To send an email to a large group of people (more than 25) within ClientBAY, you'll want to utilize Mail Groups. This allows you to categorize your contacts for quick, efficient messaging.

🛠️ Creating Your First Mail Group

1. Navigate: Click the Messaging tab on the left-hand menu.

2. Open Groups: From the tabs at the top of the screen, select Mail Groups.

3. Start Building: Click the  + Create Mail Group button in the top-right corner.

📝 Defining Your Group

• Name Your Group: Use a clear name that identifies the audience (e.g., “Past Clients,” “Luxury Buyers,” or “Local Investors”). 

• Add a Description: (Optional) Add a brief note about the purpose of this specific group.

👥 Adding Contacts from Your CRM

Once your group is named, it’s time to add your recipients:

1. Select Contacts: Click the Select Contacts option.

2. Filter & Find: Use the filters at the top of the screen to search by Contact Type or other criteria. 

3. Check the Box: Select the checkbox next to the specific contacts you want to add.

   • Tip: To select everyone on the current list, click the checkbox next to the First Name column header! 

4. Finalize the List: Click the + Add to Selected button at the bottom. The contacts will move to the "active" box below.

5. Save: Click Save at the bottom of the window to finish. 

⚙️ Managing Your Groups

Once created, your groups will live on your Mail Group Dashboard. From here, you can use the Three-Dot Action Button associated with each group to:

• ✏️ Edit: Add or remove recipients as your database grows.

• 🗑️ Delete: Remove groups you no longer need.

💡 Pro Tip: Keep your Mail Groups organized by Contact Type (e.g., Sellers vs. Buyers). This makes it much easier to send targeted, relevant content that your clients will actually want to read!