In today’s fast-paced sales environment, sending personalized yet timely communication to a large number of leads is critical. Instead of emailing each lead individually, Kylas CRM allows users to send bulk emails to multiple leads in just a few clicks—saving hours and ensuring timely outreach.

This article explains how to send bulk emails from Kylas CRM, what you need before starting, practical use cases, benefits, and step-by-step instructions.

1. What is Bulk Emailing?

2. Prerequisites

3. Steps to Send Bulk Emails

4. Use Cases

5. Benefits

6. Conclusion

What is Bulk Emailing?

Bulk Emailing in Kylas CRM enables users to send the same email content to multiple leads simultaneously. It’s ideal for campaigns, announcements, follow-ups, and any situation where standardized messaging is required. This feature enhances lead engagement and improves email marketing efficiency.

Prerequisites

Steps to Send Bulk Emails

Step 1: Login & Navigate to Leads

• Log in to your Kylas CRM account.

• On the left-hand panel, click on the Leads module.

• You will see a list of all your available leads.

Step 2: Select Leads for Emailing

• Click on the Multi-Select button (top-left of lead list).

• The system will auto-select leads based on your current page settings.

• Example: If your view is set to 100 results per page, only those 100 leads will be selected.

• You may also choose "Select All" to email all filtered leads across pages.

Step 3: Click on "Email"

• Once your required leads are selected, click the Email icon from the action bar.

• This will open up the Email Composer Window.

Step 4: Compose Your Email

• In the email composer:

  • The “To” section will auto-fill with the selected leads.

  • Add your Subject, Body Content, and optionally insert Templates or Personalization Tokens (like name, company, etc.).

🔎 Note: Custom tokens enhance personalization and improve response rates.

Step 5: Send the Email

• Once all details are filled, the Send button becomes active.

• Click on Send to initiate the bulk email delivery.

📩 A pop-up message will appear once the email has been successfully queued/sent.

Step 6: Track Bulk Email Status

To monitor your bulk email status and review delivery reports:

1. Go to Settings in your Kylas CRM account.

2. Navigate to Data Management.

3. Click on Bulk Jobs.

4. Here, you’ll see a list of all your sent bulk emails.

You can download a CSV Summary File that shows:

• Email IDs of recipients

• Success and failure status

• Any error messages for failed emails

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Use Cases

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Scenario	Description
🗓️Campaign Emails	Announce a product launch or webinar to all leads from a specific segment.
📈Nurture Sequence	Send weekly follow-up emails to unconverted leads.
🤝Sales Rep Outreach	Re-engage leads assigned to a new sales representative.
🧪Event Invitations	Invite leads to events or conferences hosted by your company.

Benefits

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Benefit	Details
⏱️Time-Saving	Send one email to hundreds of leads in a few clicks.
📢Campaign Efficiency	Easily run promotions, event invites, or updates.
📊Performance Insights	Track success/failure metrics with downloadable reports.
🧼Data Accuracy	Auto-fills recipient info and reduces manual entry errors.
🔄Lead Nurturing	Keep leads warm and engaged through scheduled bulk communications.

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Conclusion

The Bulk Email feature in Kylas CRM streamlines lead communication, enabling your sales or marketing team to engage with large audiences effectively. From campaigns to reactivation messages, this tool simplifies mass outreach while maintaining personalization and control.

Whether you're launching a campaign or updating leads, mastering the bulk email feature is a game-changer for scalable, efficient communication.