Using Quick Send for Targeted Outreach in TIEIT

Overview of Quick Send

The Quick Send feature in TIEIT allows you to efficiently send personalized emails to multiple recipients at once. This feature is accessible from various listing pages, including Contacts, Deals, Transactions (Invoices and Estimates), and Form Submissions. You can compose emails, personalize them with merge tags, and send them using their connected email accounts.

Maximize the Quick Send Feature

You can filter records to target specific groups for bulk mail. This can be done using the filtering options available on each listing page. Once filtered, select the desired records and proceed with composing and sending your bulk email. This allows for precise targeting, ensuring your emails reach the right audience and increasing the effectiveness of your communication efforts.

How to Access the Quick Send Feature

You can access the Quick Send feature from the following listing pages:

• Contacts
• Deals
• Invoices
• Form Submissions - click on the form to see the form submitters

To send a quick email:

1. Navigate to the desired listing page.
2. Select the records you wish to include in the email.
3. Click on the Send Email option to start composing your email.

Composing and Personalizing Emails with Merge Tags

When composing your email, you can use merge tags to personalize each message. Merge tags will automatically populate based on the selected contact's information, ensuring each recipient receives a personalized email.

To use merge tags:

1. Write your email content.
2. Insert merge tags where appropriate. For example, use {{first_name}}  to insert the recipient's first name.

Look for the this icon to get a list of merge tag options.

Filtering Records for Quick Send

You can utilize the advanced filtering options available on the respective pages to target specific groups for quick send This can be done using the filtering options available on each listing page. Once filtered, select the desired records and proceed with composing and sending your bulk email.

By leveraging the Quick Send feature, you can filter records and quickly send personalized emails, enhancing communication efficiency and effectiveness within your TIEIT account.

Frequently Asked Questions

1. If I have multiple deals with the same primary contact, will they receive multiple emails?

Yes, if you have multiple deals with the same primary contact, each deal will result in a separate email being sent. This ensures that the details specific to each deal are communicated clearly.

2. What happens if there are multiple invoices selected with the same billing contact?

If you select multiple invoices with the same billing contact, separate emails will be sent for each invoice. Each email will contain the respective invoice details populated through the merge tags.

3. Can I use saved responses with invoice-related merge tags outside of the Invoice listing page?

No, saved responses with invoice-related merge tags will not work outside of the Invoice listing page. However, invoice-related merge tags will function properly from payment form submission pages.

4. When can I use invoice-related merge tags?

Invoice-related merge tags can be used when sending emails from the Invoice listing page. They can also be used when sending emails from payment form submission pages.