Sending an Email to Multiple Recipients/Creating a Group/Mailing List

There are two ways to send an email to multiple recipients within UpMail. The first is to add multiple recipients in the 'To' column by separating the email addresses with a comma.

The second recommended method, is to create a group/mailing list. This approach allows you to utilize Standard Recipient merge fields for personalization and save the group within UpMail for future use.

> Click here to learn more about merge fields

To create a group/mailing list:

1. Select the 'Groups' tab in the email composer and select 'Paste from file'. If you have previously created a group, you can select the group from the drop-down menu.

 

2. Enter the name of the group and copy and paste the specified fields from an excel document. Fields that can be included are Email (required), Title, First Name, Last Name, Company, Job Title.

Please note that you do not need to include the actual field name/column header when you copy and paste the data into UpMail (ex. First Name, Last Name, Email, etc)

3. Select 'Create mailing list'. 

4. Assign a field type for each column by using the drop-down menu, then select 'Create mailing list'.

5. You will then see the Group Name in the Group field and you can send the email.

As part of the UpMail for Business Development Package you will be able to send to up to 200 recipients. 

As part of the UpMail for Closing Deals Package, you will be able to send up to 20 recipients.

> Click here or watch the below video to learn more about using merge fields to send personalized emails to a group of recipients/mailing list