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Contacts & Smart Lists · 2 min read

Send a Bulk Email from Smart Lists

You can email a group of contacts straight from your contact list, using the same email tools as campaigns.

Before you send

  • Contacts with invalid addresses, who unsubscribed, or who have email DND on may be left out.
  • Have your sender details, subject and message ready.
  • Follow consent and email-sending rules.
  • Emails that have already been processed can't be recalled.

Send a bulk email

  1. Go to Contacts → Smart Lists. Filter or open a smart list, then select the contacts.
  2. Click Send Email in the bulk actions toolbar.
  3. Check the recipient summary: how many you selected, how many were filtered out, and how many will receive it.
  4. Enter the From Name, From Email and Subject. Add preview text or other details if needed.
  5. Choose how to build the email:
  6. Quick Compose for a simple message
  7. From Smart Builder for the Design, Code or Plain Text editor
  8. Select Existing Template for a saved template or a Template Library design
  9. Optionally open Additional Settings to turn on click tracking, UTM tracking or tags.
  10. Enter a test address, click Send Test Mail and check the email.
  11. Click Review Campaign and check the sender, content, links and recipients.
  12. Choose when to send:
  13. Send immediately
  14. Schedule for a future date and time
  15. Drip Mode to send in batches. Set the start time, batch size and how often each batch goes out.
  16. Click Send Email.

Track results

  1. Go to Contacts → Bulk Actions and find the job.
  2. Click Show Stats to see processing results and delivery numbers. Download the error details to check any failures.
  3. Click Load More Stats for full email reporting.
You can also go to Marketing → Emails → Statistics and filter by Bulk Action Campaigns.

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