Learn how to send batch emails from a Super Search results set. Batch email functionality is available for Pro and Enterprise clients.
Prior to sending batch emails, contact roles and batch email templates must be created in Settings.
Batch Emails
Batch emails are sent from the results set of a Super Search query. Navigate to Super Search and create a search to surface the needed information.
As an example, a foundation may want to send an email to the primary contact for all the grants approved at the previous board meeting. In this case, Super Search criteria should be set to include all requests approved on a certain date.
The user should set the Super Search criteria.
From the search results page, switch to “Batch Edit” mode and select “Send Email.”
The user will select the email template, and the rest of the email properties will populate based on the email template values. The user may make changes at this time, but these changes will not update the template.
The user can then preview and update the individual emails, and will be alerted to any issues that need to be resolved.
- A new email address for a contact that does not exist in the site can be entered in the To or CC fields. Type the email address and then press Enter or Tab.
- If a contact does not exist within a selected Recipient role for a request, the issue must be resolved in order for the email to be sent.
An interaction record is created for each email sent through the batch. Any replies to the emails are stored within the relevant interaction record, and replies can be sent from the interaction record as well.