Welcome to our tutorial on "Bulk Email and SMS Marketing". Today, we'll guide you through the process of sending bulk text messages and emails to your contacts.

To begin, navigate to the CRM and click on "Contacts". This will display all your contacts. If you've organized your contacts using tags, you can easily filter them by categories such as prospects or past customers. Once you've identified the contacts you want to reach out to, select them. You can either select contacts individually or choose all at once.

Now, if you're looking to send a text message, click "Send SMS". For emails, click "Send Email". Let's walk through sending a text first. After clicking "Send SMS", a dropdown will appear showing the selected recipients. After confirming, type your message. You have the option to send it immediately, schedule it for a later time, or drip-feed the message to a few contacts at intervals. Once you're ready, click "Send SMS".

For emails, the process is similar. After selecting your contacts, click "Send Email". A window will pop up where you can draft your email. Ensure you fill in the sender's name, email address, and subject. If you have pre-designed templates, you can utilize them here. Once your email is ready, you can either send it immediately, schedule it, or send it in drip mode.

If you're aiming for a more visually appealing email, click on the "Email Marketing" tab and then "Create Email". While text emails often have better delivery rates, HTML emails can be more engaging. Here, you can either design an email from scratch, use a pre-existing design, or import an HTML design. The editor allows you to drag and drop elements, add images, and customize the layout. Once your design is complete, head over to "Settings" to finalize sender details and subject. You can also save your design as a template for future use.

When you're ready to send, click "Send and Schedule". You can choose specific contacts, all contacts, or use a smart list if you've set one up. After finalizing your recipients, you'll have the option to send the email immediately, schedule it, or send it in drip mode. Before sending, always review your email to ensure everything looks perfect.

Creating templates for different scenarios, like support or prospecting, can be a game-changer. It allows you to quickly send out emails without starting from scratch each time.

And that's it! With these steps, you can effectively communicate with your contacts through bulk SMS and email marketing. Happy messaging!