Steps to send Bulk Email
Step 1: Log in to your Navatar account.
Step 2: Create a Contacts report or you can use the existing report to whom you want to send out emails. Ensure that the report includes Contact ID and Email ID.
Step 3: Click on "Create" from the quick action menu at the bottom and then on "Bulk Email”.
Step 4: Now, select the relevant report under Folders section and choose the recipients you want to send out the emails and click "Next”.
Step 5: Now, select the template for your mass email and click Next.
Note: Follow the instructions provided after (Step 6), if you want to create a new Email template.
Step 6: Customize Message as per your requirement and click on "Send".
Review and select checkboxes based on your needs:
BCC me on one message
Use my signature
Store an activity for each message
Steps to create a new template
Step 1: From the App Launcher on the top left corner, click on Email Templates.
Step 2: Click New Email Template button on top right corner.
Step 3: Enter a required template name, and optionally add a description, related entity type, and select a folder. In the Message Content section, add your subject line and compose your email using the HTML editor with various formatting options. Click "Save" once done.