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Benefits of bulk emails: Less admin, more impact

26th Jun 2023
Brought to you by
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Award winning CRM & practice management software

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Who has time to spend writing up individual emails? The more time your team spend on admin, the less time they have to focus on providing excellent customer service to your clients. You need to communicate with clients in a quick and easy format – in a way that supports your team, rather than hindering them. You might’ve heard about bulk emails but haven't found the space or time to try them out. Well, here’s how they can make life easier. 

Why should I send a bulk email? 

There a number of scenarios where sending bulk emails are incredibly useful and can help you team whirl through their workload. Here, we’ve listed the top five. 

  1. To advise clients on government support 
  2. To update them on the latest legislative changes, regulations, and relevant news 
  3. To provide answers to frequently asked questions  
  4. To reassure them and show your support
  5. To send a monthly update 

With Bright’s practice management solution, AccountancyManager, you can send tailored emails to specific groups and customise them based on various factors (i.e. industry or size). In just a few clicks you can have all clients up to date with tailored content, just for them. This lets you send relevant and targeted information at a time, to the right audience, cutting out a mammoth load of admin. You can also attach documents to these bulk emails too. 

How to send bulk emails in AccountancyManager? 

Go to Client List > Email All > Show Filtered Email List. This lets you see who will receive the email. You can sort the Client Email  column alphabetically and identify/remove any duplicate contacts. 

Try out AccountancyManager for free  

Here at Bright, we create software for tax, compliance, practice management and payroll. We’re on a mission to make a happy and efficient working life a reality for accountants through reliable software and amazing support. To see our practice management software in more detail, just book a quick demo below.  

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eleanor vaughey 

 

Written by Eleanor Vaughey | Bright

 

 

 

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