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Hi everyone,

 

I have about 50+ contacts in Karbon, with most of them categorized as prospects. I’m looking to send an email blast to only my prospects and exclude those who aren’t categorized as such.

 

Additionally, I’d like to customize the email blast by including the recipient’s name in both the subject line and the email body to make it more personalized. Could someone guide me through the best way to do this in Karbon?

 

I’d really appreciate any tips or best practices for segmentation and personalization. Thanks in advance!

Hi @Jason Malabute! 😁

There are a few feature ideas around this idea, but no CRM-style email capabilities exist in Karbon. One option you have is to connect Karbon to MailChimp or something similar using Zapier and use Contact Types as a way to filter for your prospects vs. clients/vendors. Then, run your email blasts out of MailChimp.

That’s what we do at our firm.


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