- Help Center
- Search
Our Help Center is being updated. We are adding new articles and refreshing older ones every day, so check back often. Can’t find something yet? Use the Help button on the page you are working on.
36 articles for “send a mass email”
The parts of articles that match come first, so you land right on the answer.
Best matches inside articles
- What each permission does Permissions Grid What each permission does … . Leads Import Import Excel CSV files into their lead list. Leads Mass Apply Workflow Run a workflow against many leads at the same time. Leads Mass Update Run actions that change data across their wh …
- What each permission does Managing Users Roles and permissions What each permission does … . Leads Import Import Excel CSV files into their lead list. Leads Mass Apply Workflow Run a workflow against many leads at the same time. Leads Mass Update Run actions that change data across their wh …
- Email campaigns Reporting Guide Forms Campaigns Marketing Email campaigns Campaign reports count your mass email campaigns. Each campaign is dated by when it was scheduled to go out, or when it was created if it was sent straight away. Number Means Recipients Everyone the c …
- Everything in the Apply to view menu Lead List Apply to view: working with many leads at once Everything in the Apply to view menu … rder they appear at the top of the menu: Action What it does Undo Send a mass email Write an email and send it to the leads (opens the email page, as before). No Clear email bounces Let email go again …
- Email & forms Reporting Library Email & forms How your mass email campaigns and web forms perform. Report What it shows How it opens Campaign performance Delivered, opened, open rate, clicked, click rate and bounce rate for every campaign. Last 9 …
Articles
-
New Message Builder
… guide covers the whole builder. The Message Builder is where you design email messages by stacking rows and dropping content blocks into them: text, images, buttons, tables and more. You see the email as you build it, a …
Jump to: Send a test email
-
Managing Users
… olumn What it shows User Their picture or initials, their name and their email address. Click a name to open that person for editing. Role Account Owner, Administrator or User. Small tags beside the role show a reporting …
Jump to: What each permission does
-
Permissions Grid
… the grid Column What it shows Person Their picture or initials, name and email address. Tags show You, Account Owner and Disabled. Role Administrator or User. Leads Which leads a User can reach: Own leads only, View all …
Jump to: What each permission does
-
Reporting
… the library, or build your own in a few clicks, then save it, share it, email it on a schedule or export it in the format you need. Open it from the Reporting tab in the top menu, next to Settings. The Reporting guide i …
Jump to: Email a report on a schedule
- Openleads Email Permission Policy Whom you can email Openleads allows you to import lists of your contacts into your account. As long as each contact on the list has given you permission to email them, you can do so. There are two types of permission you …
-
Lead List
… ur columns, and act on one lead or thousands at once with Apply to view: send email, apply workflows, assign users and types, update fields, clean up your data, export, archive and much more, with a preview before anythi …
Jump to: Everything in the Apply to view menu
-
Reporting Guide Forms Campaigns Marketing
… k from a social network such as Facebook, Instagram, LinkedIn or TikTok. Email Medium email or newsletter. Display Medium display or banner. Social Medium social, or a visit from a social network. Organic search Medium o …
Jump to: Email campaigns
- Message Library The Message Library holds every saved email in your account. This guide shows how to find, add, preview, copy and delete messages, and how to keep them organized in categories with drag and drop.
-
Reporting Library
… ds grouped by channel: paid search, paid social, organic search, social, email, display, referral, other campaigns or direct. Form leads only. Donut chart. UTM campaigns (New) Form leads by UTM campaign and UTM source, w …
Jump to: Email & forms
-
Manage Forms
… e right, click each field you want. Start with First Name, Last Name and Email. Click a field on the form to change its label or to make it required. Click Save field. Drag fields by their handle until they are in the or …
Jump to: Primary and update forms
- Openleads Anti-spam Policy … usly. Many people today are unaware that there is a cost associated with sending unwanted or unsolicited email. For small businesses and non-profit organizations the principal costs are poor reputation and lost revenue. …
- Reporting Guide Schedule Report Emails A schedule emails a saved report automatically, every day, week or month, so people get the numbers without logging in.
-
Reporting Guide Troubleshooting
… ount, and sometimes more than one per account (an activity report counts emails, calls, texts and so on separately). If a part cannot be counted, the rest of the report still shows, and a box names the part and the reaso …
Jump to: A scheduled email did not arrive
-
Manage Messages
How to edit a message: set the From name, Reply To and subject, write the email with the editor, start from a template, personalize it with tokens, work with images, save your own templates, attach files, preview it, and switch the message to and from the Message Builder.
Jump to: Tokens: personalize every email
-
Reporting Guide Data Source
… won and lost (with their values), win rate, conversion rate, leads with email or phone, and the idle-lead numbers. Good to know: Deleted leads never count. Archived leads only count if you tick Include archived leads. W …
Jump to: Email campaigns
- Workflow Detail Everything a workflow does to a lead is set up on this page: status and pipeline, types, users, automatic emails and drip campaigns, tasks and fields. This guide covers each panel and the message editor, with pictures of every window.
- Manage Workflows Workflows apply a whole set of actions to a lead in one step: status, pipeline stage, types, users, automatic emails and tasks. This guide shows how to find, add, organize, copy and delete workflows on the Workflows page, and how to apply them to your leads.
- Forms … ss. A green message confirms it was copied, and you can paste it into an email, a text or a social post. A private form shows Private, no public link instead. Submissions How much the form has been used. The number is ho …
- Manage Styles … ndard look: a white page, the form’s own name as the heading, and a teal Send button. The Form Styles page From top to bottom, the page has three parts: the toolbar, the search box, and one card for each style. The toolb …
- Reporting Guide Idle Leads … text or visit logged on the lead A note An attachment added A one-to-one email sent to the lead A task on the lead completed A status change made by a person A workflow applied to the lead by hand These do not count, bec …
- DNS Authentication Video Learn how to authenticate your domain in OpenLeads to improve email deliverability and keep your messages out of spam folders. In this quick walkthrough, we cover how to add your domain under Domain Authentication, set up the required DNS text records (SPF, DKIM, DMARC), and use your authenticated domain across one-off emails, mass emails, and autoresponders. We'll also show you how to verify your setup and troubleshoot common DNS errors.
- Lead Detail … History — the full audit trail. Comments — your own date-stamped notes. Email — every message sent to this lead. Attachments — files stored against the lead. Audits — automatic records of what changed and when. Details …
- The Dashboard … them. Idle Leads Leads created in the last 90 days with no task, no sent email, and no logged call, text or visit. In other words, leads nobody has touched. Why Idle only looks back 90 days. A lead that went quiet three …
- Reporting Guide Breakdown Guide … lly. Acquisition Form The web form the lead came in through. Acquisition Email source For leads that came in by email, where the email came from. Acquisition Channel, UTM source, UTM medium, UTM campaign, Referring site …
- Reporting Guide Date Range, Dates By … ing it, whenever they were created. Team activity Activity date When the email, call, text, visit, note or status change happened. Tasks Due date, Date created, Date completed Due date (the default) counts tasks due in t …
- Reporting Guide Saving Reports … ain to unpin. Copy link Copies a link straight to the report. Anyone you send it to sees it only if it is shared with them. Undo unsaved changes Puts the report back the way it was last saved. Delete report Deletes the r …
- Reporting Guide Leads Behind a Number … or tasks were on. For speed to lead, the leads that arrived in that row. Email campaign numbers are counted per campaign and cannot be clicked. The lead list Column Shows Lead The lead’s name (or company or email if ther …
- The Tasks Tab … pleted Other colours — scheduled tasks, coloured by task type, so Calls, Emails, Meetings and your own custom types are each visually distinct. Tasks with no type keep the default teal. Overdue and completed colouring al …
- Reporting Guide Speed to Lead … ated in Open Leads. It stops at the first contact: the earliest outgoing email that was sent to the lead, or the earliest call, text or visit logged by a user, whichever came first. Leads with no contact yet count as not …
- Reporting Guide … ast touch: worked out from the calls, texts, visits, notes, attachments, emails, completed tasks, status changes and workflows already recorded on each lead. Pipeline snapshots, form views and form lead sources cannot be …
- Reporting Guide Sharing Reports … and the people I add below You, plus the people you name. Type a name or email and pick the person. You can pick anyone with an active role on an account you can report on. Everyone in this account Everyone with a role o …
- Reporting Guide Exporting Reports … t. Importing into other systems. PDF A tidy printable copy of the table. Emailing or filing a copy. Excel 97-2003 (.xls) The older Excel format. Old versions of Excel. OpenDocument (.ods) An OpenDocument spreadsheet. Lib …
- Reporting Guide Accounts Groups Access … person who opens it sees only what their own access allows. A scheduled email is different: it is built with the access of the person who set up the schedule, and everyone on the list receives that same report. Only add …
- Reporting Guide Team Activity … The Team activity scorecard. Names here are samples. Team activity Every email, call, text, visit, note and status change logged on a lead is one piece of activity. It is counted against the person who did it and the dat …
- Reporting Guide Reading Results … button next to Export to count everything again straight away. Scheduled emails are always counted fresh.
- Reporting Guide Numbers Explained … onversion rate Won divided by all leads, including open ones. Leads with email, Leads with phone Leads that have an email address, or a phone number. Idle leads (New) Leads nobody has touched for the number of days set u …
Still need help?
Our support team is happy to help. Call us at 800-587-2030, Monday to Friday.