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Emailing from Different Areas in Boulevard

Boulevard allows you to send emails either through a connected desktop email client (such as Outlook or Windows Mail) or directly through Boulevard’s built‑in email feature. The built‑in option supports personalized fields and automatically logs sent emails in each contact’s profile.

Once you've decided on and set up your preferred method for sending email, there are several ways to start an email in Boulevard.

Note: When sending a group email, each message is sent separately to protect the privacy of each recipient.

 Locations:

Contact Lists: Send either an individual or a group email using the various filters from the Customer, Unit, or Address Lists.

Contact Profile: Send an individual email from the main area of the profile, or from the toolbar, send an invoice, or launch an email message.

List Builder: Send either an individual or a group email from a previously created group. 

Contact Log: Send either an individual or a group email from those who have an entry in the Contact Log

Business Tools: Send a group email using various filters


 Contact Lists

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Has Email Filter

Individual email:

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


Group email:

  1. Ensure that each recipient has an email address by selecting Has Email from the Email drop-down filter sidebar. See Filter Contacts by No Email or Has Email Address for detailed steps.
  2. Select the checkbox next to each contact to include (or select the checkbox column header to select all), then click Email Email. See Send a Group Email (Option 1) for additional information.

Email from a Contact List

Contact profile

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Option 1:

Click Email inside the Email 1 or Email 2 (if visible and applicable) within the Contact Information section on the Main tab of the contact profile. Or from within the Partner section on the Additional Info tab, click Email inside the Email field.

Launch Email from Field


Option 2:

From the contact profile toolbar, click Email Email, then select either Email 1, Email 2, or Partner

Alternatively, select the checkbox next to an invoice from the Account & Invoice tab. From the toolbar, select Email Email, then choose Invoices to launch an email with the invoice attached (Email 1 will be used). See Email an Invoice for detailed steps.

Email Invoice

Email from a Contact Profile

List Builder

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From the main toolbar, select Contacts Contacts, then List Builder Builder (or from the Contacts menu, select List Builder List Builder).

  1. Select a list from the List drop-down options available.
  2. Select the checkbox next to each contact to include (or select the checkbox column header to select all), then click Email. See Working with a List in the List Builder for additional information.

Email from List Builder

Contact Log

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From the Contacts menu, select Contact Log.

  1. From the Filter sidebar, click ... to enter a Date Range.
  2. Select the checkbox next to each contact to include (or select the checkbox column header to select all), then click Email. See View Entries from the Contact Log for additional information.

Email from Contact Log

Business Tools

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From the Business Tools menu, select Email Mailings, then Group Email. See Send a Group Email (Option 2) for detailed steps.


Additional Information:

 

More Resources

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