ChapterBuilder - How to send a bulk email?

ChapterBuilder - How to send a bulk email?

The Council Dashboard allows users to easily email leads directly from ChapterBuilder. This article will show you how to send emails to multiple leads at once.

Sending Bulk Emails:

1. Navigate to the Lead List (click the "Lead List" button on the left-side navigation bar). 

2. Select the leads you want to email (note, you can filter the Lead List to refine it even more, click here to learn how). To select a lead, just click on checkbox on the far right side. You will know who you have selected because they will turn red and the box will check. 

3. Click the "Actions" button in the upper right corner. 

4. Select "Email."

5. This will open the email box where you can do the following:

  • Review your recipients 

  • Add a subject (required) 

  • Customize the message by inserting the first name. Where ever you put this it will insert each recipients first name. 

  • Customize your email content 

  • Attach any documents you want to include 

6. Once your message is customized, and you are ready to go, click "Send." 

Note, your email will be sent from the email address you used to register with ChapterBuilder. All responses should appear in your personal inbox.

Summary

The Council Dashboard allows users to easily email leads directly from ChapterBuilder. This article will show you how to send emails to multiple leads at once. To send bulk emails go to the Lead List > Select your Leads you want to include > Click Actions > Select Email. 


    • Related Articles

    • ChapterBuilder - How to send a bulk email?

      The Council Dashboard allows users to easily email leads directly from ChapterBuilder. This article will show you how to send emails to multiple leads at once. Sending Bulk Emails: 1. Navigate to the Lead List (click the "Lead List" button on the ...
    • ChapterBuilder - Bulk Actions

      ChapterBuilder offers user the chance to perform bulk actions, meaning that will apply to more than 1 Lead. This is done on the Lead List (located under the "Lead tab) and directly from the lead list. Here are the steps for accessing bulk actions: 1. ...
    • ChapterBuilder - Council Dashboard - Email FAQ

      The Council Dashboard allows users to easily email leads directly from ChapterBuilder. Below you will find some frequently asked questions about how the emailing feature works. Can you email in bulk or just individually? You can do both! What email ...
    • ChapterBuilder - How to invite a member(s) to your ChapterBuilder account

      If you are looking to add other members to your account follow the steps below. Note, ONLY TEAM ADMIN will have the ability to invite users to a chapter’s account. So make sure you are a team admin before you attempt to invite others. If you are not, ...
    • ChapterBuilder - How to export my new members for reporting?

      If you are wanting to export your new members information directly from ChapterBuilder so you can report them to your organization or campus, you can do so by following these steps: Navigating to your Leads List (click on the "Lead List" button on ...