How do I filter contacts for mailings?

Modified on Thu, 11 Aug 2022 at 11:58 AM

All your business contacts can be found on the Contact list screen. On this screen you can perform mass actions by means of filters, including sending a group mailing.


Sending group mailings is only available in Pro and Enterprise versions.


Here are the steps:

  1. First decide on the basis of which criteria you want to create your group mailing. This can be based on a contact type, tag, keyword or any contact field.
  2. Then create your filter. This is a few ways to do that. Click Filter contacts at the top of the screen or choose one of the filter options within the Contact widget on the right.

  3. Whichever option you choose, in all cases SpinOffice will indicate what you want to filter on:
    • If you choose the Filter contacts option, you can create the desired conditions for your selection yourself; for example "company name is...", or "contact type is...", or "zip code contains...".
    • If you choose a filter options within the Contact widget, all contacts will be filtered with the same value.
  4. Apply the desired filter. As an example we choose the label 'hot prospects' to send a mailing to.
  5. All contacts are shown in the place where your contacts normally are. See below. All 12 'hot prospects' are shown:

  6. Then click on Mass Actions at the top of the screen:

  7. The following options are displayed:

  8. Choose Send group mailing.
  9. A new screen will open where you can type a message in the default template.

  10. Fill the template with content or choose an existing email template at the bottom.
  11. Make sure to enter a subject. That is mandatory. This is also the subject as the recipients see it.
  12. At the top you can change your sender identity, at the bottom the option to send the mailing as a private message.
  13. Is your template ready to send? Then click Send at the top left.
  14. Choose Create concepts or Send.
  15. If you choose Create concepts, these can be found in the Concepts folder in your Inbox.


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