Custom Categories & Emails

When you have hundreds of contacts that you send regular correspondence to, for example a monthly newsletter or an open house invitation, with Connect you have the option of easy contact access using our custom category application.

To setup the Custom Categories, please see Article: Create Your Own Custom Contact Categories and do this for all of the contacts that you would like to save for future emailing purposes.

When you would like to send emails to these clients choose the email template that you would like to send to your clients and then hit Select Recipients. That will open a new window with all of your contacts.

This window has the option of searching your contacts and here is where labeling your contacts with categories comes in handy! Use the dropdown to select your new category.


Once the Category is selected and you have hit Search, you should see all of the contacts that you have assigned and can then Select All, or select the ones from this downsized list that you want to send your email to.

Don’t forget to click Select to add the contacts to your recipients list.

You should see all of your clients in the Select Recipients list. Once you have completed the email to your satisfaction, hit Send Message to send your email out!

Have Questions? Just Ask! Our Support Team can be reached at 866-774-2947 or by email at!

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