Mike Mahurin asked us, “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 e-mail template need to be saved as a new campaign, and then add the contacts with the similar tags to the campaign and run it?”
“In Contacts, go to “Search”, then select the tag.
Select all of the contacts that are returned by your search, and click the Email button.
Check out this video in the Agent CRM Training: “Broadcast Email or Text””