Introduction
This article describes how to send a mass email in Cloven CRM.
Please follow the steps below to send a mass email.
Step 1: Create an Email Template
Before sending a mass email, you need to create a template.
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Click the Setup icon (⚙️) in the top-right corner
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Go to Customization → Templates
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Click New Template
Select the module:
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Contacts (for general CRM)
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Borrowers (for BluMortgage users)
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Click Next
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Choose Blank Template
Fill in the required fields:
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Template Name (e.g., Test)
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Subject (e.g., Test Email)
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Email Content (your message body)
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Under Save To, choose a folder (e.g., Public Email Templates)
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Click Save
Step 2: Go to the Module
- Navigate to the module where you want to send emails from:
- Contacts or
- Borrowers
Step 3: Select Records
- Choose a list view (e.g., All Borrowers)
- Select the records you want:
- You can select all records, or
- Filter based on criteria (e.g., Maturity Date this year)
Step 4: Start Mass Email
- Click the three dots (⋯) in the top-right corner
- Select Mass Email
- Choose your Email Template (e.g., Test)
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Confirm the Sender Email Address
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Verify recipients (selected records)
👉 Note: Each recipient will receive the email individually (not as a group email)
Step 6: Optional – Set Triggers
You can track email activity such as:
(Optional depending on your setup)
Step 7: Send the Email
- Click Send to send immediately
After sending, you can review:
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Delivery status
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Open rates
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Click activity
How to Use