Get the most out of your business emails by using Freshworks CRM’ bulk email feature. Narrow your recipients using filters and list views, select them and use custom templates and placeholders to bring your emails to life. Also, track the status of the emails and schedule them to be sent at convenient times in different timezones.  

 

To send bulk emails,

  1. Go to the Contacts tab.

  2. Narrow down to the intended list a set of recipients by 

    • Selecting a view 

    • Using filters to refine a list of contacts 

  3. Select individual contacts by clicking the checkbox beside their names, or you can just click the checkbox beside NAME to select all the records from a view.

  4. On selecting the recipients, the bulk actions tray appears. Click the icon.  

  5. Compose your email in the overlay. You can use placeholders to personalize your emails, or you can just select a template from the drop-down. You can also add file attachments from your device.  You can also personalize individual emails from the recipient list by clicking the button.

Additional records can be added from the bulk email overlay section even after selecting multiple contacts from the list view. 

Note: Up to 25 additional records can be added


You can enter the email address of leads who are not present in the CRM, and Freshworks CRM will create a new lead for you

Note: 
  • Only users can be added in the CC section while sending bulk emails
  • CC can be added for 500 recipients per day across all users for the account. If the limit exceeds, emails will be sent, but users will not be CC'd
  • While sending bulk emails for contacts, you can enter the email address of the contact and Freshworks CRM will create a new contact for you


 

Users can be added in the cc section

To personalize emails for specific recipients, click the button. This expands the compose window and brings up the list of recipients.

  

Click the recipient whose email you wish to customize. Make changes to the email on the compose window. The changes will be auto-saved and you can now view a Personalized tag next to the name of the recipient.  

 

Similarly, you can add or remove recipients who need personalized messages.


Click . This brings up the email scheduler overlay. 
 

Scheduling the bulk email 

  1. On the email scheduler overlay, you can:

    • Give a name to your email blast. This helps you locate it while looking for bulk email metrics. 

    • Opt to Send now or to add a schedule to your bulk email (helpful when you send emails to recipients in different time zones)

    • Track the status of your email by marking the checkbox titled 'Track open, click and bounce rates'

    • Link conversation to a lead so that the email appears in the recent conversation section

    • Add unsubscribe link


  2. Click (or  if you've added a schedule to your email). This sends out the bulk email to the recipients.

 

How many emails can I send in a day?

 

You can send as many emails as is allowed in your subscribed plan. Each plan has a limit on the number of emails you can send in bulk in a day. 

  1. ______ - 250/day

  2. ______ - 1000/day

  3. ______ - 5000/day