Mike Mahurin Asked:
“I have a one-off email that I want to send to a specific group of my clients that have been tagged the same. Is there a method to add a list of similar contacts to receive an email that’s been created & saved as a template? Or does the email template need to be saved as a new campaign, and then add the contacts with the similar tags to the campaign and run it?”
The Answer:
You don’t need to create a new campaign to send a one-off email to a specific group of tagged contacts. Agent CRM makes it easy to target your audience and send an email directly from the Contacts section. Here’s how you can do it.
Step-by-Step Guide to Sending a One-Off Email
- Search for Tagged Contacts:
- Go to the Contacts tab in Agent CRM.
- Click Search and select the tag that applies to the group of clients you want to email.
- Select Your Audience:
- Once the search results display your tagged contacts, click the Select All option.
- Review the list to ensure it includes all intended recipients.
- Compose or Use a Saved Template:
- Click the Email button.
- Choose to write a new email or select a pre-saved email template.
- Send the Email:
- Review the email content to ensure it’s ready to send.
- Click Send to deliver the email to your selected contacts.
Benefits of This Approach
- Quick and Direct: No need to set up a campaign for a one-time email.
- Template Usage: Reuse saved templates to maintain consistency and save time.
- Tag-Based Targeting: Easily segment your audience for precise communication.
Pro Tips for One-Off Emails
- Test Before Sending: Use the preview feature to ensure the email appears correctly for recipients.
- Use Tags Wisely: Organize your contacts with meaningful tags to make searches and segmentation easier.
- Track Results: Check email metrics like open and click rates to gauge the effectiveness of your communication.
Learn More
For a detailed walkthrough, explore these resources:
- How to Use Pipelines to Organize Your Leads
- How to Create Campaigns and Add Contacts in Agent CRM
- Cross Sell on Autopilot: Increasing Your Pipeline Value
Also be sure to check out our Youtube channel:
Show Comments