How to schedule mass emails in Zoho CRM?
For a given schedule time you can schedule 10 mass emails/module. There are two options from where you can choose the email recipients:
- Module list view
- Custom view
(i) To schedule mass emails from module list view
- Select any module and choose records from the list of records.
- Click Send Email.
- In the Mass Email popup, select Select Template button.
- Select an email template or create a new template. See Also Email Templates
- Enter the relevant email addresses in the From and Reply To fields.
- Choose from one of these options:
(i) Your account's email address
(ii) Organization's email address
(iii) Email address of the record owner.
- Under Send, click Schedule Later.
- Enter the Date and Time for scheduling the emails.
- Click Schedule.
(ii) To schedule mass emails from custom view
- Select a module and in the Module List View page, click the Actions dropdown.
- Select Mass Email from the list of options.
- In the Mass Email Summary page, click +Create Mass Email.
- Under To, select the recipients from the custom view in the drop-down list.
- Select an Email Template.
- Enter the relevant email addresses in the From and Reply To fields.
- Under Send Options, click Schedule Later.
- Enter the Date and Time for scheduling the emails.
- Click Schedule.
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