Mail Groups for monday CRM

Mail Groups is a monday CRM app that allows teams to select contacts directly from their board and send one email to the entire group without exporting data. Instead of downloading contact lists or copying email addresses manually, Mail Groups lets you select contacts and email them instantly from inside monday.

Install Mail Groups for monday CRM

Mail Groups allows you to send group emails directly from monday CRM without exporting contact lists. Install the app from the monday marketplace

How to Use Mail Groups

Overview

Mail Groups allows you to select contacts directly from your monday CRM board and send one email to the entire group without exporting data.

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Installation

1. Open your monday workspace

2. Go to the board containing your contacts

3. Click Add View

4. Search for Mail Groups

5. Add the Mail Groups board view to your board

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Select Email Column

Once the Mail Groups view opens:

1. Choose which email column from your board you want to use

2. The app will load all available contacts with email addresses

Mail Groups supports:

• Email column

• Text email column

• Long text email column

• Primary email fields

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Select Contacts

Use the checkboxes to select one or more contact groups.

You can also search for contacts using the search field.

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Available Actions

After selecting contacts you can perform the following actions.

Copy

Copy all selected email addresses to your clipboard.

Compose

Open your default email client with all selected recipients.

Meeting

Generate a calendar invite (.ics file) for all selected contacts.

Deselect

Clear all selections.

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Supported Email Clients

Mail Groups works with any email client including:

• Outlook

• Gmail

• Apple Mail

• Other default email clients

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Support

If you have questions or feedback, contact:

[email protected]