Introductions

Note:

1. The Mass Email feature is available only for the Temps and Contacts Module. In Zoho Workerly, you can send mass emails to customers with respect to your business requirements. For example, you can send new Job requirements, updates, or personalized follow-up email to the Temps in bulk. While sending mass emails to Temps or Contacts, you can choose a predefined template for the message from various email templates. Mass emails can be sent in the following ways:
   

1. Sending Mass Emails manually
   
2. Scheduling Mass Emails
   

1. Before sending emails, ensure that the record contains a valid email address.
   
2. Emails will not be delivered to the records with an invalid email address.
   

Benefits

1. Save time in sending emails to an entire list of customers.
   
2. Create new mailing lists based on business requirements.
   
3. Schedule emails to send at a specific time, according to your convenience.
   
4. Allow customers to subscribe or unsubscribe from the mailing list using Email opt-out.
   

Email Limits

1. In the Free Edition – 50 x total confirmed and active users (per day, per organization) for upto 4 users. For accounts with more than 4 users, the limit is 200 emails (per day, per organization). 12 AM to 11.59 PM GMT is considered as one day.
   For example, you have 2 active and confirmed users in your organization’s account. Then the total number of individual emails that a user can send per day, per organization will be up to 100 (50 x 2) emails. If you have 6 (or anything more than 4) active and confirmed users, then the total number of individual emails that can be sent will be 200, as that is the fixed limit for more than 4 users.
2. In the Paid Editions – 300 x total confirmed and active users (per day, per organization). 12 AM to 11.59 PM GMT is considered as one day.
   For example, you have 5 active and confirmed users in your organization’s account. Then the total number of individual emails that a user can send per day, per organization will be up to 1500 (300 x 5) emails.

1. You can send mass emails based on your Zoho Workerly Edition. 12 AM to 11.59 PM GMT is considered as one day, to calculate the email count.
   
2. The mass emails per day, per company includes Autoresponders, active email Schedulers, Macros and Mass emails.
   
3. You can also increase the mass email limit up to 2250 per day, per organization for an additional cost. Please write to us at support@zohocorp.com to increase your mass email limit.
   

Send Mass Emails

1. Instant Filter (creating New Custom View)
   
2. Existing Custom View
   

Note:

1. The Mass Email feature is available only in the Temps and Contacts modules. See Also Email Limits
   
2. You need to create email templates before sending mass emails. See Also Email Templates
   
3. Bounced email notifications for mass emails are not tracked in Zoho Workerly.
   However, if the user has configured Zoho Mail Add-on, notifications about bounced emails can be tracked only for individual emails (but not mass emails). The notifications are sent to the user's primary email address that has been configured.

Availability

Profile Permission Required: Users with the Mass Email Temps/Contacts permission in profile can access this feature.

1. Click the [Module] tab.
   Module refers to Temps, Contacts, etc.
2. In the [Module] Home page, click [Module] Tools > Mass Email [Module].
   
3. In the Mass Email page, by default, the system displays the Email Template tab.
   
4. Under the Email Template tab, do the following:
   
1. Select the Template from the list.
   Note, that you cannot edit the email content here.
2. Click the New Template link to create a template.
   
3. Under the Select Records tab, do the following:
   
4. Click on Custom View Criteria, and then Select Custom View from the list, or
   
5. Click on Manual Criteria, to search and select the required records manually.
   The system will display only those records that contain an email address. 
6. Click on Send.
   

Schedule Mass Email

Availability

Profile Permission Required: Users with the Mass Email Temps/Contacts permission in profile can access this feature.

Note:

For a given scheduled time only three mass email processes are possible.

1. Go to the Temps or Contacts tab.
   
2. In the Home page, under Temps/Contacts Tools, click Schedule Mass Email.
   
3. Click on New Mass Mail Schedule.
   
4. Then do the following:
   
1. Enter the Mass Mail Scheduler Name.
   
2. Select the Custom View from the list.
   
3. Select the Email Template from the list.
   
4. Select the Active check box.
   Only when you select the Active check box, will the scheduled emails be delivered.
5. Enter the Start Date and Time to schedule the emails. Enter the date in MM/DD/YYYY format, or select the date from the calendar displayed. Select the hours and minutes from the respective lists.
   
5. Click on Save.
   The system displays the View Mass Mail Schedule page.
6. Click on Edit or Delete, as required.
   
7. Click on Go Back. The created Schedule is displayed under Mass Mail Schedulers.