Sending a mass email to a group

To send a mass email to a group, the group must be linked to a person, company, or lead.

1. Click My CRM | Groups.
2. Click the link of the group you want to email and click New Email.
3. To ensure the email isn't sent to members of another group, select the other group from Dedupe against other Group.
4. Complete the Email options.
5. Specify Communication options. This panel is not available if you're using Email Management to handle outbound emails.
6. Select Email in Parent Category Selection to create a child category when the email is sent. You can use the category to generate reports and to create a new group for follow-up actions. For more information, see Groups in the System Administrator Help.
7. To preview the email, click Send Yourself Test.
8. To send the email to the group, click Send Email and click OK.
9. To view the status of the job, click Marketing | Mass Email Status. For more information, see Viewing the status of a mass email.
10. When the email is sent, a communication record is displayed in the calendar of the person who created the communication. It contains a link to each person or company in the group. The communication also appears on the Communications tab of every group member. To view a sent email, click the Email icon beside the communication link.
    • To convert the email to an opportunity, lead, or case, click New Opportunity, New Lead, or New Case. For more information, see Converting emails.
    • To register a response to an email that's linked to a wave activity, select the response from Response Type and click Save.