Sending an Email to Multiple Contacts

AccountGroove allows you to send a single email to multiple contacts using Email Marketing. This feature is ideal for announcements, updates, reminders, and one time outreach to leads or clients.

When to Use This

Use this method when you want to:

• Send a broadcast style email
• Notify multiple contacts at once
• Reach a specific list, tag, or segment
• Send a one off message (not an automated sequence)

Step 1: Navigate to Email Marketing

1. From the left hand navigation, click Marketing
2. Select Email Marketing
3. Click Create Campaign in the top right corner

This will start a new email campaign and open the email builder.

Step 2: Choose Your Email Editor

You’ll be prompted to select how you want to build your email:

• Design Editor

  Best for branded emails with images, buttons, and layout blocks.

• Code Editor

  For advanced users who want full HTML control.

• Plain Text Editor

  Recommended for simple messages and higher deliverability.

Select your preferred editor and click Continue.

Step 3: Create Your Email Content

Inside the editor:

1. Edit the email title

• This is internal only and helps you identify the campaign later.

2. Add your message body

• Write the content your recipients will see.
• You can use formatting tools, links, or personalization tokens if needed.

3. Click Save when finished.

Step 4: Send or Schedule the Email

After saving, choose how the email should be delivered:

• Send Now

  Sends the email immediately.

• Schedule

  Allows you to select a specific date and time.

When scheduling:

1. Choose the send date
2. Choose the send time
3. Confirm your timezone is correct, if not edit in Business Settings

Step 5: Configure Sender Details

Complete the required sender information:

1. Sender Name

   We recommend using your name or your business name for recognition.

   Sender Email

   You can use your main operation email so the contacts recognize the email address.

   1. Note the sent via will the subdomain protecting your main operation email.

2. Subject Line

   Keep it clear, relevant, and concise to improve open rates.

Step 6: Choose Recipients

Next, select who should receive the email:

You can send to:

• All contacts
• Selected contacts
• Smart lists or saved segments
  • See how to create Smart Lists here.

Advanced options allow you to:

• Exclude certain contacts
• Apply conditions (for example, only contacts with specific tags)

Review your recipient count before continuing.

Step 7: Review Optional Settings

Before sending, you can optionally adjust:

• Tracking

  Enable open and click tracking.

• Tags

  Automatically apply tags to contacts who receive the email.

• UTM Tracking

  Useful for tracking traffic in analytics tools.

• Exclusions

  Prevent contacts from receiving duplicate or unwanted emails.

These settings are optional but helpful for reporting and follow up.

Step 8: Review and Send

1. Review all settings and content
2. Click Send or Schedule
3. Confirm your selection

Your email will be sent according to your chosen settings.

Best Practices

• Use plain text emails for higher deliverability
• Always verify your sender domain before sending
• Test with a small list before large sends
• Avoid sending to cold or unengaged contacts