-- If you prefer a video walk through, check out this video.
There are a couple of different ways to send an email from BenchmarkONE.
1) From the Contact List View:
Segment your contacts using any of the available filters
Select the checkbox to the left of the name column and all contacts found in the search will be selected. To select a specific number of contacts, select the prompt in the green bar that appears.
Click the Send Email button
2) From a Contact Record:
Navigate to a contact record and click the Send Email button
Entering the Send Email Wizard
If you've already created your email, select My Email Templates in the left sidebar, select the correct template and hit Continue. If you still need to build your email, you can follow the steps outlined here.
When selecting a template you've already created you will be given the chance to double check the email message and any link automations you have applied. If you don't want to make any changes, simply continue through those pages.
On the last step of the wizard, you will have a chance to change the sender, add CC emails (limit 2), change reply-to, edit the email, save as a new template, send the message now, or schedule it for later.
