Tweet
I've searched a little and could not find it, but is there a "Group Email" feature in EspoCRM? We have 11 CRM users. We would like to create a "Group" or send out emails to all users. This is something like a Distribution List. Is this feature available or an easy way to do this. Right now, I have to select the 10 users individually and send the email. Thank you.
-
-
It seems that you are looking for an implementation of Group Email Account or/and Mass Email functionality:
About Group Email Account:
About Mass Email:
https://docs.espocrm.com/user-guide/mass-email/
About Target List which is used for Mass Email:
Last edited by victor; 07-29-2024, 10:04 PM. -
Thanks for the tip. Here is a more detailed explanation.
1. We have 8 CRM users.
2. We have created an email template (it has dynamic fields)
3. I (admin) want to send an email to the 8 users using the template.
Can I create a "group" in Espo for this?
Now, I have to select the 8 users individually to send the email.Comment
-
Method 1: it is worth creating a Target List, which will include the necessary users, and then send it using Mass Email: https://docs.espocrm.com/user-guide/mass-email/Can I create a "group" in Espo for this?
Method 2: create a workflow (for example, Manual Trigger type) in the Actions of which select Send Email, where you can specify the required users and Email Template (screenshot 1).
Other options are also possible (perhaps someone else will tell you). I have suggested the two easiest in your situation.
Attached FilesComment
-
Comment