When managing customer relationships, timely and targeted communication is key. With Kylas CRM’s Bulk Email to Contacts feature, you can send emails to multiple contacts in a single click—eliminating the need for repetitive manual actions.

This guide walks you through the steps, prerequisites, common use cases, and benefits of sending bulk emails to contacts in Kylas CRM.

Table of Contents

1. What is a Contact?

2. Prerequisites

3. Steps to Send Bulk Emails

4. Use Cases

5. Benefits

6. Conclusion

What is a Contact?

In Kylas CRM, a Contact represents an individual associated with a business or organization—often a customer, partner, or key stakeholder. Keeping your contact database engaged through email is crucial for nurturing long-term relationships and driving conversions.

Prerequisites

Before you begin sending bulk emails to contacts, ensure the following:

• User Permissions: You must have special access to send emails to contacts.

• Product Plan: The feature is available on the Elevate plan only.

• Email Integration: Your Gmail or Microsoft Outlook account must be connected to Kylas CRM.

• Contact Selection: Contacts must be selected from the listing page before performing the bulk email action.

Steps to Send Bulk Emails to Contacts

Step 1: Login & Navigate to Contacts

• Log in to your Kylas CRM account.

• From the left-hand menu, click on the Contacts module to access your contact list.

Step 2: Select Contacts

• Click on the Multi-Select checkbox to enable bulk selection.

• By default, it selects all contacts on the current page (e.g., 100 contacts if the view is set to 100 per page).

• You can either select only those or choose “Select All” to include every contact from the filtered results.

Step 3: Click on "Email"

• After selecting the required contacts, click the Email action button on the top action bar.

• This will open the Bulk Email Composer.

💡 Note: The Email button will only be active if contacts are selected.

Step 4: Compose the Email

• In the email composer:

  • The “To” field will be auto-filled with selected contact email addresses.

  • Add the Subject, Email Body, and any attachments if needed.

  • You can also insert email templates or use personalization tokens for better engagement.

Step 5: Send the Email

• Once all fields are filled and there’s at least one recipient, the Send button becomes active.

• Click Send to initiate the bulk email.

• A toast notification will appear confirming the action.

Step 6: Track Sent Emails

To view the status of your bulk email:

1. Log into Kylas CRM.

2. Go to Settings > Data Management.

3. Click on Bulk Jobs.

Step 7: View Email Reports

• In the Bulk Jobs section, you can view the record of your bulk email activity including:

  • Total contacts emailed

  • Email status (success/failure)

  • Summary file for detailed reporting

📂 You can download a CSV file to check each email’s success or failure record.

Use Cases

Benefit	Details
⏱️Time-Efficient	Send emails to hundreds of contacts in one go.
🎯Improved Targeting	Easily filter and message relevant contact segments.
📈Better Reporting	Track open rates and delivery success through summary reports.
🧼Error Reduction	Automated selection and email validation reduce manual mistakes.
🧩User-Friendly	No coding or technical expertise needed—just a few clicks.

Conclusion

Kylas CRM’s Bulk Email to Contacts feature is a must-have for teams that rely on frequent, consistent communication. Whether you’re sending updates, promotions, or invitations, this feature helps maintain strong relationships at scale while saving time and improving accuracy.

For every growing business, bulk emailing is more than just a convenience—it’s a smart communication strategy.