Emailing from Different Areas in Boulevard

You can choose to send an email by launching a third-party desktop client (Outlook, Windows Mail, etc.), or connect your email address and send email messages using Boulevard. Sending an email using Boulevard allows you to insert personalized profile fields when creating a group email (First Name, Last Name, etc.), and an entry will also be made to track when an email has been sent, and can be viewed from the Contact Log tab of their profile, or view all entries for all contacts from the Contact Log.

Once you've decided and set up which method you prefer to send email messages, there are several ways to start an email within Boulevard.

From any contact list

Individual email:

Select a contact from the list then from the toolbar click Email. 

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Group email:

Note: All email messages are sent separately to protect the privacy of each recipient.

1. Ensure that each recipient has an email address (See Filter Contacts by No Email or Has Email Address).
2. Select the checkbox next to each contact to be included (or the checkbox column header to select all), then click  Email. See Send a Group Email (Option 1) for additional information.

From any contact profile

Option 1:

From the contact profile, click inside the Email 1, Email 2, or (Partner) Email fields.

Option 2:

From the contact profile, click  Email, then select either Email 1, Email 2, or Partner (See Email an Invoice for steps when selecting the Invoices option).

From the List Builder

1. From the Business Tools menu, select  List Builder (or from the Contacts group on the main toolbar, click List Builder).
2. Select a list from the List drop-down options available.
3. Select the checkbox next to each contact to be included (or the checkbox column header to select all), then click  . See Working with a List in the List Builder for additional information.

From the Contact Log

1. From the Contacts menu, select Contact Log (or from the Contacts group on the main toolbar, click  Contact Log).
2. From the Filter sidebar, click ... to enter a Date Range.
3. Select the checkbox next to each contact to be included (or the checkbox column header to select all), then click  . See View Entries from the Contact Log for additional information.

Group Email From Business Tools

From the Business Tools menu, select Mailings, then Group Email (or from the Reports - Tools group on the main toolbar, select Mailings, then Group Email). See Send a Group Email (Option 2) for additional information.

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Additional Information:

• Email an Invoice
• Preferences: Online Sync tab