{"id":4171,"date":"2021-12-02T15:46:02","date_gmt":"2021-12-02T20:46:02","guid":{"rendered":"http:\/\/swiftcloud.ai\/supportwebadmin\/?p=4171"},"modified":"2021-12-24T10:01:32","modified_gmt":"2021-12-24T15:01:32","slug":"bulk-email","status":"publish","type":"post","link":"https:\/\/swiftcloud.ai\/supportwebadmin\/bulk-email","title":{"rendered":"Bulk Email"},"content":{"rendered":"
Bulk Email broadcasting in SwiftCloud \/ SwiftCRM is easy, once you know where to look.<\/p>\n
First, here’s the easy short summary:<\/p>\n
<\/p>\n
TIP: Need Bulk eSign, or to collect payment from a group, or get a group to schedule individual appointments? You can do that from here as well.<\/p><\/blockquote>\n
To send a bulk email, you need a group to send it to.<\/p>\n
Start simple. Later, you can get fancy and add more powerful systems like lead scoring, customer segmentation, etc.<\/p>\n
Let’s dive in: First is getting the Group into SwiftCloud \/ SwiftCRM.<\/p>\n
Working with Groups in SwiftCloud \/ Swift CRM<\/p>\n
First, go here…<\/p>\n
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- Get logged into CRM.SwiftCRM.com<\/li>\n
- Click the Person icon in the far top left (RED)<\/li>\n
- If you want send to an existing group, click Groups (YELLOW)<\/li>\n
- If you don’t yet have any groups, click Import Spreadsheet (ORANGE) to import a CSV (your list-source).<\/li>\n<\/ol>\n
NOTE: These need to be people with whom you have a relationship, and\/or you need to comply with spam laws. This will trash your IP address and server reputation, not ours, if you spam people off-topic and irrelevant messaging. Spam compliance is outside the scope of this help article; you can legally cold email to businesses, but you need to be careful and check some details and honor opt-out requests. We do check spam compliants and will block your account if it exceeds .7% (fairly strict).<\/p><\/blockquote>\n
RELATED: Working with SwiftCloud Contacts – notice the small groups icon next to it.<\/p>\n