Bulk emails work like email blasts. When you send a bulk email:
Your email will be sent to all participants within the projects you select
The emails will appear to each recipient as if they've been sent individually
No one will see the email addresses of the other recipients
If you prefer to search through your contact list (not project list) to send an email blast, consider sending a batch email instead.
Send a bulk email
From the navigation menu, select Projects
Make sure that you're in the pipeline view of just your projects—not a team member's, or "View all"
Make sure your current pipeline view is of the most use to this particular email send
For example, you may only want to update projects in the Follow Up stage
Once in your selected list of projects, hover over a project and check the box that appears to the left of the project name
This will make your bulk action options visible
Check the boxes of the additional projects you want to send the bulk email to
Or, just check the box at the top of the column to select all projects in the list you're viewing
Click the Send email icon
Select the email template you'd like to send, or create an email from scratch
Click Send when you're ready
Your bulk email will send, and you'll be able to see these emails in the activity feed of the projects you selected. You'll also be able to track if and when the project participants opened the email.
Feature limitations
The bulk email action is available only to users that have their email integrated with HoneyBook
Bulk emails are for one-time emails, not setting up a drip campaign or recurring emails
Bulk email recipients are determined based on which projects you select in the pipeline (i.e., every participant in project A, if selected, will receive the email)
You cannot search for individual recipients to add, and cannot add recipients who are not currently associated with a project
You can select up to 100 projects per bulk email
You can send up to 10 bulk emails per 24-hour period, so long as the total amount of recipients doesn't cross this limit:
If you have more than 50 projects: 600 recipients
If you have fewer than 50 projects: 200 recipients
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!