There’s no feeling like hitting send on an email that’s going to hundreds of people.
Your palms are sweating. Your heart’s racing. You might feel a bit nauseous.
First off, let me just say: that’s perfectly normal.
And frankly, it’s a good thing—it means you care about the results. You want your email to resonate with your audience. You want to gain positive sentiment (and maybe even new sales).
So, let’s worry about bulk email together.
By the end of this article, you'll:
Of course, different areas of your business will use bulk email differently. For example:
But here’s the deal: bulk emails must be relevant, targeted, and valuable.
If your audience thinks, “Cool, I’m interested in that promo,” “I know this person, let's chat,” or “Got it, T&Cs updated,” you’re on the right track. This sentiment helps your emails stay out of the spam folder.
Bulk email is specific to this moment—something you want to tell your recipients right now.
Emily, our Senior Lifecycle Marketing Manager, shares, “Mass emails are about special promotions, announcements about your service or business, or just some content. You want to put them in front of people at a specific moment.”
Workflows, also called campaigns, drips, or sequences, are behavior-based tools mainly used for nurturing and re-engagement.
“Instead of communicating something now, Workflows fire when a segment of folks stopped engaging with your brand or a lead that was a no-show on your demo call. Workflows are always behavior- or schedule-based,” adds Emily.
Email service providers (ESPs) set limits to how many emails you can send per day. Why? Basically, to catch spam emails before they ever get to someone’s inbox.
So, don’t think of these limits as enemies you must overcome. Think of them like traffic rules: maybe they’re not always convenient, but we can all agree they make things smoother.
When you play by the rules of your ESP, you’ll maintain a good sender reputation, avoid triggering spam filters, and get more fantastic emails into people’s inboxes.
Win-win, right?
Here’s the lowdown on what you need to know.
Before you even start thinking about what to write, you need to make sure the foundation of your bulk email “house” is set up correctly.
Otherwise, you risk it all falling apart the moment you hit send.
(Don’t be that guy.)
So, how can you ensure that your tech setup for bulk emailing is complete and compliant? Start with these essential tips.
Your ESP is the basis for all the emails you send out, and it’s the main piece of tech in your email stack. So, you want to choose a good one. Here are some basics you should look out for:
A solid option is Gmail, which integrates with most CRMs. At Close, we have a two-way integration with Gmail, so you can send bulk emails directly from your CRM. Focus time is precious, right?
Set up SPF, DKIM, and DMARC records to improve deliverability and protect your domain. These protocols verify that your emails are legit and not being spoofed, maintaining trust with your recipients and keeping your deliverability rates high.
Use your DNS provider to add these records and monitor their status regularly. This setup ensures your emails are authenticated and reduces the risk of being flagged as spam. If you’re unsure where to start, hit your IT team up for help, or check out the helpful guides from Google:
Just like a personal or business reputation tells people whether or not they can trust you, your sender reputation tells mailbox providers whether or not they can trust you.
This is a combined score between your IP reputation and your domain reputation, so all emails sent from your company can impact this score.
This reputation isn’t given; it’s earned. Here are some quick tips to make sure your sender reputation is higher:
Tools like SenderScore and Postmaster Tools give you insights into your sender’s reputation. Use them to monitor for any drops.
You worked hard on creating an email with witty copy and great value—but it’s useless unless it gets into the inbox.
So, test your emails to ensure they reach the inbox.
If your sample size is decent, use A/B testing to see what subject lines, content, and sending times work best. Analyze the results and optimize your strategy based on what improves deliverability and engagement.
How? Well, we hand the mic to Stefan Stefanov, who has extensive experience with email A/B tests.
While you may have a list of relationship red flags, each email service provider has a list of red flags for emails.
And when you send the same email to thousands of people at the same time, after not sending anything for days or weeks? Major red flag.
That’s where email throttling (or email warmup) comes in.
Instead of sending hundreds or thousands of emails all at once, you can send them over a set period of time, slowly ramping up the number of emails you send.
Green flag.
Of course, no one wants to do this manually. So, use software that lets you schedule and throttle bulk emails. This will help you stay on good terms with ESPs and maintain a better sender reputation.
In Close, this is all done automatically under the hood, so you don’t need to worry about hitting sending limits and triggering spam filters.
Segmentation looks different for each team, but the main idea is to filter out those who shouldn’t receive your email. Each bulk email has a different purpose—when you understand why you want to send this email, you’ll have a better idea of who really needs to see it.
Emily, our Senior Lifecycle Marketing Manager, adds,
“Segment your bulk emails by contact status. For example, you might send emails only to customers, not leads.
“A message you send to a churned customer differs from a message sent to a new lead. Or, in some cases, it will make sense to merge leads and churned customers into one Smart View and send something relevant to both.”
While this might sound like segmenting your audience, it’s more about ensuring your emails are relevant on a tactical level.
What makes a bulk email relevant?
Convey these through a segmented audience, sharp copy, and an intriguing subject line.
If you’re unsure what to write, do a quick research, check internal documents, and look at your audience's social media profiles.
We guarantee that bulk mailing based on research will be better than 80 percent of emails that landed in your mailbox in the last few days.
Here’s an example: Let’s say you sell a SaaS tool for designers, and want to reach out to users who haven’t engaged with the tool in a while. Here’s a relevant email you could send to encourage engagement within this segment:
We all love to get creative with CTAs and button copy. (Or, is that just me?)
But the most compelling CTAs are short and clear. No muss, no fuss, no confusing multi-choice CTAs. This isn’t a choose-your-own-adventure book, this is an email. Keep it simple, and you’ll see more people taking the action you want them to take.
Here’s an example:
Compliance with privacy regulations is crucial for everyone. Not only is it essential to stay compliant with stricter laws, but it’s also ethically the right thing to do. Getting your audience’s consent before sending them emails makes you a law-abiding citizen, and a better human being.
A couple of important points:
Every team has different goals for their bulk emails, and the metrics to track will vary. Start by defining your goal. What do you want to achieve with this bulk communication?
Got a goal? Great.
Now, open a spreadsheet and list email marketing metrics like open rate, click rate, conversion rate, and email response rate. Then, analyze which are most important for your team.
For example:
Marketing emails spark interest, drive engagement, and build anticipation for new and exciting information.
But doing all that isn’t easy.
There is a lot of BS in the marketing mailing sphere (thanks to generic, AI-driven, templated content), so we’ll share examples against which we can benchmark.
Here are four bulk mail best practices crafted for marketers.
With a clear brand voice and messaging guidelines, people know it’s you from a mile away.
Consistency in your messaging builds recognition and trust. Our brains love patterns, so stay true to your voice across all your emails. A great example is Mark Ritson, known for his blunt and provocative commentary.
His email showcases his unique style and clear value proposition, making it unmistakably his.
Ask yourself how many times you bought something because you got a coupon, it was a last-minute sale, or simply because your close friend bought it.
We all fall for these persuasive techniques. And that’s alright. The thing is, if we’re genuinely selling something useful to the buyer, there's nothing wrong with using these tricks.
Grab a couple of examples:
Here’s an example of an email from Floyd that uses scarcity to push their promotion.
When it comes to email cadences, our email expert Emily says marketers often ask, “How many emails are too many? How often should we send them?"
Here’s the deal:
Should you send bulk mail daily? Well, it depends on your business.
From Emily’s experience, it can be too much work for small business owners and likely too much for your audience. Often, it’s not worth losing subscribers for potential revenue from those who stay.
The best cadence is one that is consistent (so they recognize you in their inbox) but not overwhelming (so they don’t automatically delete your email).
Personalization is more than just using a name. Tailor your content based on behavior, preferences, and past interactions. If there was no interaction or behavior, just research and try to understand what is this person’s pain point that you could address.
Yurii Veremchuk, email expert at Woodpecker, shares cool actionable tips around personalization.
Sales teams send bulk emails to nurture prospect relationships, get responses, and well, close deals, right?
Grab these best practices for your team so you can beat out the 90 percent of crappy sales emails and land in the 10 percent that actually resonate with their audience.
Bulk emails can be a one-and-done strategy. But for sales teams, following up can maximize your effort in bulk emails and bring much better results.
Of course, your follow-ups need to count. Avoid templated, boring follows that are “just checking in.” Strategize your follow-up emails and map them to your overarching goal.
Ask yourself, “What do I want to get out of this interaction?” and “What does my audience get from me?”
These two questions will help you adjust each follow-up so it creates a cohesive narrative and gets you responses.
Sometimes, the best way to get noticed is to do something unexpected. Use creative tactics to grab your recipient’s attention and make your email memorable.
This is how the human brain works—we skim, see something that looks familiar, and we forget. But what if there is a pattern break in our inbox?
That’s where our attention is drawn. Use this hook to get interest and give them instant value.
A hands-on example of something that breaks a pattern comes from Jed Mahrle, Founder of Practical Prospecting.
The old rules of social proof are out. According to Peep Laja, Founder at Wynter, there’s a new way to gain trust with your audience.
This goes back to one of our foundations: segmentation. When your audience is clearly segmented into different groups, you can bring them social proof that is specific to their industry, role, or situation. And specific, relevant social proof earns trust.
Your email should be all about the recipient. From the get-go, address their needs, challenges, and goals. Show empathy and make them feel understood.
The worst emails start with “Hope this email finds you well” or, worse, a lengthy sales pitch about the sender’s successes. We all know the type: “My name is John, and I’m the owner of this super cool company. My early passion for finance spurred me to build this company before launching that company.”
While it goes beyond bulk emails (it’s applicable to them, though), sales is about listening, not talking. Making it all about your prospect.
Morgan J Ingram, one of the top voices in B2B sales and marketing, says:
While active listening isn’t applicable from the get-go in bulk emails, we believe that asking questions, reading what prospects say, and referring to their problems, are all crucial steps. Try it before you pitch your solution.
And lastly, a bonus point that summarizes what we talked about and shares a great cold email example. It’s from Armand Farrokh, co-host of the 30 Minutes to President’s Club podcast:
That’s it! While we love tracking "small wins" like open rates and clicks, let's be honest: these metrics can be unreliable and don't always indicate genuine interest.
For ops teams, opens and clicks can be helpful (like confirming people saw a T&C update). In marketing, if your webinar invites lead to sign-ups, you’re golden. But in sales, vanity metrics like opens and clicks just don’t cut it.
For sales folks, what truly matters is the number of responses. Responses show genuine interest, allowing you to warm up leads, build relationships, and address pain points.
Every response is a step closer to sealing the deal. Now, it's your turn.
Take Close for a test ride, set everything according to these best practices, and see how many responses you can get.