How can I track the leads/contacts to whom I have sent emails in bulk?

How can I track the leads/contacts to whom I have sent emails in bulk?

You can send bulk emails in batches and still keep track of the leads/contacts to whom you have sent the mails. Suppose you need to send bulk emails to contacts from USA, follow these steps:
  1. Create field - You need to create a custom pick list field for contacts, namely, Mail Sent Status. You can specify the values as 'Sent' and 'Not Sent'.

  2. Create a custom list view - You need to then create a custom list view that filters only those contacts to whom you need to send emails. The criteria can be:
    Country is USA
    AND
    Mail Sent Status     is Not Sent

  3. Send mass emails - Select the leads/contacts from the list view that you created and send mass emails.

  4. Mass update - Use the Mass Update feature to update the Mail Sent Status field value as 'Sent' for all the leads/contacts records to whom the emails have been sent. Doing so will exclude the contacts (for which email is sent) from the list view. This way you can make sure that an email is not sent twice to the same contact.

    • Related Articles

    • How do I send mass emails to selected records in the Leads module?

      You can send mass emails to selected leads in four different ways: Manual selection Custom view Advanced filter Criteria on the Mass Email page Manual selection: Select records manually from the list of records in a module and then select the Send ...

    • Can I send mass emails from custom modules?

      Yes, you can send mass emails from custom modules in the same way as from standard modules like Leads, Contacts, and Deals. To send mass emails from a custom module Go to the module which contains records you want to send mass emails to. Navigate ...

    • How do I check previously sent mass emails?

      The Sent tab on the mass emails page lists all the previously sent mass emails. Click on an email to see details including who it is from, who it was sent by, the template used, and the sent email statistics. The Sent Email Statistics allow users to ...

    • How do I schedule mass emails to be sent at a particular date and time?

      Scheduled mass email is available in the Professional, Enterprise, and Ultimate editions. Administrators or users with permission to send mass email can schedule mass emails. You can schedule up to 10 mass emails per module at a time. The available ...

    • How many mass emails can be sent from a trial account and is there a way to schedule mass emails?

      The limit for mass emails varies depending on the trial edition that you are subscribed to: You can send up to 20 mass emails per day per organization in the Standard, Professional, Enterprise, and Ultimate trial editions. You can schedule up to 10 ...