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.