Email marketing doesn’t just have to be about delivering offers and sales information. You can use it to position yourself as an expert using content. Regular updates give you an opportunity to create a unique brand and cement this in the minds of your clients.
Connective can help you to develop engaging content. Learn more about our DMH subscriptions here.
Email merge functionality in Mercury Nexus allows you to send to the same message to multiple clients with the push of the button, increasing productivity and efficiency across your team.
Emails sent using the email merge will be sent via Connective's mail server and appear from [email protected]
How do I send the same email to multiple people?
You can create an email merge as follows:
In the CRM app, select People from the main left-hand menu.
Highlight the people records you would like to send the email to and select Merge from the top menu.
CTRL + Left click to highlight multiple people records on Windows
CMD + Left click to highlight multiple people records on Mac
Note: In order to select multiple contacts across various pages, it is necessary to maintain the Ctrl key pressed until the entire selection is completed.
Select Email and then choose Email Selected and click Next.
Note: If you click Email all it will send your email to all People records in your CRM.
Either create your email from scratch here or select Choose Email Template to apply a template you have already created. If you would like to know how to create an email template, refer to Creating Email Templates.
Personalise your email using the Insert Tag drop-down list. Clicking on the tag will insert the tag wherever your cursor is currently located in the email.
Optional: To add an attachment to your email, navigate to Attachment. Either click Upload to upload a file from your computer or Attach to select a file already in your Mercury Nexus library.
Open the Recipients tab to review who will receive the email.
To send the email message to all recipients, click Merge and then Send email.
Before you start emailing, make sure your email signature is set up correctly. Click here to learn how to set up your email signature. We recommend you send a test to yourself first before sending out to your list of contacts. This way you can ensure everything is appearing as it should.