4 min read

Feature

Who can use this feature:

monday CRM members only

Available on Pro and Enterprise plans

Get ready to supercharge your client communication with our latest feature update! You can now send mass emails with the Emails & Activities app. This update is designed to simplify your communication by enabling you to send out messages to multiple recipients simultaneously.

Some great ways to use this feature:

• email marketing campaigns
• send introductions and materials to multiple leads
• follow-up with multiple clients at the same time

How it works

Here are the most important details:

• This is a feature update for the Emails & Activities app.
• You can use this feature on any board with an email column in monday CRM.
• You can send one mass email that results in multiple individual threads of conversation, one for each recipient. The email will not indicate that there were multiple recipients.
• You can send a mass email from any email address that has been added in your Emails & Activities settings. To learn how to connect an email address, check out the "Emails & Activities on monday.com" article. 

Note: If you have more than one email column on your board, only the first email column will be pulled in as the recipient in your email.

How to use the feature

1. On any board with an email column in your monday CRM, use the leftmost column to check the box for each contact you want to add as a recipient.

2. At the bottom of your window, you will see a bar with several options. Select "Mass email":

Note: If you have multiple email columns on your board, the feature will pull in the email addresses from the first email column on your board.

3. Check that the email address in the upper right-hand corner is the email address that you wish to send your mass email from. If the email address isn't correct, use the dropdown arrow to switch it.

4. Compose your email or use a template.

When composing your email, you have the option to use dynamic fields. This means that you can pull in text from any column on your board. For each email you send, the text will be pulled into the email from the relevant column. It's a great option when it comes to personalizing a mass email. 

To add dynamic fields, open the "{}Columns" menu in your email and select the column that you want to autopopulate data from in your email:

You can also add dynamic fields to your email subject line, by clicking on the "{}" symbol to the right of the subject line:

5. When your email is ready, it's time to send it off into the world. Hit "Send"!

Send a test email

You have the option to test an email before sending. This is a great option if you're using dynamic fields in your emails, like the ones highlighted in the following image:

To send a test email, click the downward arrow to the right of the "Send" button. This will open a menu. Select "Send test email" from the menu:

You can choose the email address to send the test email to. By default, the email address that you're sending the mass email from will be listed. However, you can type in any email address:

To check the email and see what it will look like once sent, check the inbox for the email you listed. The email will appear as though it's addressed to the first user in your mass email list.

You can go back and to monday CRM and edit or send the email when you're ready.

Send!

Once your email is sent, you will receive a notification confirming that the emails were sent to your recipients successfully!

If there was an issue, you will also receive a notification that your email failed. In that case, you may have hit your email host's limit for the day. You can learn more about Gmail's limitations in our Gmail Integration Limitations article.

Email tracking

You can track the progress of your campaigns using the Mass email tracking feature. To learn more about how this works, check out the "Mass email tracking" article.

Schedule emails

After composing your mass email, you can choose to schedule the email to be sent later. To do so, click on the dropdown arrow to the right on the "Send" button. Select "Schedule email" to set it up:

On the following pop-up, you can choose the day and time for your scheduled email. Click "Schedule email" to finish set up:

Once the email has been scheduled, you'll see a pop-up notification confirming. Click "See scheduled email" to be taken to the Mass email tracking page:

HTML email layout

You can use HTML to format the layout of your emails. To apply HTML to your email, follow these steps:

1. Open the email composer and locate the "HTML email layout" button:

2. Write or paste your HTML into the text field. Then, preview your layout on the right side of the editor. You can preview how the email will appear for your recipients on desktop and mobile:

3. Click "Save" to apply the HTML to your email. Click "Send" and we'll let you know when your email blast has made its way into the world!

Additional capabilities

Privacy 

You can use this feature with a shared email. The app's privacy standards apply.

Templates

Templates can be used when sending a mass email. Templates created for mass emails are not available to use in Emails & Activities. Likewise, templates created in Emails & Activities are not accessible when composing a mass email.

Once you share an email template, all monday CRM Admins will have the ability to access and edit your shared template.

Limitations

The following are the current limitations of this feature:

• You can send a maximum of 500 emails at a time
• You can send a maximum of 2,000 emails per day
• Your email host (i.e. Gmail or Outlook) may have additional limitations