Send Quick Email to a List of Leads

1. Feature Overview

This article describes how to send bulk Emails to any List in your LeadSquared account. Some other ways of sending emails include –

You can either draft your own Emails or use the Email templates available on your LeadSquared account. You can learn more about List in this feature guide.

LeasSquared email template

 

2. Process

  1. Navigate to Leads>Manage List. Select the list you want to send the email to.
  2. Hover your cursor over “settings” and click Send Email.
  3. A window opens up where you can fill in details like Email Category, From, To, and Subject.
  4. Compose your email and select Test your email.
  5. After you successfully send the test email you will get an option to either Send Now or Schedule for later.

LeadSquared Email List

 

Alternatively you can also open the List Details page by clicking on the list name. Under List Actions dropdown select Send Email.

LeadSquared Email List

 

Note: It is mandatory to send a Test Email to preview your email. You can either send the email immediately or schedule it for later.

 

3. Send Now

To send the email immediately select Send Now from the Send option.

LeadSquared

 

4. Schedule for Later

To schedule the email for later-

  1. Under Send options select Schedule for Later.
  2. Enter details like the date and time you want to schedule the email for.
  3. Click Schedule.

You will be able to view the email scheduled on the List Details page.

Note: The email goes out immediately after you click send and it cannot be undone. You can view email delivery in respective leads in the list. The leads who have opted “Do Not Email” field will not receive the email.

You cannot track individual delivery, open/click report for this type of email. If you want to track such type of metric use the Email Campaign feature.

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