> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulk email

> Send personalized emails to multiple clients, prospects, or contacts at once.

Bulk email lets you send individual, personalized emails to a group of recipients from your connected email account. Each recipient receives their own email — it's not a mass CC or BCC. You can personalize each email with placeholders that automatically fill in recipient-specific details like names and custom fields.

## Send a bulk email

<Steps>
  <Step title="Select recipients">
    On any list page — [clients](/records/clients/overview), [prospects](/records/prospects), [other contacts](/records/other-contacts), or [past clients](/records/clients/past-clients) — use the checkboxes to select the recipients you want to email.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Choose a sender">
    The **From** field defaults to your primary connected email. Click it to switch to a different connected email address. You can only send from inboxes you own or have [**Read and send** access to](/setting-up-slant/integrations/email-and-calendar#share-your-email-access).
  </Step>

  <Step title="Write your email">
    Enter a **subject** and compose your message in the body editor. You can also select an [email template](/account-settings/customization/email-templates) to start from a pre-written message.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Send or schedule">
    Click **Send emails** to send immediately, or click the dropdown arrow next to the send button to schedule the emails for a later date and time.
  </Step>
</Steps>

## Personalizing with placeholders

Use placeholders to insert recipient-specific information into your subject line and body. Click the <Icon icon="braces" /> 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](/records/households/custom-fields) configured for your book

Placeholders appear as tags in the editor and are replaced with real values when the email is sent. If a placeholder value is missing for a recipient, it's left blank.

## Recipient roles for households

When sending to [households](/records/households/overview) 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

By default, both the head of household and spouse or partner are included in the **To** field. Duplicate email addresses are automatically removed.

## Attachments

Click the <Icon icon="paperclip" /> 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 <Icon icon="sparkles" /> 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

You can cancel individual recipients that are still scheduled, or cancel the entire bulk email.

## 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

<Note>
  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.
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="Can I use bulk email with other contacts?">
    Yes. Bulk email works with [clients](/records/clients/overview), [prospects](/records/prospects), [other contacts](/records/other-contacts), and [past clients](/records/clients/past-clients). Select recipients from any of these list pages.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Email templates" icon="file-text" href="/account-settings/customization/email-templates">
    Create reusable email templates with placeholders
  </Card>

  <Card title="Sequences" icon="list-ordered" href="/platform/sequences/overview">
    Automate multi-step email campaigns over time
  </Card>
</CardGroup>