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5.10 Mass Email Tool


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The Mass Email tool can be accessed anywhere you can access the Advanced Search Tool.

A wizard will take you through the steps of creating your own mass email based on any of your search results your perform within Tradepoint.

There are a few things to remember about Mass Emailing in general:

  • Most ISPs will place restrictions on anyone sending out large amounts of email unless they are licensed and bonded so use this tool to send out very small groups of email in groups of 5 messages or less over a specified period of time.
  • Your Email will be based on your search results within the Advanced Search Tool so search for the group of contacts you are looking to email first.
  • You can create the email within the wizard or have an Email prepared through Email templates ahead of time that you can then edit as necessary.
  • Attachments can be added to your mass Email and the wizard will walk you through this.


Your search results will appear within the Mass Email Wizard with the option to Keep a record of the Mailing and create a Mailing List based on these search results. You also have the option of editing your mass Email list be Selecting all or by checking or unchecking specific contacts that are listed on this screen. Click the 'Next' icon when you are finished.


The next screen will include options to include additional individuals from your search results. Clicking on any one of these will also include any contacts within any of the classifications shown below in additional to the main email address of a contact.


Which email Account you would like to Send this from(if you have more than one established).

What group size and in what time intervals you want your messages sent out.

Track Statistics including who reads the email and who downloads any resources you have attached to the email.

A check box for enabling the Mail Merge fields with the same contact information you used for this Mass Email.

The next step will be attaching any resources to the Email. A hyper link will be added to the body of the email for easy downloading.

The next and final screen for the Mass Email Tool is the body of the Email which can be composed or an Email Template can be used (as in the example of a Newsletter).

When you click the 'Next' icon here your Mass Email will be processed and sent out based on your search criteria and preferences set within the wizard.

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