Sometimes it happens that you would need to send in bulk the same email to all or selected clients in Uku.
There is a way to make it happen.
Open in Settings & Apps Tasks app and navigate to the templates tab
Add a new template
- give it a nameAdd one-off task
Add email part to the task
- choose the sender and the recipient to be the needed ones
- add some kind of automation to the task, for example, 'Send an email right away when the task is finished'Save task template
Open the client list and select clients to whom you wish to send the email
Bulk assign template to the clients
- Make sure beforehand that all the clients have needed contacts
Open the dashboard search view
Look up the tasks by keyword search, by using a topic or by other way to distinguish the needed tasks
Bulk-select the tasks and mark them done
All emails have been now sent out to the clients!