Active/Inactive Bulk Actions: Bear in mind that you may not be able to do certain bulk actions when you have Inactive clients selected.
Occasionally, you may need to send emails to more than one person at once. Sending bulk emails can be convenient when sending document reminders, tax legislation updates, annual newsletters, etc. Canopy makes sending bulk emails convenient and efficient.
Send Emails in Bulk
To send an email to several clients at once, open the Client List in Canopy.
1. On the Client List screen, click the checkboxes in-line with each client you wish to email.
2. Click the Bulk Email icon.
The New Email window will open.
3. In the New Email window, type the Subject of your email and then Start typing your email in the provided spaces.
The number of clients you’re sending the email to will be displayed in the To: section.
If you have multiple email accounts connected to Canopy, select which email you would like to display in the From: field.
Format your email using the formatting tools at the bottom of the window.
Attach files to your email by clicking the Upload attachment icon.
Use an email template by clicking the Email Template icon.
4. Click Preview to look over the email before it is sent to your selected clients.
To make changes to the email, click Edit Email.
5. Click Send Test Email to send a sample email to your own email address.
A notification will display when your test email has been successfully sent.
6. If everything looks correct, click Send Email.
The Preview and Send window will close.
A notification will display when your emails have been sent.
If you sent the email in error, click Undo in the notification box. This will stop the email from being sent and display a different message telling you the email was stopped.
Possible Error Messages When Sending Bulk Emails
During the Sending Bulk Emails process, there are some error messages that may be displayed.
Large Number of Clients
Canopy can send 250 bulk emails per day. If you wish to send more than 250 bulk emails, the system will send your message to 250 email addresses on that day, then 250 the next day, and so on until all of the emails have been sent. If you see this message, you have the following options:
Check the Don't warn me about bulk email limits again checkbox if you don't want to see this warning more than once.
Click the Sender drop-down menu to change the sender's email address.
Click Done to proceed with sending the bulk emails.
Missing Emails
If you have selected clients with no email address listed, Canopy will prompt you to type those into the Email address text box. If you choose not to enter an email address, that client will be left off the bulk email list. If you see this message, you have the following options:
Type an Email Address for each client listed.
Click Continue to continue sending the email.
A Note About Unsubscribes
If clients on your bulk emails list have unsubscribed from bulk emails, Canopy will notify you with a message and the individual email addresses of the unsubscribed clients. If you see this message, you have the following options:
Check the Don't warn me about bulk email limits again checkbox if you don't want to see this warning more than once.
Click Done to proceed with sending the email.