Alto allows you to create a listed group of contacts which meet a specific criteria. Once you've done so, you can bulk email them.
For more information on Creating a group of contacts, click here
To send an email to a group of contacts:
- Click Contacts on the main navigation bar
- Click Groups in the top left
- Select a group from within Default Groups, My Groups, My Branch Groups or Shared Groups
- Tick the box at the start of each contact row to select the contacts you want to email
- Alternatively, tick the box in the header to select all of the contacts
- Click Actions
- In the dropdown menu, click Send E-Mail
- The Send Mail window opens, showing a list of the contacts with their email addresses (You can click the x to remove them, if required)
- In the Property field, you can search for and add a property, if required
- Add or edit the Subject of the email, if needed (by default, the template name will be set as the Subject)
- Amend the content of the email by clicking inside any of the blue boxes that appear when you hover over the email body. Type in any additional text you want to add
For more information on this, click here - Add any Attachments needed either by selecting Browse your Computer and selecting attachments directly from your desktop, or, by selecting Browse Alto and attaching documents stored on the tenancy record (if applicable)
- Click Send when you have finished creating your email
Any emails that are sent will be recorded in the contacts Timeline.
Note
When the email is sent out, the email addresses aren't visible to the other recipients. Instead, they are BCC'd
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