How do I send mass emails to only those contacts who are my customers?
Not everyone listed in your Contacts module may become your customer. If you have to send emails only to a few contacts, you can do so by filtering out the contacts based on specific criteria. To send emails only to customers follow these steps:
- Click Contacts > Mass Email.
- Under the Email Templates tab, select the Email template you would like to send.
- Under the Select Records tab, select one of the following options to filter records based on a criteria.
Custom View criteria - If you want to send mails to contacts under a particular list view, you can select it from this list view drop-down. All the matching contacts are listed.
Manual criteria - Specify a criteria to filter out contacts that match the given criteria and click Search. For example: Account Type is Customer.
Note: You may wonder how your Contacts module has a field called "Account Type". All contacts are associated with Accounts. In the Accounts module, Zoho CRM offers you a standard field called "Account Type" when you are feeding in Accounts details. So this field shows up in the criteria drop-down to filter contacts here. If you have made use of this field, you can follow this method to search for "customers". - Select the records form the list and click Send.
Emails will be sent to the selected records. If you have not made use of the "Account Type" field, you can specify any criteria that filters out your customers.
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