To send an email to a large group of people (more than 25) within Back At You, you'll want to utilize Mail Groups. This allows you to categorize your contacts for quick, efficient messaging.
Navigate: Click the Messaging tab on the left-hand menu.
Open Groups: From the tabs at the top of the screen, select Mail Groups.
Start Building: Click the + Create Mail Group button in the top-right corner.
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.
Once your group is named, it’s time to add your recipients:
Select Contacts: Click the Select Contacts option.
Filter & Find: Use the filters at the top of the screen to search by Contact Type or other criteria.
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!
Finalize the List: Click the + Add to Selected button at the bottom. The contacts will move to the "active" box below.
Save: Click Save at the bottom of the window to finish.
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!