Sending an email to a group of contacts

Alto allows you to create a listed group of contacts which meet a specific criteria. Once you've done so, you can mass email them.
For more information on Creating a group of contacts, click here

To send an email to a group of contacts:

  1. Click Contacts on the main toolbar
  2. Click Groups in the top left
  3. Select a group from within Default Groups, My Groups, My Branch Groups or Shared Groups
  4. Tick the box at the start of each contact row to select the contacts you want to email
    1. Alternatively, tick the box in the header to select all of the contacts
  5. Click Actions
  6. In the dropdown menu, click Send E-Mail
  7. 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)
    1. In the Property field, you can search for and add a property, if required
  8. Add or edit the Subject of the email
  9. Type your Message
  10. Add any Attachments, if required
  11. 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

Related articles:

Sending email and SMS messages to a contact

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