What's new in Eagle

7 October 2020

Send bulk communications with the send email and send SMS popup

With this release we introduce the ability to send communications to many recipients at once through the send email and send SMS popups. This new functionality is ideal for sending targeted communications to small lists of contacts. For example, sending a 'just listed' or 'just sold' communication to owners in the street of a property you just listed or sold. Sending bulk communications through the popups requires the Marketing Module add on.

You can start a bulk communication through the popup from the following areas in the software:

On the Marketing tab within a Listing
On the main Contacts screen
On Projects
On Project Stages

Sending bulk emails through the send email popup

Utilise several key features of the email popup for these communications including:

Loading an email template
Adding associations (the communication will show on each activity feed of each association)
Using merge field tags from both the contact and associated records
Adding attachments
Displaying property listings within the email
Schedule a follow up task in the same action

Sending bulk emails through the send email popup is almost exactly the same as sending many personal individual emails at once, as such there are a few key differences compared to a bulk email campaign:

There is no campaign report, however you can see opens and clicks on the contact activity feed like you would for any other email
If you use email sync to send emails through your connected email account, these emails will be sent through your own email hosting and appear in your outbox/sent folder
There is a maximum of 100 email recipients per email and we recommend using it for targeted communications only (bulk email campaigns do not have a limit)
Unless you view the contacts first on the contacts screen, you can't exclude recipients
Bulk emails sent through the send email popup are subject to contact subscriber settings just the same as a normal bulk email campaign. (Subscriber settings do not apply for normal emails sent through the send email popup)

Sending bulk SMS through the send SMS popup

Utilise several key features of the SMS popup for these communications including:

Loading an SMS template
Adding associations (the communication will show on each activity feed of each association)
Using merge field tags from both the contact and associated records
Schedule a follow up task in the same action

Sending bulk SMS through the send SMS popup is slightly different to an SMS campaign:

There is no campaign report, however you can see SMS that have been sent and delivered on the contact activity feed like you would for any other SMS
Unless you view the contacts first on the contacts screen, you can't exclude recipients
There is a maximum of 100 SMS recipients per SMS and we recommend using it for targeted communications only (bulk SMS campaigns do not have a limit)
Bulk SMS sent through the send SMS popup are subject to contact subscriber settings just the same as a normal bulk SMS campaign. (Subscriber settings do not apply for normal SMS sent through the send SMS popup)