Mass email to contacts in projects / opportunities / organizations
I can not find a way to easily email all people on a project, in an organization, or within an opportunity. The only thing I did find is that I can make a custom filter contact filter by an organization name, view the contacts for that organization, and email them. That leads me to believe that I would need many filters for any organization that I may want to mass email. Plus, everyone I need to email (like for a project) may not be connected to the same organization.
I did read the "how do I mass email" post (http://help.insightly.com/how-do-i-send-a-mass-email-from-insightly/), but that is not feasible / manageable long term at all. That pretty much says that I should tag contacts with something specific.. like a project name, or a business name, or an opportunity name?.. and later filter contacts with only that tag. I already have a project with a contact list. Managing that list plus some random tagged contacts is double the work. Just being able to filter contacts connected to that project would make things much easier.
I know in previous posts here you have asked for examples. Well I have a project started with a specific group of businesses that I will be promoting this summer. I am going to create a project for the promotions and add the specific contacts to it. I want to email them all a "welcome" message, and other follow-ups as we go. This is one of about 6 similar projects we have this summer.
A nice way to handle mass emails from a project / contact / etc, would be that when viewing a project (for example), you can click the actions and select something like "Email all contacts", or maybe "Download CV of contact emails". I have already checked this for all the different asset types but it is not available. Another nice option would be that when on the New Email page, you can add contacts by typing the project or organization, rather then just by contact names.
Also, when I send mass emails, they are sent to each recipient, one at a time. This is perfect for mass mailing of customers. But when I am emailing everyone connected to a project, I want all the of the recipients to be visible to each other. This allows everyone on the message to reply to all, and not just met. How can this be done?