Emails can be sent to lists. This article provides information on how to send emails to lists.
Article Contents
|
|
|
Available with: |
|
|
|
Marketing Automation |
✓ |
|
|
CRM Ultimate |
|
|
|
CRM PRO |
|
|
|
CRM Free |
|
|
|
|
|
|
|
Toolbar: |
|
|
 |
|
|
|
|
|
Users: |
|
|
|
Administrators |
✓ |
|
|
Company Managers |
✓ |
|
|
Marketing Managers |
✓ |
|
|
Sales Managers |
|
|
|
Salespersons |
|
|
|
Jr. Salespersons |
|
|
|
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 Lists in SharpSpring's left 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.
|
|
 Click to enlarge.
|
|
Note: You can only select either one list or one tag to exclude. You cannot select multiple lists, multiple tags, or a combination thereof.
|
|
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 Email 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.
|
|
 Click to enlarge.
|
Sending Multiple Lists
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.
|
|
Click to enlarge. |