Sending Emails with One Lead Owner to Multiple Lists

Editing Send Settings

You will need to edit an email's send settings to send to multiple lists.

To edit the send settings for an email, do the following: 

1. In the left toolbar, click Emails.
2. Create or edit an email.
   
   

    

3. Click    Send Settings in the left panel.
4. Enter the lead owner's name in the From Name field.
5. Enter the email that you want to send this email from in the From Email field.
6. Ensure the Send from lead owner checkbox is not checked.
7. Click Save.

Sending when Editing Emails

You can send to lists and schedule to send an email when editing emails.

To exclude lists when scheduling from an open email, do the following:

1. Click Emails in the left toolbar.
2. Hover over the email to be sent and click    Edit Email.
   
   

    

3. Ensure that send settings are accurate.
4. Click Send. 
   
   

    

5. Select when to send the email in the Scheduling section of the modal window that appears:
   • As soon as possible
   • At a designated time
6. Enter the desired list names or user tags to send the email to in the Recipients section.
7. Enter the lists or user tags to exclude sending the email in the Exclusions section.
8. Optionally, check any or all of the following checkboxes:
   • Exclude recipients who have already received this email
   • Exclude recipients with low engagement
9. Click Send.
   
   
    
10. Click Send Email in the modal window that appears.
    
    

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