If there is a record with the email address that matches the email address of an excluded record, it will be excluded as well. Specify Excluding Target Lists to avoid sending mass emails to certain recipients. Reports feature provides the ability to populate target lists with records matching specific criteria. There is the ability to make filtering and then select all results of the search.
Users can populate target lists manually using Select action on the corresponding panel on Target List detail view. Custom entities of the Person and Company types are supported too (as of v7.1). Target Lists contains lists of Accounts, Contacts, Leads and Users records. You can use a custom opt-out link in your email template. The system appends an opt-out link to all sent emails if it's missing in the email body. Test what will be sent to recipients ¶Ĭlick on the right dropdown on the mass email row in the Mass Email panel and then click Send Test. You can check if emails are sent in Log panel. Administrator can change the Scheduling of the 'Check Group Email Accounts' scheduled job. They should be sent each hour in portions (you can change the portion size at Administration > Outbound Emails). If everything is setup right emails should go out. Specify the Date Start − when emails should be sent, and select a Email Template.
After the Campaign record is created create a Mass Email for this campaign: click the plus icon on the Mass Email panel.Select one or a few target lists in the Target Lists field. Create a new Campaign with the type Email or Newsletter.You need to have at least one Target List with target records and an Email Template in your CRM. To access the complete report on how many times people opened and clicked, navigate to “ Group Message” tab in Nimble.What if Tracking URLs has wrong url that does not lead to your crm. You get notified the moment someone opens your emails and how many times they open it. How do I see who has interacted with my messages? To save a message as an email template for future use, select “Save as New Template” before sending your new message.īefore you send your group message, especially to a large group of people, send yourself a test message to make sure that everything is the way you want it to be. Save existing message as a new template.Once you create a few templates, they will be available beneath the “Select Template” option on the Group Message screen. This will bring up our template editor, where you can insert all of your email fields, including attachments and merge tags. If you would like to pre-create a bunch of email templates or copy and paste them from a different program, go to Settings > Email Settings and select “Add Template”. Check out the screenshot below to see how easy it is to switch: Having the ability to chose from multiple email account is important for personalizing your outreaches. Nimble will default to this email address whenever you send emails from your account. After connecting, you will be given the option to chose a default account to send from. You have the option to connect multiple email accounts to Nimble. Select the email address you will be using.You can further refine the search by keywords, interests, tags, etc. Are you planning a business trip to Los Angeles? Here’s how you can easily use the segmentation feature in Nimble to find all the CEOs you know in the area. You can also message a group of contacts that you have previously tagged. Selecting recipients manually is easy, just start typing their name and Nimble will start bringing them up for you to click and add. Add recipients (individually or as a group).
Read on to find out details on how to send group messages from Nimble! It means that your message will show up in the recipient’s inbox as if you sent it only to them making each outreach appear as a sincere one-to-one conversation. One of the best things about this feature is that it allows you to send personalized messages from your own email identity. Each message looks like it was sent to only one person If you take the time to identify these people and create targeted group messages, you will see that the open and click rates on your emails will increase. Your project team, your business contacts or a group of friends. In a combination with our smart segmentation, it is supposed to allow you to stay top of mind with people that are important to you. Our group message feature is not meant for blasting people with sales pitches. One of our latest marketing updates gives you the ability to send group email messages and track the open and click rates.
We’ve been hard at work in the past few months developing Nimble into a Social Sales and Marketing platform.