Guide to Using Blast Email (Desktop)

Corresponding with Contacts is crucial in any business, and using PensionPro’s Blast Email tool means having an easy means to reach out to them on a global scale while still allowing for personalized messages in just one step. PensionPro was developed to provide the efficiencies firms need to operate and grow. Blast Email is just one of the functionalities in the system that help reach that goal. The attached guide will explain the ins and outs of Blast Emails, from the very beginning of setting up preferences to best practice tips. This guide is meant to be able to take a user through the full setup of Blast Email and be up and running and confident using the feature.

Tier Availability: Team, Core, Essential, Premium, Business

Security Rights Required: Blast Email


Click the PDF attachment below to begin.