Sending a Mass Email

First, click the message icon on the top right of Soraban, and click the Plus icon next to My Conversations.

Next, select Mass Email, and select either All Clients or Assigned Clients.

Fill out the subject line and the message. The message will include "Hi Client's first name," so there is no need to have a greeting.

You can also send a test email to yourself by clicking Send Test Email To Myself.

If you are satisfied with the test email, click Send to send the email to all or assigned clients! Easy peasy. There is no limit to the number of clients you can mass email.

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