Mass Email sending

With MiniCRM, you can send personalized mass emails to a filtered group of recipients at once. This feature is ideal for newsletters, promotions, or targeted announcements. Each email is sent individually to the recipient (not as CC/BCC), so personal data is not visible to others.

Main Steps for Sending a One-Time Mass Email

To send a mass email, follow these basic steps:

Step 1 – Create a Filter

Before sending a message, you need to define your target group using filters. You can filter contacts or cards by status, tags, fields, or other conditions (e.g., status = Client, newsletter checkbox is checked, etc.).

Step 2 – Create or Choose an Email Template

Prepare an email template in advance that includes the subject, message body, and personal placeholders (e.g., `` for the recipient’s name).

Step 3 – Send the Mass Email

From the filtered view:

  • Click “More actions” (További műveletek)
  • Choose “Send email from template” (E-mail küldés sablonból)
  • Select the prepared email template
  • Review the recipients and content
  • Send or schedule the email

Personalization

Each recipient receives their own email personalized with placeholders called variables. For example:

“Hi John” → “{{Client.FirstName}}” will appear as “Hi John” if John is saved as the client’s name.

This improves engagement and keeps your message relevant.

Important Notes

  • Only recipients whose email address is correctly stored will receive the message.
  • You may not send emails to contacts that have unsubscribed.
  • Emails will be sent from your assigned MiniCRM sending address (or configured custom domain).
  • Use filters correctly to avoid sending unintended messages (e.g., always filter for Newsletter = Yes if required by your data policy).

Results and Tracking

After sending, you can:

  • View the delivery status of each email (sent, bounced, opened)
  • Access statistics via the Sent Emails list
  • Track open and click rates to evaluate campaign success

Summary

One-time mass email sending in MiniCRM is a powerful tool for targeted communication. By combining filters, email templates, and personalization, you can send relevant messages to specific groups—effectively and professionally—while still maintaining personal touch and compliance.