Available with the following plans:
Customers using Gmail with Copper can send emails in bulk to more than one Copper contact and insert captivating inline images to personalize and enhance their communication. This works with email templates and merge fields, so you can deliver a personal touch.
Check out our quick video on bulk sending emails first, and then we'll dive into more details below.
This article will cover:
Understanding the bulk email feature
If you're using the Gmail sync, you can send emails from within Copper to multiple contacts at a time. You need to ensure the Send and Reply from Copper setting is activated. You can bulk email leads, people, or contacts associated with a company or opportunity. When using bulk email, you can leverage email templates to compose your emails.
Because the bulk send feature works with the Gmail sync, you should be mindful of Gmail's daily bulk send limits.
Bulk send emails
To activate the bulk send feature and send your first bulk email set, follow the steps below:
Sign into your Copper account, and click 'Settings' from the lefthand menu.
Choose 'Email Settings' from the 'Preferences' section.
In the first white box in the page, under 'Email Preferences,' make sure 'Send and reply from Copper' is selected.
Select the record type (leads, people, companies or opportunities) you'd like to email from the lefthand menu.
Check the box to the left of the specific records you wish to email. Or you can check the box at the top of the list to select all:
Click on the 'Compose Bulk Email' icon across the top of the list.
The email composer will pop up. Write your email by hand or apply an email template or merge field. You can also add attachments to your bulk email.
Adding inline images: Click the image icon in the compose window to upload an image from your computer or choose one from your existing Copper files. You can also add alt text to describe the image for accessibility purposes.
Review all the emails that will be bulk sent by clicking on the arrows in the top right corner of the compose box.
Press 'Send.'
Copper's bulk email feature now lets you send personalized emails with inline images to a large group of recipients. This makes it easy to create visually appealing emails that grab attention.
Have a question? Contact our Customer Success Team using the in-app chat 💬
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