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Sending Mass Emails
Outlook Application
Note: The Excel file must be formatted so that the columns match the fields you are entering.
You MUST save this file as .CSV file.
- In outlook click on the “People” icon in the bottom left corner.
3. Continue through the steps until it asks you which file to import.
4. Click on Browse and select the Excel file that you are looking to upload.
4. Continue through the steps until you get to the final step.
Note: Make sure that you close the Excel file on your computer before uploading. You will not be able to upload the file while it is open.
5. Click on the option for “Map Custom Field…”
6. Verify that the information is being imported. If it is not drag the value from the left side of the from column to the field you would like it to be mapped to.
Example: Dragging a field in the From field to the correct To field.
7. After making sure all fields are added click “OK” and then “Finish”
8. The Contacts will populate in the People section of your outlook application.
9. To add the contacts to a new user group click on the “New Items” option in the top and select “Contact Group”
10. You can name this group by typing into the name field. To add members click the option for “Add Members” and then select “From Outlook Contacts”
11. Select the contacts that you would like to add to the group and then press the button that says “Members” at the bottom of the page. Once you have selected all users for this group select “OK”
Note: Please make sure your contact groups are less than 200 people. If this number is higher when sending mass emails our system will flag your account and disable it for spam until an admin unlocks it.
If you need to email more than 200 people make more than one contact group and send the emails to them 5-10 minutes apart.
12. Select the option to Save and Close.
13. To send to the contact group compose an email as you normally would and in the To field type in the name of the contact group that you created.
