Bulk Email to Mailing List – Upwork


I need help emailing a list of clients. This isn’t email marketing or prospecting. This is so we can communicate important things to our clients. We would start with a segmented list – individuals, partnerships, corporations, charities – and then, on occasion, send an email to – say – 100 businesses. Or 500 individuals. I’d want the system to be able to record the type – individual, S-Corp, C-Corp, partnership, trust, charity, etc. And the name of the company if it is a company (name of trust if it’s a trust). In other words – not just name and email. Here’s our pain point – when there is a new tax law change and we want to communicate with multiple clients at once. Like when tax filing deadlines were changed during COVID, I’d want to send a nice templated email to a list of 500 individuals. Or if there’s something to communicate to businesses, I’d want to send a nicely designed email to 200 businesses to communicate the important information. This would probably be 3-6 emails per year to businesses, same to individuals (deadline reminders, etc.) Across all of the different types, I suppose it would be a minimum of 10 emails every year, a maximum of 50 emails every year – that kind of volume. But I’d want the emails to be able to dynamically include information – name, business name, business type, etc. Now, where I need help is I have no idea what technology or system is best. I need help on how to approach this problem. We need to send occasional emails to a large group of existing clients to convey/communicate information. Example: on March 15 send an email that says "Filing Deadline approaching" "Please be reminded the April 15 deadline is approaching soon and get information to us as soon as you can." Or to business – New Tax Law Changes for 2024. And include a message.

– existing client list
– client communications – not marketing or selling
– need to have fields for client type, business/trust name
– need to be able to dynamically add info to emails
– need to have well-designed messages

Should I be looking at email marketing solutions? Active Campaign? Campaign Monitor? Other types of technologies?

What would work best to send bulk emails to my client list in a well-designed, good-looking email?

Hourly Range: $12.00-$50.00

Posted On: January 26, 2024 02:46 UTC
Category: Email Marketing
Skills:Email Template Development, Email Campaign Setup, Email Marketing, Email Communication, Email Deliverability, List Building, Email & Newsletter

Skills: Email Template Development, Email Campaign Setup, Email Marketing, Email Communication, Email Deliverability, List Building, Email & Newsletter
Country: United States

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