monday CRM: Email Sequencing & Mass Emailing

Ishani Dhar Chowdhury
Apr 19
5 min read

Properly managing emails for your sales operations can be challenging. Thankfully, with monday CRM, you can streamline every little detail related to mass emailing, sequencing, and more.

About 918 G2 reviewers have collectively rated the monday CRM product 4.6 out of 5 stars. The top-rated features were mass emails, shared email inboxes, and sequences.

Using these monday CRM features, your team can easily streamline sales processes through proper campaign performance tracking. It's a great way to centralise management, enhance customer engagement, improve team collaboration, and streamline workflows.

In this blog post, we'll understand what mass emailing and email sequencing are on monday Sales CRM.

Why Do You Need Email Sequencing and Mass Emailing in Your CRM Software?

By the end of 2024, the global email marketing revenue easily surpassed USD 9.5 billion, proving this sector's popularity across various industries.

With CRM email marketing, you can improve data organisation, personalise communication, and increase productivity. Similarly, email sequencing and mass emailing in CRM software can be used for effective sales management and customer engagement.

Here's why you should look for a tool like monday CRM with both of these features:

Email Sequencing: It automates follow-up communication to ensure personalised and timely outreach based on recipient or client actions. This will boost sales productivity and enhance lead qualification workflows.
Mass Emailing: This will enable you to send customised bulk messages based on segmented audiences to optimise outreach. With this, you can increase engagement rates through monday automations and personalisation.

When used together, these features can streamline repetitive tasks and improve response rates. You can also refine the sales strategies with actionable analytics to nurture relationships and drive business growth.

Email Sequencing on monday CRM: The Basics You Must Know

monday CRM Tutorial

h this powerful feature on monday CRM, your team can manage multi-step engagement in a centralised platform. It helps manage email campaigns, task reminders and notifications, track customer interactions, etc.

This feature lets you build automated customer interaction flows from start to finish. With monday CRM sequences, you'll get notified every time a designated manual task gets completed.

As shown here, find the sequences option either on the navigation menu or at the upper-right side of your Leads or Contacts board.

Building a Sequence on monday CRM

Here are the steps to follow:

Click on the '+ Build a New Sequence' button.
Name the sequence (be clear, concise, and unique.
Choose the building blocks (automatic emails, manual emails, call tasks, delay steps, or general tasks)
Order the steps as you add them to define when each step should happen.

Once done, create a draft of your sequence. Don't forget to complete the 'Rules & Notifications' to activate it.

Would you like to know more about email sequencing on monday CRM? Reach out to a consultant at Fruition.

Being a monday Silver Partner, our team specialises in monday Sales CRM implementation and management. Over 200+ organisations have used our CRM consulting expertise.

Consult a monday expert

Mass Emailing on monday CRM: Streamline Client Communication

monday CRM Mass Emailing

You'll find the mass emailing feature on the Emails & Activities app. It'll enable you to send messages simultaneously to multiple recipients, simplifying customer communication.

Businesses can use the mass emails on monday CRM for email marketing campaigns, send introductions or task materials to multiple leads, and follow up with all clients.

Sending Mass Emails With monday CRM

To use this feature, follow these steps:

Go to a board with the email column and check the box for each contact you want to add as a recipient.
At the bottom of the window, select the Mass Email option.
Check whether the email address (upper right-hand corner) is correct.
Use monday AI, a template, or write the email manually.
Use the dynamic fields option so that monday CRM can pull text from any column on the selected board.

Note: You can send up to 500 emails at a time and a maximum of 2,000 per day.

Why Use Both These Features?

As part of your CRM strategy, you can use both these monday CRM features. Here's how you can combine them to get the best results:

Initial outreach and contact with mass emails in your marketing campaigns.
Enrol engaged contacts into automated and personalised (follow-up) email sequences.
Continuously monitor and adjust mass emails and sequence performance to optimise engagement strategies.

How Can Fruition Help?

With 22 highly talented monday delivery partners, we're dedicated to providing a seamless experience. Needless to say, we have expertise in monday CRM implementation.

That means we can help businesses effectively use the email sequencing and mass emailing feature on monday Sales CRM. Our team can tailor workflow solutions combining these features and can offer expert guidance.

Email Sequences on monday CRM

The team at Fruition will configure the sequences feature to enable personalised automated workflows for multi-step email campaigns.
We'll integrate dynamic fields to tailor the email content based on customer data added as items on the board.
With our help, you can design workflows with triggers (adding leads automatically when status changes) to ensure lead nurturing.

Mass Emails on monday Sales CRM

We can set up the mass emailing feature with ease to help you personalise bulk emails using specified board data.
Our monday experts will also offer compliance assistance to integrate unsubscribe links, ensuring regulatory compliance for bulk emails.
We will optimise tracking tools that help monitor metrics (open rates and clicks) for better campaign analytics and effectiveness.

The monday consultants can design workflows where mass emailing can initiate outreach. This can be followed by targeted email sequences for engaged leads.

We'll also offer training to use the monday CRM automation tools, helping you streamline communication. With our help and expertise, businesses can maximise monday CRM's potential, leading to better customer engagement and ROI.

FAQs

Does monday.com have email sequences?

Yes, the monday CRM platform comes with an email sequencing feature. With it, users can create personalised email sequence triggers for the automation of specific actions or time intervals. This enables targeted communication and helps you manage multi-step engagement in a centralised location. With email sequencing on monday Sales CRM, you can get notifications, track customer interactions, streamline email campaigns, and more.

Can you send mass emails using monday CRM?

The CRM system monday allows you to send mass emails through the Emails & Activities app. This will simplify communication by ensuring you can send messages to multiple clients or recipients simultaneously. It also lets you craft personalised emails in bulk. The monday platform allows integration with Gmail and Outlook, enhancing the tracking capabilities for open rates, clicks, and delivery.

Why use monday Sales CRM?

The CRM tool by monday offers a customisable cloud-based platform that's highly flexible and intended for all businesses. It comes with features like sales forecasting, task automation, contact management, mass emailing, email sequencing, and more. With monday CRM, you can tailor workflows to streamline sales and customer relationship processes.