Zoho CRM allows you to effectively segment and mass email your leads and contacts.
NOTE: the ability to do this may be restricted to your admin user, check your user rights.
Using Leads as an example,
1) go to Leads tab and create a new 'view', eg. Industry (must be based on a field in the leads record), these are the instant filters in the drop down.
2) enter the filter criteria for that view, save, the filter will be applied automatically and will allow you to check the records
3) under the listing, you will see 'mass email leads', click this
Tips:
This page helps you to select the required email template. If an email template is not available, you can create a new template, provided you have the privilege to manage email templates.
Mails will not be sent for the leads which do not have proper Email ID.
Mass Emailing can be done upto 250 mails per day, there are no analysis reports available in the CRM.
4) above the template you will see the select records tab. Click that,
Tips:
Search for the leads to which you want to send emails
Comma separated search values can be given. It will be taken as OR Criteria. For example: Last Name contains Sam, Jose, Paul will be treated as ( Last Name contains Sam ) OR ( Last Name contains Jose ) OR ( Last Name contains Paul )
Criteria pattern can be viewed.
For listing the records, you can either choose custom views or you can specify the criteria.
Mass Emailing can be done upto 250 mails per day.
5) select Custom View - then select the View (filter) you made in step 1. Manual View will allow you to do your own filters from this screen, in this case you can skip step 1.
Click send. The leads will all be sent the email.
Notes:
The professional edition of Zoho CRM only allows a max of 250 emails per day. If you have more than this you will have to stagger the send out.
NOTE: the ability to do this may be restricted to your admin user, check your user rights.
Using Leads as an example,
1) go to Leads tab and create a new 'view', eg. Industry (must be based on a field in the leads record), these are the instant filters in the drop down.
2) enter the filter criteria for that view, save, the filter will be applied automatically and will allow you to check the records
3) under the listing, you will see 'mass email leads', click this
Tips:
This page helps you to select the required email template. If an email template is not available, you can create a new template, provided you have the privilege to manage email templates.
Mails will not be sent for the leads which do not have proper Email ID.
Mass Emailing can be done upto 250 mails per day, there are no analysis reports available in the CRM.
4) above the template you will see the select records tab. Click that,
Tips:
Search for the leads to which you want to send emails
Comma separated search values can be given. It will be taken as OR Criteria. For example: Last Name contains Sam, Jose, Paul will be treated as ( Last Name contains Sam ) OR ( Last Name contains Jose ) OR ( Last Name contains Paul )
Criteria pattern can be viewed.
For listing the records, you can either choose custom views or you can specify the criteria.
Mass Emailing can be done upto 250 mails per day.
5) select Custom View - then select the View (filter) you made in step 1. Manual View will allow you to do your own filters from this screen, in this case you can skip step 1.
Click send. The leads will all be sent the email.
Notes:
The professional edition of Zoho CRM only allows a max of 250 emails per day. If you have more than this you will have to stagger the send out.