How can I send an email to all contacts of an Organization?
Top replies
• Organizations are gathered under 'DIRECTORY' on the left in Hub.
• You can add an organization to the Dealflow or Fundraising pipeline.
• The first thing you want to do is go to the pipeline and open up the slide-over for the organization and click on the people tab. Make sure that everybody you want to send the email to is linked over there in the people tab and that the primary contact is linked over there too.
• Now go to the pipeline.
• Select the organization.
• Click on the 'Send email' button, which you can find under the 'SEND EMAIL' column in the pipeline overview.
• Then under "To:" click on the drop down menu and select 'All People in Organization'.
• Then pick the email template or write your own email.
• As a final step click on the 'Send Email' button in the lower right corner.
Here is an Arcade Video Tutorial: https://app.arcade.software/share/BkMuiMqZauPP2l7kyQBH
1 reply
- Organizations are gathered under 'DIRECTORY' on the left in Hub.
- You can add an organization to the Dealflow or Fundraising pipeline.
- The first thing you want to do is go to the pipeline and open up the slide-over for the organization and click on the people tab. Make sure that everybody you want to send the email to is linked over there in the people tab and that the primary contact is linked over there too.
- Now go to the pipeline.
- Select the organization.
- Click on the 'Send email' button, which you can find under the 'SEND EMAIL' column in the pipeline overview.
- Then under "To:" click on the drop down menu and select 'All People in Organization'.
- Then pick the email template or write your own email.
- As a final step click on the 'Send Email' button in the lower right corner.
Here is an Arcade Video Tutorial: https://app.arcade.software/share/BkMuiMqZauPP2l7kyQBH
Apply to VC Lab Cohort 17
Get full access to Decile Base and the Decile Hub venture platform for free by joining the VC Lab program.
Apply to VC Lab Cohort 17