Sending an Email Blast with Smokeball

There are two methods for sending an email blast (mass email) with Smokeball using the mail merge feature in Microsoft 365. The first method: 

  1. In Smokeball, select the Contacts tab and then select a folder in the navigation pane to pick which contacts to include in the email blast.  
  2. Select the Export button and enter a file name in the pop-up window. This will download the selected contacts as a Microsoft Excel spreadsheet to your computer.  
  3. Follow the mail merge instructions provided by Microsoft and use the downloaded spreadsheet as the mailing list. 
    mceclip0.png
     

The second method: 

  1. In Smokeball, select the Reports tab and choose Client – Full List from the “Select Report” drop-down menu. 
  2. Filter the clients by when their matters were created using the Date Opened From and Date Opened To drop-down menus.  
  3. Click on the View Report button to generate an up-to-date report.  
  4. Select the floppy disk icon and choose CSV (comma delimited). This will download the report as a Microsoft Excel spreadsheet to your computer.  
  5. Follow the mail merge instructions provided by Microsoft and use the downloaded spreadsheet as the mailing list.  mceclip1.png

 

Best Practices 

The two methods outlined above are best suited for a one-time email blast. If you intend to send recurring email blasts for marketing, then we strongly recommend using our integration with Campaign Monitor.

Was this article helpful?
1 out of 2 found this helpful

Articles in this section

See more