CRM & Outreach

Bulk email, inside the ATS

Get a requirement in front of a whole list without exporting it to a separate mailing tool and losing track of who was contacted.

The problem it solves

A hot requirement needs to reach forty vendors and two hundred consultants today. Done from a mailing tool, that means exporting a list, rewriting the job description, attaching the PDF again, and then having no record in the ATS of who was contacted about which role. The follow-up conversation a week later starts with somebody asking who we sent this to.

Running it from the requirement removes all of that. The template already knows the role, the attachment is the one on the requirement, and the send is recorded against it.

What it does

  • Upload a contact list from CSV or Excel — validated and deduplicated before anything sends
  • Save any list and reuse it, which is what makes recurring roles and vendor groups quick to contact
  • Short, detailed or AI-drafted templates, with subject and body populated from the requirement
  • Attach the job description, requirement PDF or any supporting document
  • Send now or schedule for a specific date and time
  • Personalise per recipient with dynamic fields where your list carries them
  • Delivery throttled automatically to stay inside provider limits
  • Bulk Email History showing list, recipient count, send time and delivery status
  • Download the failure list and resend, rather than guessing what got through

Every message sent individually

No recipient sees another recipient. That matters when the same requirement goes to competing vendors, and it is the detail that makes people distrust a mail merge done from a spreadsheet.

Where it fits

Bulk email sits alongside the rest of the CRM — the deals pipeline, the contact database, automated multi-step sequences and the campaign template builder — so a list you build for one requirement is still there for the next one. See the full CRM.

Bulk email FAQ

Can I upload my own contact list for bulk email?

Yes. Upload a CSV or Excel file of email addresses. The system validates the list and removes duplicates before anything is sent.

Can I save lists for future use?

Yes. Any uploaded list can be saved and reused, which is what makes recurring roles and standing vendor groups quick to contact again.

Does SG Connect support email templates?

Yes. Choose a short, detailed or AI-generated template; the subject and message populate from the requirement rather than being retyped.

Can I attach documents to a bulk email?

Yes. Job descriptions, requirement PDFs and any supporting documents attach the same way they do on a single email.

Can bulk emails be scheduled?

Yes. Send immediately or schedule delivery for a specific date and time.

How does SG Connect handle large sends?

Delivery is throttled automatically to stay within provider limits. You do not manage rate limits yourself.

Can I see whether a bulk email was delivered?

Yes. Bulk Email History records the list name, recipient count, send time and delivery status for every send.

Can messages be personalised for each recipient?

Yes. Dynamic fields such as name and email populate per recipient where those values exist in the uploaded list.

What is bulk email delivered through?

SendGrid, which handles delivery, tracking and analytics.

Can vendors receive bulk emails?

Yes. Any list you upload can be emailed — vendors, candidates or a custom group.

What happens if an email fails?

Failures are logged in Bulk Email History. The failure list can be downloaded and resent.

Can I send bulk emails for more than one requirement?

Yes. Bulk email can be sent against any requirement, and each send is tracked separately.

Is there a limit on how many emails I can send?

Your limit follows your SendGrid plan, and all tiers are supported — from small batches to high-volume sends. We can talk through the numbers on a demo.

Will recipients see each other's email addresses?

No. Every message is sent individually. No recipient sees another.

See it running on your own list