There are two methods for sending an email blast (mass email) with Smokeball using the mail merge feature in Microsoft 365. The first method:
- 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.
- 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.
- Follow the mail merge instructions provided by Microsoft and use the downloaded spreadsheet as the mailing list.
The second method:
- In Smokeball, select the Reports tab and choose Client – Full List from the “Select Report” drop-down menu.
- Filter the clients by when their matters were created using the Date Opened From and Date Opened To drop-down menus.
- Click on the View Report button to generate an up-to-date report.
- Select the floppy disk icon and choose CSV (comma delimited). This will download the report as a Microsoft Excel spreadsheet to your computer.
- Follow the mail merge instructions provided by Microsoft and use the downloaded spreadsheet as the mailing list.
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.