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3.2. Creating a new bulk contact
Adding Contacts to Bulk Contact
Contacts can be added to the bulk contact tool by searching in the "To" field, pasting ContactGUIDS and loading saved reports.
The bulk contact requires the entry of the following fields:
To : Which contacts the bulk contact is to be sent to.
BCC : If you wish to BCC an internal staff member at your organisation to receive a copy of the emails sent through bulk contact.
Service(s) : What service (if any) the bulk contact relates to. Please note you can add new services by clicking the cog icon.
Outcome : What outcome the bulk contact relates to. Please note you can add new outcomes by clicking the cog icon.
Template : You can choose an existing template within the CRM to be used for the email body of the bulk contact.
Subject : The subject of the bulk contact.
Reply To : The email you want recipients of the email to ReplyTo. If left blank we will set the ReplyTo as the Email of the Sender.
Attachments : You can attach documents to the bulk contact as long as the document has been uploaded to Rubi in the Library.
Event : You can link the bulk contact to an event if the interaction relates to one.
Add Contacts Using "To" Field
Contacts can be added to the bulk contact tool by searching for the contact’s name within the "To" field.
Add Contacts Using Paste GUIDS
Contacts can be added to the bulk contact tool by pasting the ContactGUID for each contact within the "PASTE GUIDS" section.
ContactGUIDS can be obtained as an output column as part of a report. For more information about reports, please visit the related article.
To add contacts by pasting ContactGUIDS, select the "PASTE GUIDS" option in the top left-hand corner.
Once selected, paste the ContactGUIDS into the pop-out window and then select "APPLY".
Please ensure each ContactGUID is on a new line.
Add Contacts Using Saved Reports
Contacts within saved reports can be added to the bulk contact tool by using the Saved Report function.
Please note, that all saved reports must contain ContactGUID as an output column. To add contacts using a saved report, select the "SAVED REPORT" option, as shown below.
Once selected, locate the report you wish to use and select the name.