Emails can be sent to lists. This article provides information on how to send emails to lists.
Article Contents
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Available with: |
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Marketing Automation |
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CRM Ultimate |
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CRM PRO |
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CRM Free |
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Toolbar: |
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Users: |
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Administrators |
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Company Managers |
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Marketing Managers |
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Sales Managers |
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Salespersons |
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Jr. Salespersons |
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Sending from Lists
Prior to sending an email to a list, you must do the following:
To schedule emails to a list from the selection of all available lists, do the following:
- Click Contacts > Lists in SharpSpring's top toolbar.
- Click
 Options > Send Email to List, located to the right of the list that will be scheduled in an email.
- Set one of the following parameters in the Scheduling section of the modal window that appears:
• As soon as possible
• At a designated time
- Enter the name of the email to schedule for sending in the Email section.
- Enter either the list or the user tag to exclude sending the email to in the Exclusions section.
- Optionally, check any or all of the following checkboxes:
• Exclude recipients who have
already received this email
• Exclude recipients with low
engagement
- Click Send.
- Click Send Email in the modal window that appears.
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Click to enlarge.
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Note: You can only select either one list or one tag to exclude. You cannot select multiple lists, multiple tags, or a combination thereof.
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Refer to Scheduling Emails for more information on email scheduling.
Sending from Emails
Prior to sending to a list directly from an email, you must do the following:
To send to a list when scheduling an email, do the following:
- Click Marketing > Content > Emails in SharpSpring's top toolbar.
- Hover over the email that will be scheduled.
- Click
 Send to List.
- Set one of the following parameters in the Scheduling section of the modal window that appears:
• As soon as possible
• At a designated time
- Enter the name of the list of recipients or user tags to send the email to in the Recipients section.
- Enter either the list or the user tag to exclude sending the email to in the Exclusions section.
- Optionally, check any or all of the following checkboxes:
• Exclude recipients who have already
received this email
• Exclude recipients with low engagement
- Click Send.
- Click Send Email in the modal window that appears.
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Click to enlarge.
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Sending Multiple Lists
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When sending to multiple lists from an email, the Email Jobs page will reflect this.
Sends to multiple lists will have a job for each list. Each subsequent job will exclude the previous list.
Refer to Scheduling Emails for more information on email scheduling.
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