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  1. Upsales Help Centre
  2. Marketing
  3. Email & Email campaigns

How to send emails to leads or customers

You can select leads or customers in the contact list and send them an email from Upsales. Each contact receives their own copy of the email.

  1. Click Sales & CRM → Companies & contacts → Contacts tab:

    send.png
     
  2. Click the Filter icon:

    filter.png
     
  3. Click Journey:

    journey.png
     
  4. Click the box next to choose the status of lead type or customer:

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  5. To select all contacts, tick the multi-select box. You can send an email to at most 100 contacts at a time. With more than 100 selected, Send email is unavailable.

    all.png
     
  6. Click Send email and you can now create an email for the chosen contacts. Contacts without a valid email address are left out, and each email address is added once.

    send.jpg

To email up to 1000 contacts, select them and click Send email campaign instead.

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