Send a bulk email
Select recipients
On any list page — clients, prospects, other contacts, or past clients — use the checkboxes to select the recipients you want to email.
Click Bulk email
In the selection bar at the bottom of the page, click Bulk email. The compose window opens with your selected recipients listed on the right.
Choose a sender
The From field defaults to your primary connected email. Click it to switch to a different connected email address.
Write your email
Enter a subject and compose your message in the body editor. You can also select an email template to start from a pre-written message.
Click Review emails
Review how the email will look for each recipient. Click any recipient in the list on the right to preview their personalized version.
Personalizing with placeholders
Use placeholders to insert recipient-specific information into your subject line and body. Click the button in the toolbar to browse available placeholders, including:- Person fields — first name, last name, full name, email, phone
- Household fields — household name, tier
- User fields — your name, email, phone (the sender)
- Custom fields — any custom fields configured for your book
Recipient roles for households
When sending to households that have multiple people (such as a head of household and spouse), you can control who receives the email and how. Click Change roles next to the To field to configure:- Head of household — set to To, CC, BCC, or exclude
- Spouse / partner — set to To, CC, BCC, or exclude
Attachments
Click the button in the toolbar to attach files. Limits:- Up to 3 attachments per bulk email
- Maximum 10 MB per file
- Maximum 25 MB total across all attachments
AI rewriting
Click the button in the toolbar to revise your email with AI. Describe the changes you want — for example, “make this warmer” or “shorten the second paragraph” — and the email body and subject are updated automatically.Scheduling
Instead of sending immediately, you can schedule the bulk email for a later date and time. On the review step, click the dropdown arrow next to Send emails and pick a date and time. Scheduled emails can be cancelled before they’re sent.Tracking delivery
After sending, you can track the status of your bulk email. The detail view shows:- Delivered — emails that have been sent successfully
- Scheduled — emails waiting to be sent
- Opened — emails the recipient has opened
- Cancelled — emails that were cancelled or failed
Limits
- 100 recipients per bulk email (enforced when selecting from the list)
- 250 emails per day per connected email account
- Emails are sent one per minute to avoid spam filters, so a 100-recipient bulk email takes about 100 minutes to complete
- Only one bulk email can be actively sending per connected email account at a time
The daily limit of 250 emails is shared across all bulk emails sent from the same connected email account. If you’ve already sent 200 emails today, you can only send 50 more.
FAQ
Do recipients see each other's email addresses?
Do recipients see each other's email addresses?
No. Each recipient receives their own individual email. It’s not a mass CC or BCC — each email is sent separately.
Can I use bulk email with other contacts?
Can I use bulk email with other contacts?
Yes. Bulk email works with clients, prospects, other contacts, and past clients. Select recipients from any of these list pages.
What happens if a recipient doesn't have an email address?
What happens if a recipient doesn't have an email address?
Recipients without a valid email address are automatically excluded. The recipient count shown in the compose window reflects only recipients with email addresses.
Can I cancel a bulk email after sending?
Can I cancel a bulk email after sending?
You can cancel individual recipients that haven’t been sent yet. Emails that have already been delivered cannot be recalled.
Next steps
Email templates
Create reusable email templates with placeholders
Sequences
Automate multi-step email campaigns over time