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Bulk emailing direct from contacts, customers & suppliers

Zigaflow allows you to send small quantities of emails to your contacts and customers using your email. To send large quantities of email (i.e. 200+) use the MailChimp integration

This process will allow you to send emails to hundreds of contacts from your email address. Once you have 200+ contacts, you should use our MailChimp integration so that spam filters do not see your email as a bulk message.

These instructions cover sending emails from the contacts screen. Emails can sent from the companies' screen and suppliers but the email used is the main one for the company and not a contact email.

Select the contacts to email

1. Click "CRM"

Zigaflow Dashboard with the CRM menu in the top navigation bar highlighted, above the Recently Created Quotations panel

2. Click "Contacts"

Zigaflow Dashboard with the CRM menu open, highlighting the Contacts option above Customers, Suppliers and Supplier Contacts

3. Click here.

Bulk Action dropdown arrow highlighted on a list page, open menu showing Update Tags, Send Email, Merge, Create Lead, Delete

4. Click "Send Email"

Bulk Action dropdown open on a contacts list, with the Send Email option highlighted below Tags and above Merge

5. Select the contacts to email

Contacts list with filter panel on left; an orange circle highlights a row checkbox for selecting contacts to email

6. Click "Send Email"

Contact list with the green Send Email button highlighted beside Cancel, above columns for Address 1, Town, Email and Telephone

Write the email or use a template

7. You can create the email subject and text here and then save it, or cclick "Select (optional)..." to use an existing template.

Bulk email form with Email Template dropdown open, highlighting the Search Filter field above template options like New Products

8. To create a new template to use later, or update the existing one, click "Save Template"

Bulk email editor with merge fields and a spam rating warning, with the Save Template button highlighted below the message

9. Click "Save as New" to create a new one, or 'Save Changes' to update the existing template.

Email template editor with the Save Template dropdown open, highlighting Save as New below the Save Changes option

10. Click the "Enter Name for new Template..." field.

Bulk email panel with the "Enter Name for new Template..." field highlighted below the Save Template button

11. Type in the name and click on the 'Save' icon

Bulk email editor with template name "New Products 2025" entered and the Save icon highlighted beside the name field

Preview and send the email

12. When you are happy with your email content, click "Next" to preview it

Bulk email Message editor with merge fields and spam rating, with the Next button highlighted below Save Template

13. When you are happy with the email, click "Create & Send"

Bulk email panel with a note about individual emails sent in batches, and the Create & Send button highlighted

14. This will queue all the emails to be sent over the next few minutes. They are not sent immediately together to prevent the email being seen as spam. Click "Close".

Bulk email panel showing a "Sending is in progress" update message, with the purple Close button highlighted
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