Key takeaways
- Email a segment whose members share the reason for the message.
- Template send goes from your own Gmail or Outlook mailbox, so replies arrive as ordinary threads.
- Template send always asks for approval, whatever the execution mode.
- It sends one template once; it is not a sequence or a newsletter tool.
Which CRM segment should you email
Email a segment whose members share the reason for the message; if you would have to explain to each person why they got it, the segment is wrong. Good segments are defined by something the email speaks to, such as customers on one plan, attendees of one event or the leads from one lead generation run.
A segment built only because it is large produces a message vague enough to fit everyone, and so persuades no one in particular.
How do you email a CRM list from your own mailbox
Connect the mailbox you send from, then use template send to deliver one template to the segment through it. In Settings, Connections, connect Gmail or Outlook; you can connect more than one inbox per provider, and when both providers are connected the assistant asks which to use.
Because the email leaves from your own mailbox, replies come back to you as normal threads you can answer in Smartbox. Template send is the one email action that never runs without you: in Manual, Plan and Auto alike it stops for approval, so the last check on the template and the segment is always yours.
How do you email the new leads segment after a lead run
Email new leads by working from the segment the run created, after checking who is in it. Find fresh leads draws on Pebbles Ai's own B2B contact database, GDPR compliant, and each run finds 1 to 100 leads at up to ten named companies, landing them as CRM contacts in one segment.
Work emails come with a confidence score and a catch-all flag. Remove contacts whose address looks doubtful before you send rather than after a bounce, and write the email around why you picked those companies: a segment from three named target accounts deserves a different message from a broad one.
When is bulk email from a CRM the wrong tool
Bulk email from a CRM is the wrong tool when the message needs to change from person to person, or when you want timed follow-ups. Template send delivers one template to a segment; it does not schedule sends or run a multi-step sequence.
For a personal first touch, ask the Marketing assistant to draft individual emails instead; they are saved as drafts in your connected mailbox for you to check and send. And whichever route you take, send only to people you have a lawful reason to contact, and honour every request to stop.
How to email a CRM segment, step by step
Allow a few minutes to check the segment; that is the step that matters.
- Connect the Gmail or Outlook mailbox you send from in Settings, Connections.
- Open the CRM segment, such as the leads from your last run, and remove anyone who should not get this message.
- Write the template, or ask the Marketing assistant to draft it in your brand voice.
- Ask the assistant to send the template to the segment through your mailbox.
- Check the template and the segment once more, then approve the send; template send asks in every mode.
Where Pebbles Ai fits
- CapabilityOutreach contentTemplate send delivers a template to a CRM segment through your connected Gmail or Outlook mailbox, and always asks for approval, in every mode.
- CapabilityProspecting & customer recordsLeads from a Find fresh leads run land as CRM contacts in their own segment, with a work email where one is found, a confidence score and a catch-all flag.
Common questions
Does template send ever run without approval?
No. Template send always asks for approval first, in Manual, Plan and Auto alike.
Is template send a newsletter or sequence tool?
No. It sends one template to a segment from your own mailbox. It does not schedule sends or run follow-up steps.
Which mailboxes can I send a segment email from?
A connected Gmail or Outlook mailbox. You can connect more than one inbox per provider and choose which one sends.
About this page. Written by the Pebbles Ai team for people who run sales, marketing and growth. Last updated .
