How to send emails to several recipients with the AI Emailer

Learn how to draft, review and send an email to several people in one go.

Overview

When you open the AI Emailer for more than one contact, the panel shows a Recipients list on the left with each person's name, title and company. The emailer writes a separate draft for each person. The list groups them so you can see where each one stands:

• Processing: The draft is still being written.
• Drafts: The draft is ready to send.
• Pending: The draft needs a subject or body before it can be sent.
• Sent and Scheduled: The email has gone out or is waiting to.
• Unable to Send: The emailer cannot send to this person (for example the contact has opted out, has no email address, the address is not valid, or no view credits remain). Hover over the warning icon to see why.
• Removed: You removed the person from this send.

Click a group name to collapse or expand it.

Send to several recipients

1. Open the AI Emailer for the contacts you want to reach.
2. Click a person in the Recipients list to see and edit their draft. See How to draft an email with the AI Emailer.
3. To leave someone out, click the trash button (Remove recipient) on their card. To bring them back, click Restore recipient on the card in Removed. You cannot remove the only recipient.
4. When every draft is ready, click Send all at the top of the panel.

Send all is available when a mailbox is selected, no draft is still being written or has errors, and nothing else is being sent. It shows Sending... while it works, and All Sent once every draft has gone out. To send an email to just one person while the others wait, open their draft and use the send button. See How to send or schedule an email from the AI Emailer.

If you see an error

• "Waiting for provider connection" You have no mailbox connected yet. See How to connect an email account in the AI Emailer.
• "You do not have permission to send emails" Your account cannot send from the emailer. Ask your ZoomInfo admin.
• "Please select a mailbox" Choose a mailbox in the From field.
• "Some drafts are still processing. Please wait" Wait until every draft is written.
• "Some drafts have errors. Please review" Open each person under Pending and fill in the subject and body.
• "Bulk follow-up emails are not supported. Please send each follow-up email separately." One of the drafts has follow-ups. Send that person's series on its own.
• "Failed to send emails" or "Failed to send" followed by a number and "email(s)" Some or all emails were not sent. Look for people still under Drafts and click Send all again.
• "Failed to send emails to Outreach" or "Failed to send emails to Salesloft" The hand-off to that tool failed. Try again.