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How to Email Multiple Contacts in ACT via Outlook

by | Jul 31, 2023 | Act CRM Software Fundamentals

Introduction

As a user of ACT, managing communication with multiple contacts efficiently is crucial for maintaining effective relationships. In this tutorial, we will explore a quick and easy way to send emails to multiple contacts at once using Microsoft Outlook within ACT. Whether you are reaching out to a select group of clients or connecting with your entire contact list, this method will streamline your email communication process.

Heading 1: Introduction to ACT Version 16

Before we delve into the email sending process, let’s take a moment to introduce ACT Version 16. As of September 2013, ACT Version 16 is the newest release, offering an array of features to facilitate contact management and communication. Although the interface may resemble previous versions, it provides a powerful platform for effective database organization.

Heading 2: The Dilemma of Sending Emails to Multiple Contacts

In ACT, sending individual emails to multiple contacts can be a cumbersome process. While creating a group might be an option, it may not always be the most practical solution. So, how can we send emails to a selected group of contacts quickly and easily?

Heading 3: The Quick and Easy Solution

To send emails to multiple contacts in one go, follow these simple steps:

List: Sending Emails to Multiple Contacts in ACT

  1. Switch to List View: Start by switching to List View in ACT. This view allows you to see all your contacts in a list format.

  2. Select Multiple Contacts: Click on the first contact in the list, then hold the Shift key and click on the last contact you want to include. This action will select all contacts between the first and last ones.

  3. Click on Email: With the desired contacts selected, click on the “Email” option at the top of the window.

  4. Compose Your Email: Microsoft Outlook will open a new email window with all selected contacts’ names and email addresses in the “To” field. Now, compose your email message as usual.

  5. Use Blind Carbon Copy (Bcc): To maintain privacy and prevent recipients from seeing each other’s email addresses, cut the names and addresses from the “To” field and paste them into the “Bcc” field using the keyboard shortcuts Ctrl + A (to select all) and Ctrl + X (to cut) followed by Ctrl + V (to paste).

  6. Add Subject and Message: Fill in the subject and compose your email message.

  7. Send: Hit the “Send” button to send the email to all selected contacts.

Conclusion

Sending emails to multiple contacts in ACT can be a breeze with this quick and easy method. By using List View and taking advantage of the Blind Carbon Copy (Bcc) feature in Microsoft Outlook, you can efficiently communicate with groups of contacts without compromising privacy. This time-saving approach ensures that your emails reach the right recipients while streamlining your communication process.

Thank you for reading, and have a great day!