Contacts & Smart Lists · 1 min read
Send Bulk Email to Associated Contacts
You can send a bulk email starting from companies or custom object records. FunnelStreams finds the contacts linked to the records you pick and sends to them.
Before you send
- The records must have linked contacts.
- A custom object needs an association with contacts before Send email appears.
- Normal email rules still apply, so contacts on Do Not Disturb or without an email are skipped.
Send the email
- Open Companies or the custom object list.
- Filter and select the records.
- Click Send email.
- Choose recipients:
- For companies, the contact association is chosen for you.
- For custom objects, pick one or more association labels, then choose the most recently linked contact, the earliest linked contact, or all linked contacts.
- Write the email or pick a template. Use merge fields from the company or custom object, such as a property address.
- Choose to send now, schedule it, or send in batches.
- Review and send.
Check results
Open Bulk Actions or email statistics to see delivered, opened, and failed sends.
Example
A property manager selects every property with a lease ending next month and emails the linked tenants a renewal reminder that includes each property's address.