In this article:

• Where is it?
• Filtering the list to create a batch
• Sending a batch email
• Verifying receipt

Where is it?

The Company List is in the Companies tab:

Once you're on the Company List, head to the top right corner. Click on Bulk Actions, then choose Batch:

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Filtering the list to create a batch

On the Company List page, you can either send a batch email to all Companies, or use the Filter tab to narrow the list down. You can filter by a variety of criteria:

Learn more about filtering here.

The Batch tool will send emails to only the Companies on your filtered list, whether that’s one company or many.

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Sending a batch email

Step 1. Once you have the Company List displaying the organizations you need, head to the top right corner of the page. Choose Bulk Actions, then Batch:

Step 2. The email editor will pop up. Learn more about its settings here.

Head to the Attachment menu and choose one. The attachment is what displays the company-specific information in the emails:

Step 3. Add a subject line for the email, and a reply-to email if you prefer. If you’d like to receive a confirmation that the emails were sent, add your email address in the Confirmation To field.

Step 4. The attachment can be a complete email by itself, but you can also add a personal message in the editor. When your message is ready, click Continue to Preview:

Copying and pasting directly from a Word document can create formatting issues. Instead, paste your text into a Notepad app first to remove all formatting. Then paste into the MeetMax editor.

Step 5. You’ll see a preview of one of the emails. Use the arrow button to look at the other emails in this batch if needed.

If all looks good, click Begin sending emails:

MeetMax sends emails in batches of 20. At the end of each batch, you’ll be prompted to send the next one.

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Verifying receipt

Once the batch is completed, head to the Messaging tab. Choose Email Logs, then Batches:

The Email Log shows you the number of emails that were delivered, bounced, and opened. You can click on any of these numbers to see which Companies they represent: