You can email a whole group of contacts at once in Alto - useful for mailshots to applicants, landlords or any saved group. Recipients are BCC'd, so they can't see each other's addresses, and each email is recorded on the contact's Timeline.
You can email an existing group, or build one first - see Creating a group of contacts.
Sending an email to a group of contacts
Select the group, choose who to include, then compose and send as a single email.
- 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
Any emails that are sent will be recorded in the contacts Timeline.
Note
- When the email is sent, recipients' email addresses aren't visible to each other - they are BCC'd
- If you use merge codes (for example #contact_name#), they stay visible as text while you edit - this is expected. They populate with real details only when the email is sent. For the full list see List of merge codes for email templates
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