Workflow

Email Marketing & Newsletter — Recipient directory and selection

Use the code-backed active-contact and lead directory, individual/group selection, search controls, valid-email filtering and cross-source deduplication.

10 connected guidesLive filterPermission-aware instructions

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10 guides

Guide

Load active client contacts

Load active client contactsPopulate the recipient selector with active CRM contacts that have valid, non-empty email addresses.Admin Area → Letter Manager → Email Marketing / Newsletter → Recipient Source: Clients / Contacts

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Load leads as newsletter recipients

Load leads as newsletter recipientsPopulate the selector with CRM leads that have valid email addresses.Admin Area → Letter Manager → Email Marketing / Newsletter → Recipient Source: Leads

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Select individual contacts for a newsletter

Select individual contacts for a newsletterChoose specific active customer contacts instead of sending to an entire group.Admin Area → Letter Manager → Email Marketing / Newsletter → Clients / Contacts → Individual

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Select individual leads for a newsletter

Select individual leads for a newsletterChoose specific leads with valid email addresses.Admin Area → Letter Manager → Email Marketing / Newsletter → Leads → Individual

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Select client groups for a newsletter

Select client groups for a newsletterExpand one or more CRM customer groups into their eligible active contacts.Admin Area → Letter Manager → Email Marketing / Newsletter → Clients / Contacts → Group

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Select lead-status groups for a newsletter

Select lead-status groups for a newsletterExpand one or more lead statuses into eligible lead email recipients.Admin Area → Letter Manager → Email Marketing / Newsletter → Leads → Group

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Use recipient live search

Use recipient live searchFilter the visible recipient list before making individual or group selections.Admin Area → Letter Manager → Email Marketing / Newsletter → Recipient selector

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Select all visible or clear recipients

Select all visible or clear recipientsUse the bulk selector controls without unintentionally selecting hidden filtered entries.Admin Area → Letter Manager → Email Marketing / Newsletter → Recipient selector

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Understand valid-email filtering

Understand valid-email filteringKnow why a contact or lead with a missing or malformed address is not offered as a recipient.Admin Area → Letter Manager → Email Marketing / Newsletter → Recipient selector

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Understand recipient deduplication

Understand recipient deduplicationPrevent duplicate delivery where the same email address is represented by more than one selected CRM record.Admin Area → Letter Manager → Email Marketing / Newsletter → Review selection

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