Quick Answer
How do you send a bulk email in BizStackPro?
Open Contacts or a Smart List, select the intended contacts, and choose Send Email from the bulk actions menu. Compose a new message or select a template, add personalization or attachments when available, choose immediate, scheduled, or Drip Mode delivery, and confirm the request.
When to Use Bulk Email
Bulk email is useful when you need to send one message to several contacts without building a full campaign or workflow.
It works well for one-time announcements, invitations, policy updates, new resources, product notices, or other messages that do not require multiple follow-ups or branching automation.
When a message requires several steps, conditions, delays, or ongoing follow-up, a campaign or workflow is usually more appropriate.
Use bulk email for one-time communication
Bulk email helps you avoid building unnecessary automation for a message that only needs to be sent once.
Bulk Email at a Glance
Before You Begin
Review the audience, message, links, and delivery method before sending the bulk email.
- Confirm that bulk email is more appropriate than a campaign or workflow.
- Identify the contacts or Smart List that should receive the message.
- Decide whether to write a new email or use an existing template.
- Review any links, personalization fields, and trigger links.
- Prepare any attachments you need to include.
- Decide whether to send immediately, schedule the message, or use Drip Mode.
- Test the email with a small contact batch when you are unsure about formatting or targeting.
- Sign in to your BizStackPro account.
Step 1: Select the Contacts
Choose the contacts who should receive the one-time email.
Open Contacts or a Smart List
Open Contacts or select the Smart List containing the intended recipients.
Select Individual Contacts
Select the checkbox beside each contact when only specific records should receive the email.
Select the Current Page
Use the checkbox at the top of the contact table to select every contact displayed on the current page.
Select the Full Database When Needed
When the email should go to every contact, use the additional link that appears after selecting the current page, commonly labeled Select all in company.
Review the Recipient Count
Confirm the number of selected contacts before opening the bulk actions menu.
Current-page and full-database selections are different
The top checkbox may select only the contacts shown on the current page. Use the full-database option only when every contact should receive the email.
Test with a small batch
Start with approximately 10–25 contacts when you need to confirm the message, formatting, links, or delivery behavior.
Step 2: Compose the Bulk Email
Open the Send Email action and prepare the message for the selected contacts.
Open the Bulk Actions Menu
After selecting the contacts, open the bulk actions toolbar or menu.
Select Send Email
Choose Send Email to open the email composer.
Write a New Email or Select a Template
Compose the message from scratch or choose an existing email template from the available template selector.
Add Formatting and Personalization
Use the editor to format the email and add personalization fields or trigger links when those options are available.
Add Attachments
Use the attachment control in the email composer toolbar when attachments are available in your account.
Review the Email
Check the subject, message, personalization, links, attachments, and formatting before choosing the delivery method.
Templates can save time
Use an existing template when the message follows a standard format, but review the content before sending to make sure it still matches the selected audience.
Step 3: Choose the Delivery Option
Choose when and how quickly the selected contacts should receive the email.
Send Now
Begin processing the bulk email after the request is confirmed.
Schedule
Select a future date and time when scheduling is available in the delivery settings.
Drip Mode
Send the email in smaller batches over time instead of processing the full selection at once.
Batch and Interval
Choose how many contacts should receive each batch and how much time should pass between batches.
Use Drip Mode for larger sends
Drip Mode can help pace delivery by sending to a set number of contacts at a chosen interval until the full contact selection has received the email.
Select the Delivery Method
Choose immediate, scheduled, or Drip Mode delivery from the available options.
Configure the Timing
Enter the scheduled date and time or configure the Drip Mode batch size and interval.
Review the Request
Confirm the recipient count, message, and delivery settings.
Send or Schedule the Email
Confirm the bulk action to begin or schedule the delivery.
Step 4: Review Bulk Email Reporting
Emails sent through bulk actions may appear in the email reporting area under a section such as Bulk Action Campaigns. The exact label may vary by account.
Open Email Marketing or Reporting
Open the area where email delivery and engagement statistics are displayed.
Find the Bulk Action Email
Locate the email entry associated with the bulk action, sometimes listed under bulk action campaigns.
Open the Reporting Menu
Use the available menu, commonly a three-dot menu, to open the message statistics.
Review Delivery and Engagement
Review the available delivery, open, click, and engagement information.
Common Uses for Bulk Email
Product Announcement
Notify customers about a launch, product update, or limited-time offer.
Event Invitation
Send an invitation to a selected contact group and schedule it for an appropriate time.
Policy or Service Update
Send a one-time notice about a policy change, new resource, or support update.
Bulk Email Best Practices
Frequently Asked Questions
How do I select multiple contacts for a bulk email?
Can I use an email template for a bulk email action?
What is Drip Mode?
Can I schedule a bulk email for a future time?
Can I attach files to a bulk email?
Continue Learning
Continue learning how to manage bulk requests, contact selections, templates, and email delivery with these related BizStackPro Help Center guides.
