An email broadcast allows you to send multiple emails to contacts and use mail merge tags and templates to personalize your correspondence. Note: Because an individual email is sent to each recipient when sending an Email Broadcast, the recipients will not see each other's email addresses.
See also:
To use email broadcast, select the contacts that you would like to send the email to, go to Bulk Actions > Send an Email, and choose the message type of “Email Broadcast."
Regular Email vs Email Broadcast
- Regular Email: Selecting "Regular Email" will send one email to all selected recipients. You can BCC, CC or enter recipients in the "To" field.
- Email Broadcast: Selecting "Email Broadcast" will send a separate individual email to each recipient.
From there, you can compose your email broadcast, provided you are within your email provider’s daily sending limits. For limits, please refer to other articles in our knowledge base.
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 less 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
See also:
- How-to Video - How to Create an Email from an Email Template
- How do I create email templates in Wealthbox Mail?
In the email composition window, click the “Templates” icon and select an existing email template from the list. The content will populate in the message body automatically.