You can use a Variable field in your subject line. 

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