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How do I send an email to many Clients?

Whether you need to promote your services for marketing purposes or to communicate important details like your availability, you can quickly send out a bulk email to several of your Clients at once. Just use these steps below:

  1. Go to the People tab
  2. Check the boxes next to the Clients you want to email (note you can only check up to a maximum of 50 Clients)
  3. Click the Email button at the top of the list
  4. Email button on People tab with multiple clients checked off.
  5. In the new page, enter a Subject Line
  6. Sample of a bulk email being composed.
  7. Write your message (there are no dynamic variables when sending bulk emails)
  8. Click Send to finish.

Alternatively, you can click on the Use mail client link at the top of the Email page, which will open your email client with all the Clients’ email addresses populated automatically for you.

Note: Keep in mind that FreshBooks is not an ideal system for frequent bulk emailing. If you have 50+ Clients that you’d like to email, consider using one of our Marketing Addons for this purpose instead!