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Contact Search - How to Search for and Send a Group Email to Contacts from Contact Search

To navigate to your contacts click on the Contacts tab in your left menu button.  Here it is highlighted in magenta: Sending an Email to ...

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Written by Brad Roby

To navigate to your contacts click on the Contacts tab in your left menu button. Here it is highlighted in magenta:

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Sending an Email to one Contact from the Search

If you are looking for a specific Contact you can search for them using the search bar. You are able to search by First Name, Surname, street address or post code.

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Type in your criteria and click on the magnifying glass to search.

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Quickly reset your search by clicking on the return half circle:

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You are able to put a check mark to the right of their name and choose Send E-mail

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Sending an E-mail to a Group of Contacts

Quick Search and Advanced Search are used when you are looking to find contacts that meet certain criteria or information. For example, you may want to see everyone with a 3 bedroom home and wants to list their home in the next 6 months.

Briefly, the difference between the two is that with Quick Search, you do not have to create an Audience to send out an SMS or Email and with Advanced Search you must create an Audience from the results to complete any tasks. Click here to find out more about Audiences

Read further to find out more about Quick Search. Click here to find out more about Advanced Search

To complete a Quick Search, click on 'Quick Search' to the right of the magnifying glass.

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Quick Search allows you to quickly change the list of contacts based on this criteria:

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You are able to Sort the results of your search:

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Send an Email to the Contacts in Your Results

After you have completed the search, you are able to send an SMS or Email to the group or to individuals within that group.

1. Select all by putting a check mark in the box to the left of 'All' or Select individuals within the group by putting a check mark in the box to the left of their name.

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2. Click Send Email and complete the form before clicking send

You can choose which sender you would like to send from. Find out about setting up Senders here.

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You can schedule a future date to send the Email by clicking on the clock next to 'Send'. This will then show when the Email is scheduled to be sent. You are able to edit that date as necessary by clicking Edit or you can remove the future date and send the Email immediately by clicking on the 'X' to the right of edit.

Once you are ready, click send.

We will show you the E-mails that were successfully sent and the E-mails that were not able to be sent:

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