The bulk email feature allows you to send an email to multiple prospect contacts or referrer contacts at the same time, such as a marketing email or invitation to an event.
In this example, we will create a bulk email to reach out to certain prospects based off an interest identified in life story.
Ex: Your prospect mentioned in their phone call to you that they enjoy gardening and often attend farmer's markets to buy local produce for their meals. Your community has a variety of gardens, as well as a greenhouse where residents can participate in a program to plant vegetables that are used in breakfast, lunch, and dinner meals. You have several other potential prospects that also enjoy the outdoors that you think would enjoy a brochure about the grounds and the produce program.
Let's follow the steps below to execute a bulk email based off of a filter:
1. After clicking into the prospect tab, select "More" on the right hand side of the page to select filters.
2. For this filter, we will go to the text box labeled "Trait," which allows you to select anything from interests such as gardening or wine tastings to affordability, Alzheimer's/Dementia, medication management, incontinence, or any other trait that is significant to your client's life.
Note that traits are added and managed by your leadership.
3. Select the trait and then click "Search."
4. Once you have your filtered list, you will follow the same steps to send a bulk email, which can be found following this link!