How to send a newsletter

Sending a blast to your contact database is something that is very common, whether this be for a recent rate announcement, or just to check in on a client who has an active mortgage with you.

Here are the instructions showing you exactly how to reach out to your clients:

Create an Email Template: Before sending a newsletter, you can set up your email template in the "Setup" area under "Customizations and Templates."

Access the Borrowers Module: In the CRM, navigate to the "Borrowers" module, which contains your client list.

Select Recipients: Under the "Borrowers" module, you can choose to either send to all borrowers or specify criteria such as borrowers with email addresses.

Initiate Mass Email: Click on the "Actions" button located at the top right corner of the screen, and select the option for "Send Mass Email."

Select Email Template: Choose the email template you've previously created for your newsletter.

Set Sending Options: Decide whether you want to send the newsletter immediately OR schedule it for a later time. You can also set a reply-to address and configure follow-up actions if needed.

Schedule and Send: Confirm your email settings, schedule the newsletter if necessary, and then click "Send" to deliver the newsletter to your selected recipients.

This process allows you to efficiently send newsletters to your clients using the Blue Mortgage CRM. If you have further questions, don't hesitate to reach out to the support team for assistance.

Note* You cannot email accounts. The accounts are a household/fictional entity. If you want to email two people in a household, you will have to do it from the contact module.

For a higher level, step-by-step explanation of sending mass emails, please check out Zoho's explanation here: https://help.zoho.com/portal/en/kb/articles/how-do-i-send-mass-emails-to-only-those-contacts-that-are-my-customers