List of everyone with the same tag and how to send them a mass email?

Q: How do I send a mass email to everyone with the same tag? Before that, how do I get a list of everyone with that tag to review?

A:  First, you need to find your clients with the tag you want. Use the tag filter to do this

Then, hit the chevron to get a table of all the clients with that tag. Then, hit the envelope icon to send a letter to everyone on this list. You can write a unique letter or you can send one of your templates.

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Comments

  • Avatar
    Therese Hyde

    Can the recipients see the email addresses? Or is it blind automatically?

  • Avatar
    Gary Hall

    They see only their own in the "To:"

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    Patti Harris

    How can I send a Template letter as a mass email to everyone with the same tag.....

  • Avatar
    Gary Hall

    When you are about to send the email, you will be given the option of creating the email there or sending a template. Is that what you mean?

  • Avatar
    Patti Harris

    Yes, thank you. I did not see that option.

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