1. I need to send an email to a contact in my database
From the detail view of a contact record, click the hyperlinked email address to open a blank email addressed to the contact. Alternatively, you can select the email button from the global toolbar for the same result.
2. I need to send a single email to all contacts at a single company
From a company’s detail view, simply click the email button from the global toolbar and select “write email” to pull up a blank email addressed to all of the contacts (with email addresses) in that company. You can now write an email and send it to an entire company.
3. I need to send an email to several contacts in my database who share something in common
Perform a lookup to find contacts with commonalities (same birthday month, same ID/status, etc). Once you have a list of people to whom you will send the email, click the “tag all” option which will highlight all contacts in the list. Then click the email button on the global toolbar and select “write an email.” The email will be addressed to the entire list.
Other options: Back in March of this year we detailed how to email from a template, a method best used for sending one email to several people when you want to pull a contact’s ACT! info into the template (so each email can read “Dear John Smith” or “Dear Jane Doe” for a personalized effect). Also consider an ACT! E-Marketing subscription for access to advanced email tools that will make your e-cards, new product/service announcements, special promotions, monthly e-newsletters and more really stand out.
For more information on ACT! E-Marketing, questions about emailing, or any of our services, please call our office at 847-520-0860.