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

  1. 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.
  2. 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.
  3. Compose or Use a Saved Template:
    • Click the Email button.
    • Choose to write a new email or select a pre-saved email template.
  4. 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:

Also be sure to check out our Youtube channel: