How to send and receive mass mails using Zoho CRM

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!

  1. 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 .
  2. Now login to Zoho CRM Server. Download the Outlook Plugin from Setup –> Personal Settings –> Outlook Edition.
  3. Go to Setup –> Subscription Manager –> Users Activation and enable the Plugin for the account joeblogs@joeblogs.com.
  4. Next install the Outlook Plugin into your Outlook Mail Client.   Now you are set to work with the Outlook Plugin!
  5. 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

Comments

3 Replies to How to send and receive mass mails using Zoho CRM

  1. 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?

  2. 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.

  3. 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.

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