How do I send an email to all contacts who are relationship-linked to a primary contact?

Hi Friends,

I'm trying to generate a mass email using the list of "relationship links" to a key contact in Insightly.  This means that I have "Larry" who is connected to 47 people.  I want to send a note to all 47 people.  How do I select that group so that I can easily assign them to an email template and send a mass email?

Help!

Thanks, Anthony

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Comments

6 comments
  • Hi Anthony,

    You would need to click on each individual relationship in order to email them.

    Community- Does anyone have a workaround that they have used?

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  • That's a pretty ugly solution :-(

    I may have picked this up on one of the other posts, please confirm:  

    Is it possible to convert these "key contacts" into "orgnaizations" and from there, the relationship-linked contacts can be mass mailed?

    Help (chirp)

    A>

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  • Hi Anthony!

    There's no option to bulk email Organizations, so you would still need to manually email them.

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  • I guess that I'll add more tags to these contacts, but it seems like a "workaround".  Any chance that you could flip this into the feature request hopper?  That would be GREAT :-)

    Cheers, A>

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  • I can definitely add this as a feature request. :)

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  • Yes this would be simple if they add a dropdown menu to view "all contacts" and then √ check "select ALL" contacts then it would be done. I have 400 contacts and this way I have to send out 9 group emails. ANNOYING!

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