One of the most important activities in business is communication with the customers and the best way to do so is through emails. Zoho CRM provides the option of using mass email to reach a large number of customers. You can also create auto responders, schedule mass emails, monitor and create email templates that are ready to use. Below are a few benefits of mass email:
In Zoho CRM, you can send bulk emails either immediately or schedule it for a particular time. For example, if you want to send an email to few customers at 10 AM PST, but you will be busy in a meeting at that time; you can easily schedule the email for that particular time. For a given scheduled time you can schedule 10 mass email processes per module. There are three options from where you can choose the email recipients:
I) Send mass email from module list view
II) Send mass email from custom view
III) Send mass email based on criteria
You can set trigger actions like field update, follow-up task or call scheduling when the emails are either opened, clicked or bounced.
For example, you can set a follow-up task like send product details once the contact has opened or clicked the email. Similarly, you can set a field update if the email has bounced.
Below are few email criterias for which you can set trigger actions:
To set a trigger action
While sending mass emails to the recipients you can also schedule follow-up emails that can be sent after a defined period of time. Say you send welcome email to the customers on Day 1, you can add a follow-up email for the customers who have either received or opened the welcome email. You can either select the date on which the follow-up email should be sent or specify the number of days after which the follow-up email must be sent to the customers.
Additionally, you can specify the list of customers who should not receive the follow-up email. For example, you can set a criteria for not sending the follow-up email to the customers who have already purchased a product. You can also add a trigger action in the follow-up email.
To add follow-up email
From the Mass Email summary page, you can view the list of emails that are scheduled, sent and stopped. The emails that are stopped or scheduled will be displayed in the respective folders, you can choose to edit the same. You can perform the following actions in the emails:
You can view the email statistics of a sent email from the Email Summary page. The statistics will display the number of emails that were sent, opened, clicked, bounced, delivered, unopened and not clicked. In addition, you can view the list of recipients by clicking on each of the categories.
To view email statistics
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