We often get asked how you can bulk send email to customers leveraging email templates or canned messages. This is not a core capability of ProsperWorks, but through integrations it is possible to send bulk campaigns using templated content. Here are four suggestions to send email in bulk and use templates.
A. Use our integration with MailChimp
Watch our video on MailChimp integration to learn more. It will show you how to set up the integration with ProsperWorks and how you can leverage Mailchimp for one-off or drip campaigns.
Using ProsperWorks with MailChimp
Please browse the KnowledgeBase for more articles related to MailChimp
B. Use the Yet Another Mail Merge (YAMM) add-on
1. Install the ProsperWorks Google Sheets Add-on to get a spreadsheet of all your Leads (or what you want to email) in Google sheets.
2: Once you have installed it, you will have the option to pull in your ProsperWorks data.
2. Once you have completed the install, set-up YAMM.
Instructions to install: https://prosperworks.zendesk.com/hc/en-us/articles/209715373-ProsperWorks-Yet-Another-Mail-Merge-YAMM-Guide
3. It will look like this:
4. Is the add-on not giving back all your fields? Go to System Settings -> Export data. The export will include all your fields. Then you can upload it to a Google sheet and use YAMM.
C. Use bulk send with ProsperWorks
D. Used canned messages with Gmail
Please view this link for instructions:
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