How to send emails in bulk
TL;DR: Create a task template with an automated email, bulk-assign it to selected clients, then mark all resulting tasks as done to trigger the emails instantly.
Who can do this
Users with access to Settings & Apps and the Tasks app
Users with permission to manage task templates and client lists
Create a task template with an email
Open Settings & Apps, select the Tasks app, and navigate to the Templates tab.
Select Add new template and give it a descriptive name.
Add a one-off task to the template.
Select Add email part within the task. Set the Sender and Recipient fields, and add an automation rule such as "Send an email right away when the task is finished."
Select Save task template.
Assign the template to clients
Open the Client list.
Select the clients to whom you want to send the email.
Select Bulk assign template and choose the template you just created.
Important: Verify beforehand that all selected clients have the required contact information (email addresses) assigned.
Send the emails
Open the Dashboard search view.
Look up the newly created tasks by keyword search, topic filter, or another method to identify them.
Bulk-select the tasks and mark them as Done.
All emails are now sent to the selected clients.
Troubleshooting
Q: Some clients did not receive the email.
A: Confirm that those clients have a valid email address assigned to the correct contact role selected in the template.
Q: I cannot find the tasks on the dashboard after assigning the template.
A: Use the keyword from the template name or filter by the topic assigned to the template tasks. Ensure you are viewing the correct date range.
Q: The automation did not trigger when I marked tasks as done.
A: Open one of the tasks and verify the automation rule is set to "Send an email right away when the task is finished." Re-save the template if the rule is missing.
Q: I want to preview the email before sending it to all clients.
A: Assign the template to a single test client first, open the task, review the email content, and mark it done. Once confirmed, proceed with bulk assignment to the remaining clients.