Aptly’s Bulk Email feature allows you to send bulk emails to any group of your contacts. Using a communication template, you have the ability to run Email Campaigns from your Inbox in Aptly. Aptly also provides analytics for Email Campaigns so that you can track open and click rates among other useful and important data.


How to Enable Bulk Email (Admin only)

As an Admin, you have the ability to enable Bulk Email for users on your account.

  1. Click your avatar > Settings.
  2. Click Company Info & Team under Company Settings.
  3. Under Roles & Permissions, choose the role that you would like to enable bulk emails on and click the pencil icon.
  4. Select Email - Allow sending of bulk messages.
  5. Click Save.

<aside> 👉 Use Contact Filters for specific email campaigns.

</aside>


How to Send Bulk Emails from a Board

When sending bulk emails from a board, the view you’re using matters.

In Kanban view, selecting all cards in a stage will only select the cards that are currently rendered on the screen. Before continuing, check the selected cards and the recipient list rather than assuming every card in the stage is included.

If your goal is to send an email to every card within a stage, we recommend sending from Table view instead. Check the selection and recipient list in Table view before sending; do not rely on the view alone to confirm the audience.

For best results, apply a filter to the board first, then send the bulk email from that filtered view. Then review the resulting recipient list and count before continuing.

Alternatively, bulk emails can also be sent directly from Contacts, which is covered later in this article.

  1. Choose a Board.
  2. Find the stage and click on the More menu (3 vertical dots). Click on Select All or click on the checkbox in the bottom left corner of each card you want to include.
  3. Click on the Bulk SMS or Bulk Email icon.