When to use bulk email
- Announcements — Firm news, policy changes, market commentary
- Event invitations — Webinars, seminars, client events
- Seasonal communications — Holiday greetings, tax reminders
- One-time campaigns — Any message that goes to a group at the same time
For drip campaigns that send multiple emails over time, use sequences instead.
Send a bulk email
Select recipients
Go to Clients, Prospects, or Contacts and select who should receive the email:
- Use filters to narrow the list
- Check the box next to each recipient
- Or select all with the select-all checkbox
Configure recipients
For household recipients, configure how household roles map to email fields:
- Head of household — Set to To, CC, or BCC
- Spouse / partner — Set to To, CC, or BCC
Compose your message
Write the email:
- Add a subject line (supports merge fields)
- Write the body using the rich text editor
- Optionally apply an email template
Review
Click Review emails to preview how the email looks for each recipient. Select different recipients in the sidebar to see their personalized version.
Personalization
Merge fields
Insert dynamic content that is personalized for each recipient. Merge fields use Liquid template syntax and are replaced with actual values when the email sends. To insert a merge field:- Click the icon in the compose toolbar
- Select a field from the dropdown
- The field is inserted at the cursor position
AI rewrite
Use the AI rewrite feature to revise your email:- Click the sparkle icon in the compose toolbar
- Describe how you want the email changed
- Click Rewrite email to apply
Email templates
Apply a saved template to pre-fill your subject and body:- Click the template icon in the compose toolbar
- Select from your saved templates
- Edit the template content as needed
Voice dictation
Click the microphone icon to dictate your email content using voice input.Scheduling
Send immediately
The default behavior. Emails are sent one at a time with a delay between each to protect your sender reputation.Schedule for later
Instead of sending immediately, use the schedule button to pick a future date and time.Cancel a bulk email
You can cancel a bulk email while it is scheduled or still sending. Navigate to the bulk email record and cancel it. Any emails that have not yet been delivered are stopped.Recipient limits
| Limit | Value |
|---|---|
| Recipients per send (from selection bar) | 100 |
| Daily send limit per email account | 250 |
| Delay between emails | 1 minute |
Emails are staggered with a 1-minute delay between each recipient. A bulk email to 100 recipients takes approximately 100 minutes to complete.