How to send and receive mass mails using Zoho CRM?
Let me clear the air with some facts that one has to live with today while using Zoho CRM :-
- One can send mass mails ONLY if one is a paid user with Zoho CRM.
- One can send 250 mails/day ONLY using the mass mail feature in ONE day as of now (Think of mass mail as a 1-shot use tool to be used once a day. You can break the 250 into 100+100+50 or any other permutation that you want)
- One can send unlimited number of mails if mails are being sent individually ie without using the mass-mail feature.
Okay, the air is cleared now. What next ?
Zoho CRM cannot receive emails as of now. So how to address this problem? Hmmm.
There is a work-around for this!
- Assume that you have logged in as joeblogs@joeblogs.com and using mass-mail feature have sent 200 emails. Please note, the from address will be set as joeblogs@joeblogs.com. Configure your Outlook Mail Client to receive the responses to those 200 emails sent with the from as joeblogs@joeblogs.com id .
- Now login to Zoho CRM Server. Download the Outlook Plugin from Setup –> Personal Settings –> Outlook Edition.
- Go to Setup –> Subscription Manager –> Users Activation and enable the Plugin for the account joeblogs@joeblogs.com.
- Next install the Outlook Plugin into your Outlook Mail Client. Now you are set to work with the Outlook Plugin!
- Go to the Outlook Mail Client and invoke the Plugin and login with joeblogs@joeblogs.com id. Now you can synchronize the Tasks, Events and Emails from Outlook to Zoho CRM and vice-versa.
Note:- It is preferable to sync mails 1-by-1 since you may experience performance problems otherwise.
More info available at http://www.zoho.com/crm/outlook-edition.html
One of the issues we run into is being able to synchronize mass emails with Zoho. Is there a way to automatically link each email sent to contacts (of course, linking back to the email in our CRM) as a batch. Currently, as somewhat implied above, we individually go in, press ~Add to Zoho for each and every email; this results is less-than-perfect compliance from our sales team in tracking those emails because of the time involved. Any better way of doing this?
I have the Professional plan and I'm trying to send Mass Email (50 or so). I've followed the instructions at https://zohocrm.wiki.zoho.com/...But, when I hit send, I'm told "Mass Emailing can be doen up to 250 mails per day. Clear here to go back."When I click the here, it takes me to the set-up screen.Very frustrating and no help or comments from Zoho.
I have the Professional plan and I'm trying to send Mass Email (50 or so). I've followed the instructions at https://zohocrm.wiki.zoho.com/...But, when I hit send, I'm told "Mass Emailing can be doen up to 250 mails per day. Clear here to go back."When I click the here, it takes me to the set-up screen.Very frustrating and no help or comments from Zoho.