Upfluence offers multiple ways to send bulk emails to influencers, depending on your workflow. Whether you need automated follow-ups or a simple bulk email solution, here’s how you can do it:
Option 1: Bulk emails + Automated follow-ups
💡 Exclusive to users with Campaigns in their plan
Best for:
Sending bulk emails with automated follow-ups
Structuring multi-step outreach for higher response rates
Reducing manual effort while maintaining engagement
How it works:
Create a Campaign and set up email templates for each step.
Add follow-up templates and configure follow-up rules.
Add influencers to the campaign.
Follow the campaign steps to send emails based on your setup.
Check How to set up email automation in your campaign for more details.
🚀 Want to try it out? If you don’t have Campaign in your plan, send our team a message to start a free trial!
Option 2: Bulk emails without Campaigns
If you don’t have access to Campaigns, you can still send bulk emails using these alternative methods:
1. From the Community table view
💡 Best for: Contacting multiple influencers directly from your Community table view.
How to send emails:
Open the Community table view, select the influencers you want to contact.
Click + Create > Email.
Name your mailing (for internal reference).
Compose your email subject and content.
Click Send.
🔔 Note: The email sender cannot be changed after the first email is sent.
2. From your Search List
💡 Best for: Contacting influencers directly from a saved list.
How to send emails:
Open the List you want to use.
Click the Envelope icon → "✓ Contact selected influencer(s)".
Follow the same steps as above in the Community table view (naming, sender selection, subject, and content).
3. From the Inbox table view
💡 Best for: Following up with influencers you’ve previously reached out to.
How to send emails:
Open the Inbox table view, select the influencers you want to contact.
Click "New mailing".
Follow the same steps as above in the Community table view (naming, sender selection, subject, and content).
Best practices for emailing influencers
1. Use HTML Formatting
🛠️ For advanced customization, use the “</>” HTML editor to apply special fonts and styles.
2. Personalize emails with merge fields
📧 Make your emails feel more personal by using merge fields and fallback values. This allows you to automatically insert details like the influencer’s first name, social handle, or any personalised information into each email.
Learn more here: How to personalize emails using merge fields and fallback values
3. Reuse existing Mailings
🔄 Instead of creating a new mailing, keep adding influencers to an existing Mailing with the same content.
How to add influencers to an existing mailing:
From the Search List:
Select a List. Click "Add to" → "Add selected influencers to".
Choose your mailing and add your list.
From the Community table view:
Select an influencer.
Click "Add to".
Choose your mailing and add them.
4. Preview your email before sending
👀 Ensure your email looks perfect by previewing it and sending a test email. Learn How to preview your mailing content and send yourself a sample email
📩 Now that you’ve sent emails, learn how to track delivery status and manage influencer responses in Upfluence. Read next: How to review my mailings delivery and reply to influencers
Frequently Asked Questions:
1. Is adding fallback values to merge fields in email templates mandatory?
No, adding fallback values is not mandatory, but it is highly recommended.
If a merge field is missing data for a recipient (e.g.,
{first_name}is empty), the email will not be sent, and you will receive an error notification email.To avoid this, you can add a fallback value (e.g.,
{first_name|there}), so if the recipient’s first name is missing, it will default to “there” (e.g., “Hey there!”).
2. How can I cc someone in my email?
You can CC or BCC someone in both new emails and replies.
Click "CC" or "BCC" when composing a new email.
Add the recipient’s email address.
Make sure to save your changes before sending.
🔔 Note for bulk emails: If you CC someone in a bulk email, they will be looped into every individual email thread with each influencer.
For replying to an existing email thread:
Click "Reply" and then "CC/BCC".
Enter the email address and hit Enter on your keyboard to save it.
💡 Pro Tip: If you're in a thread with multiple recipients and want to reply to all, go to the "Email" tab in the influencer’s profile. Click the ↰ Reply to All button next to "From".
3. Formatting issues in sample emails from Upfluence
If you send yourself a sample email from Upfluence and notice that the formatting appears off, the issue might be due to invisible formatting within the email template. Here's how to address this:
Switch to Code View: In your email template editor within Upfluence, switch to the "Code view" mode. This mode allows you to see all the HTML formatting that's not visible in the standard editing view.
Identify and Remove Unnecessary Tags: Look for unnecessary <br> tags within the code. These tags are used for line breaks and could be causing unwanted spacing or formatting issues in your email.
Delete Unnecessary <br> Tags: Carefully remove all the unnecessary <br> tags you find. This action should help fix the formatting issues in your sample email.
By cleaning up the hidden formatting in your email template, you should be able to achieve the desired appearance for your emails. Always preview your email after making changes to ensure the formatting looks as expected before sending it to your audience.
