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.