What is the “Bulk Actions- Send An Email” feature and best practices for using it?

The Bulk Email Feature allows you to send multiple emails to contacts and use merge fields, as well as templates, to personalize your correspondence.

This how-to video covers the feature, including filtering your contact records to send an email to a filtered list.

See also:

How-to Video: How to Send an Email Broadcast
What is an Email Broadcast?

How to send a Bulk Email

To do so, simply select the contacts you would like to address in the email, then choose “Send an Email” under “Bulk Actions”:

Then select the message type of “Email Broadcast” or “Regular Email”:

Regular Email vs Email Broadcast

For Email Broadcast, select your recipients and click “Compose Email”, and an email will slide out from the right-hand side. This option will hide the recipient's names in the received email.

Selecting "Email Broadcast" will send a separate individual email to each recipient.

For Regular Email, select the recipient field of “Bcc, Cc, or To” and click “Compose Email”, an email will slide out from the right-hand side. Note: You do not need a “To” field for Regular Email, but each recipient will be listed in the “To” line on the received email.

Email sending limits and best practices in Wealthbox

Although Wealthbox does not limit the number of emails you can send per day (this is your provider's limit), Wealthbox does limit emails to be sent in batches of 100 or fewer to prevent getting blocked as spam.

We recommend sorting the contacts alphabetically, displaying 100 contacts per page, and sending the email to 1 page of contacts at a time.

Personalizing Email Broadcasts

You should be able to select "Insert Mail Merge" on the email draft screen shown in the screenshot above to pull the contact's first name into the email. This will ensure that each recipient of the email will see their own first name in the email.

Using an Email Template for a Bulk Email in Wealthbox