How to send emails to multiple people from the people list

Summary

This article shows how to send bulk emails in TrackMaster, using a pre-filtered list of recipients from the Contacts list.

Steps

1. Start by exporting your filtered people list into a CSV file. To learn how to filter specific people in the list, see this article.
   • IMPORTANT: After the file is exported, open it and double-check to see that the correct people were exported. Otherwise emails could be sent to unintended recipients.
      
2. Go to the 'Send Email to Multiple People' Automation from Trackmaster 
    
3. Click on the 'Run' button to run the automation
    
4. Fill out the Subject & Body of the email, and import the csv file you exported in step #1.
   • Note: The Body field allows HTML as input. So if you need formatting for you text, as in bold text, italicized text, lists, clickable links, you need to input HTML.
   • Note: The Body field does not treat newlines as newlines in the actual email. For e.g, if you simply type some text and press enter to keep it in a new line, this won't translate to the actual sent email. To do this, you need HTML (specifically, breaklines: <br>)