Learn about how to send single and bulk emails in Nutshell.
Want to keep in touch with your contacts without having to leave the page, or open up your email provider? Never fear; with Nutshell you can send emails at the touch of a button, without ever leaving the app.
Before you begin sending emails, you'll need to connect your email with Nutshell.
Send individual emails
You can send plain-text emails directly from Nutshell to your companies, people, and leads. There's no need to jump between Nutshell and your email client.
Our interface to compose an email is at the top of every Company, Person, and Lead timeline.
When you click the To field, a drop-down menu will show you the available email addresses associated with that Company, Person, or Lead.
There's no need to worry about BCC'ing your message to Nutshell — it's automatically added to the appropriate timelines.
Include attachments with your emails
To include attachments with your emails just click the + Attach files button. You'll then see a window pop up with options to attach a file from your computer, a BOX account, Google Drive, and much more.
Style your emails with Markdown
Markdown is a plain text format to add structure and styling to your writing, such as bold/italics, headings, or bulleted lists. Learn how to style your emails with Markdown.
Add a signature to your emails
You can create an email signature that will be appended to the end of each message you send.
Click an address to send a message
You can configure Nutshell so that any time you click an email address, it will use Nutshell's mail view to compose the message. Open up your Account Settings page, and click the option Use Nutshell to send emails when clicking an address.
Send bulk emails
Send a templated email to multiple people from within Nutshell. Click here to learn how to create email templates in Nutshell.
- Click Companies, People, or Leads
- Choose who you'd like to email by checking their boxes or filtering your list and using the select all checkbox at the top of your list
- Click Send email and choose a template
I received the following error message: "It seems like some of the people you want to email can’t complete the template:" How do I fix this?
If your template uses a shortcode and the intended recipient doesn't have that entity in Nutshell, you'll receive this error. For example, if I send an email to Joe Malcoun (the best CEO ever), and the template has
but you don't have a company for Joe in Nutshell, we'll let you know that it's missing.
You'll then have the option to send it with a blank in its place, or to only send it to the selection of Companies, People, and Leads that have that have all shortcodes fulfilled.
If I send a bulk email, will all the recipients be bcc'd, or will they be able to see each other's email address?
Any emails sent using the Bulk Email option will be sent as individual emails. Your recipients won't be able to see who else received the email.
Is it possible to send a group email to multiple recipients?
Definitely! You can send a group email to multiple recipients within an individual Company or Lead page. Any emails you include when emailing using the "Send an Email" button will be included on the email, and recipients will be able to see each other's emails.
Are there limits to Nutshell's bulk emailing feature?
Yes, email sending is subject to the limits of your email provider, as defined by them. As a Nutshell customer, you also agree not to send spam as part of our End User Liscense Agreement, as defined by Spamhaus.