Bulk email lets you reach many people at once while still personalizing each message.
Steps
- Build or select the list of contacts you want to reach (use search and filters, or an event participant list, campaign donor list, etc.).
- Choose the email template you want to use.
- Preview several records to confirm that merge fields (name, amount, event details, etc.) are filling correctly.
- Send the emails, or schedule them if that option is available.
Best practices
- Always test with a small group or your own email address first.
- Keep records of what was sent and when.
- Respect unsubscribe preferences and your organization's communication policies.
Mail merges are commonly used for donation thank-yous, event reminders, newsletters, and targeted appeals.
