Bulk Actions – Email

Overview

The Bulk Actions feature in PXME allows you to send a one-off email to a group of contacts at once. This is ideal for quick announcements, reminders, or updates without needing to create a full workflow or campaign. You can customize your message, schedule delivery, or use drip mode to send in batches.

Step 1: Choose Your Contacts

• Navigate to Contacts.

• Check the box next to the contacts you’d like to email.

• To select all contacts on a page, check the box at the top.

• To select all contacts in your account, click the hyperlink that appears after selecting page contacts.

Step 2: Create and Send Your Email

• Click the Send Email (envelope) icon.

• In the pop-up window:

  • Write your email message or choose a saved template from the dropdown.

  • Use formatting options to add trigger links, merge fields/custom values, change font styles, or attach a file.

Delivery Options

• Send All at Once – immediately sends to all selected contacts.

• Send at Scheduled Time – send at a specific date and time.

• Drip Mode – send in batches over a set interval.

Note on Drip Mode

“Repeat after” functions as “run every.” For example, if you select 100 contacts every 5 hours, the system will continue processing in batches until all contacts have received the email. (780 contacts = 7 batches of 100 and 1 batch of 80.)

Bulk Action Campaigns in Email Marketing

Any campaign you send using Bulk Actions will also appear in Email Marketing > Bulk Action Campaigns, giving you a centralized view of stats, reporting, and tracking.

• Navigate to Email Marketing > Bulk Action Campaigns.

• Click the three-dot menu next to a campaign to view detailed stats and insights.

Use Cases

1. Announcing a New Product or Service

   • Scenario: You’re launching a new product and want to notify your customers.

   • Action: Use Bulk Actions to send a one-off announcement email to your contact list.

   • Outcome: All selected contacts receive the update at once, ensuring wide and timely communication.

2. Sending an Event Invitation

   • Scenario: You’re hosting an event and need to invite a large group of contacts.

   • Action: Select contacts, choose an event invite template, and schedule the send at the optimal time.

   • Outcome: Efficient invitations go out to all relevant contacts, boosting attendance.

FAQs – Bulk Email

Q1: How do I select multiple contacts for a bulk email?
A: Check the box next to each contact, select all on the page, or use the “select all” hyperlink to include your entire contact list.

Q2: Can I use an email template?
A: Yes. You can create a new message or select a saved template from the dropdown menu.

Q3: What is drip mode?
A: Drip mode sends in batches (e.g., 100 every 5 hours) until all selected contacts receive the message.

Q4: Can I schedule a bulk email for later?
A: Yes. Choose “Send at Scheduled Time” to pick a date and time in the future.

Q5: Can I attach files to bulk emails?
A: Yes. Attachments can be added through the formatting options in the email pop-up.