Loading
CommunityIs there a way to create a client email list from Cards in LEAP?

Is there a way to create a client email list from Cards in LEAP?

Lisa Schuster (Customer) asked a question.

Is there a way to create a client email list from Cards in LEAP?

I need to send out some bulk emails to our entire client list. Is there an easy was to generate a list of client emails from the Cards/Contact Information? I do not want to have to copy and paste each individual email address.


  • Haley Krall (Customer)

    If you've created an email template, you can bulk email through LEAP by going to MENU > Other > Mailings > New -- New Mailing to Cards. Filter + select your recipients, select your email template, and send. To bulk email outside of LEAP, I recommend MENU > Reports > locate the "client details" report > generate and select your clients > download. This produces an excel file where you can bulk copy client emails.

    Expand Post

Loading
Is there a way to create a client email list from Cards in LEAP?