Set up your sending domain (once)
Account admins: Settings, Email.
- Under Sending domain, add your domain (like acmemortgage.com).
- Put the three CNAME records in your domain's DNS, or press Set up automatically if your DNS host offers it.
- Press Check now until it says verified.
- Fill in your Mailing address. The law asks for it at the foot of every bulk email.
People whose email is at your domain send from their own address; everyone else from your sending address, with replies to them.
Send one
- On the lead list, tick leads (or the whole list) and press Email in the bar.
- Write the subject and message. Use merge fields like
{first_name},{loan_amount}or{first_name|there}(with words for a lead who has none). Ask Vaulty to write it writes it for you. - Preview it, and send a test to yourself.
- Set the pace under Sending: so many a day, between set hours in each lead's time zone, weekdays only.
- Add to email queue, then Send now or Send later. LeadVault asks once more, with how many leads and about when the last ones go.
People who run your marketing can also start one on Marketing, Bulk email with Email a group (by lead type, stage and when they came in).
Who's left out
Leads without an email, who unsubscribed, bounced, marked you as spam, are on the do-not-contact list, or never agreed to get email. Leads emailed in the last 7 days are left out unless you tick Send anyway. The draft counts each.
Old leads update themselves
Put {quote_link} in an email: it opens your quote form with what you know about the lead filled in. When they send it, their lead is updated (not a new one) and comes back to life in your pipeline.
After it goes
Each email's page shows sent, delivered, opened, clicked, unsubscribed, bounced and marked as spam. Keep spam complaints under 0.1% and bounces under 2%: a campaign that goes over stops by itself.
A company new to bulk email starts slowly: up to 500 emails a day the first week and 2,000 the second, so inboxes learn to trust your domain.
Didn't answer it? Ask us.