Email Blast sends a bulk email to a targeted group of your CRM contacts using a six-step campaign builder. It is available on Pro+ and Dealmaker plans.
Before you start
Two prerequisites must be met or the builder will not load:
- Add and verify a company email address. Open the Email Blast page; if no company email is set, you will see a prompt to add one, then a prompt to verify it. The builder appears only after
company_emailis verified. - Only contacts with a valid email are eligible. Contacts missing or with malformed email addresses are automatically excluded from the recipient count and the send.
If your list lives in a spreadsheet, import it first — see import contacts from CSV and map columns.
Open the campaign builder
- In the left sidebar, expand Wholesale Toolbox and click Email Blast.
- On the My Campaigns tab you will see past campaigns. Click the Create Campaign tab to launch the builder.
Work through the six steps
The builder header shows your progress: Basics → Recipients → Property → Content → Tracking → Review.
| Step | What you set |
|---|---|
| Basics | Campaign name, subject line, and mode |
| Recipients | Who receives the email |
| Property | Deal details (deal blast mode only) |
| Content | Header text and the email body |
| Tracking | Open/click tracking and UTM tags |
| Review | Confirm, schedule, and send |
1. Basics
Enter a campaign name and subject, then choose a mode:
- Deal blast — builds the email around a property you pick in the Property step. No extra setup needed.
- Custom HTML — your own HTML email. This mode requires a verified send-from identity and is locked until you add one; click the prompt to manage sender identities.
2. Recipients
Pick one of three options:
- All Contacts — every contact with a valid email.
- Filtered Contacts — click Add filters to narrow by tag, lead status, temperature, source, dates, engagement, custom fields, and more (the same filter set as the CRM). The live count shows "Filtered contacts (with valid email)".
- Selected Contacts — a hand-picked set.
To build reusable audiences, see use tags, saved views, filters, and lists.
3–5. Property, Content, Tracking
For deal blast, choose the property in Property (skipped for Custom HTML). In Content, write your header and body. In Tracking, toggle open/click tracking and add UTM parameters if you want analytics attribution.
6. Review & Send
Confirm the recipient total and details. Under Schedule, either send immediately or set a date and time. Click Send Campaign (immediate) or Schedule Campaign (queued for later).
After sending
- Use Save Draft at any step to finish later; resume it from the My Campaigns tab.
- Sent and scheduled campaigns appear under My Campaigns with per-campaign stats.
For text outreach to the same lists, see run an SMS blast campaign.