{"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

    \n
  1. Import a CSV list of people \/ companies you want to contact<\/li>\n
  2. Write the message you want to go out to them.<\/li>\n
  3. Push the send buttons<\/li>\n
  4. Later – give it some time – check your stats. Based on the actions people have taken (open, click), you can re-export into new groups.<\/li>\n<\/ol>\n

    \"Email<\/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

    \"Mass<\/p>\n

      \n
    1. Get logged into CRM.SwiftCRM.com<\/li>\n
    2. Click the Person icon in the far top left (RED)<\/li>\n
    3. If you want send to an existing group, click Groups (YELLOW)<\/li>\n
    4. 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