How to bulk-email clients

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By PPM Team

updated over 2 years ago

Using PPM’s event list, you can quickly send out personalized emails to many clients at once!  Here’s how...

Step 1:  Go to your Events page

Step 2:  Filter your events list as you see fit. 

Step 3:  Using the checkboxes in the list, select any/all clients you’d like to include in your bulk email


As you start selecting events, you’ll notice a new button appears at the top right with a count of how many events you’ve selected.


Step 4: Click on this new button and select the “Email these clients…” option


Step 5: A window will pop up with your email options where you can type your message or select from a preset Standard Text.


Step 6:  Click “OK” to send :)




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