Sending Bulk Emails



Check with your email provider before bulk emailing to make sure you do not get locked out of your email account, as any limits they might have for sending emails will apply.

You need to set up email integration between your email provider and karma to send an email either to any contact or company. (Please see setup an email integration for detailed instructions.)

karmaCRM enables you to send the same email to multiple contacts. This option helps you to save time by sending the same message to multiple contacts simultaneously.

You can filter the contacts to whom you want to send an email (be sure each contact's email field has been populated with its correct email address). (Please see filter contacts for detailed instructions.)

Select either individual contacts or click on the Select All checkbox (to the left of the column header showing your first filter), a Bulk Update Menu appears.

From the Bulk Update Menu, select the Send an Email option. A new window opens (based on your email integration settings) and allows you to compose an email. You can see the selected contact email addresses pre-populated in the Bulk Recipients field.

Write the email message, and click on Send button. (Please see create an email message for detailed instructions.)

Use an Email Template for Sending Bulk Emails

While sending the same email message to multiple contacts, you can see the Template drop-down menu option in your compose window. If you want to use an email template that you have created previously, click on the drop-down menu. Select the template that you want to use (Please see create an email template for detailed instructions). The body as well as subject of your email is then populated with the template data you have selected. You can also make changes in the email message before sending to it. 

For more details on how to create and send an email, please see send an email to contact

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