Open topic with navigation
Get link | About Sage CRM editions
You are here: Groups > Sending mass emails
Sending mass emails
User Requirement: Information Manager rights
Mass emails can be in text or HTML format, and they can contain file attachments and inline images. To upload an inline image, you must have the Send Email As HTML field set to Yes in Administration | Email And Documents | Email Configuration.
Note that if you're using a free 30-day trial, your mass emails are not sent. However, they are saved as communications.
Opt out of E-marketing Communications Flag
There is a check box flag on the Company, Person, and Lead Summary pages, which is automatically set by Swiftpage if E-marketing is being used. E-marketing emails never go out to the associated Company, Person or Lead email addresses where this flag is set, even if the user has manually unchecked the option in Sage CRM.
If you're using Sage CRM's own mass email feature, you should add the opt-out flag to the group search criteria to ensure that people who have opted out of receiving emails via E-marketing, do not receive other marketing emails generated withthe standard Mass email feature.
Configuring Sage CRM for Mass emails
Once the embedded email editor is configured, you can use the Mass Email functionality. However, if you want the ability to send emails in HTML format, you need to make sure the system is configured to do so. You also need to ensure that the required From and Reply To addresses have been specified.
To ensure that HTML emails can be sent to groups:
- Click Administration | Email And Documents | Email Configuration. The Email/SMS settings page is displayed.
- Check that the Send Email As HTML field is set to Yes. If you don’t have a requirement to send HTML emails, the Internal SMTP option can be chosen.
To ensure that From and Reply To addresses have been specified:
- Open Administration | Email And Documents | Email Aliases and click New. A list of email addresses that emails can be sent from is displayed. If the entry for the email address you want to send mass emails from is not listed, you need to set up an entry for it.
- Click the mailbox you want to use to send mass emails from, and click Changen. In this example, the Marketing mailbox is being used.
- Ensure that the Email Address and Display Name fields are completed and that From and Reply To addresses are enabled and specified.
- Click Save .
See Also:
Sending emails to groups
Send emails
Open topic with navigation
Sage CRM user assistance PDFs
