# New UI for Email creation via Bulk action in Contacts > The redesigned Bulk Email Builder inside GHL Customer Care’s Contacts screen provides a modern, unified experience for creating and sending bulk emails… - Source: https://docs.ghlcustomercare.com/docs/marketing/workflow-email-action/new-ui-for-email-creation-via-bulk-action-in-contacts - Section: Marketing / Workflow Email Action - Reading time: 4 min - Images: 7, each explained below --- The redesigned Bulk Email Builder inside GHL Customer Care’s Contacts screen provides a modern, unified experience for creating and sending bulk emails. With built-in pre-send contact filtering, a streamlined design workflow, and powerful tracking tools, you can confidently send personalized messages at scale — without technical complexity. --- **TABLE OF CONTENTS** - [What is the Bulk Email Builder?](#what-is-the-bulk-email-builder)[](#dynamic-custom-object-labels-new) - [Dynamic Custom Object Labels (New)](#dynamic-custom-object-labels-new)[](#why-this-matters) - [Why this matters](#why-this-matters)[](#where-youll-see-this) - [Where you’ll see this](#where-youll-see-this)[](#key-benefits-of-the-new-bulk-email-builder) - [Key Benefits of the New Bulk Email Builder](#key-benefits-of-the-new-bulk-email-builder)[](#pre-send-contact-filtering) - [Pre-Send Contact Filtering](#pre-send-contact-filtering)[](#email-creation-modes) - [Email Creation Mode](#email-creation-modes) - [Quick Compose](#quick-compose)[](#smart-builder) - [Smart Builder](#smart-builder)[](#select-existing-template) - [Select Existing Template](#select-existing-template)[](#additional-email-settings) - [Additional Email Settings](#additional-email-settings)[](#sending-test-emails-and-reviewing-campaigns) - [Sending Test Emails and Reviewing Campaigns](#sending-test-emails-and-reviewing-campaigns)[](#sending-options) - [Sending Options](#sending-options)[](#how-to-set-up-and-send-bulk-emails) - [How to Set Up and Send Bulk Emails](#how-to-set-up-and-send-bulk-emails)[](#view-deeper-bulk-action-performance-load-more-stats) - [View Deeper Bulk Action performance (Load More Stats)](#view-deeper-bulk-action-performance-load-more-stats)[](#where-to-view-performance) - [Where to View Performance](#where-to-view-performance)[](#frequently-asked-questions) - [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles) - [Related Articles](#related-articles) --- ## **What is the Bulk Email Builder?** The Bulk Email Builder is the enhanced email creation interface that appears when you select **Send Email** within the **Contacts → Smart Lists** section. It unifies all three of GHL Customer Care’s email editing options — **Quick Compose**, **Smart Builder**, and **Template Selection** — into one seamless flow. This experience simplifies how you design, personalize, and deliver your email campaigns while ensuring invalid or unsubscribed contacts are filtered out automatically for compliance and deliverability. --- ## **Dynamic Custom Object Labels (New)** The Bulk Email Builder now uses **dynamic custom object labels** instead of hardcoded “Contact” or “Contacts” text. This ensures the Bulk Email modal automatically reflects the object label configured in your account, such as **Leads**, **Clients**, or another custom object. ### **Why this matters** - Keeps the Bulk Email experience consistent with your CRM configuration - Supports accounts that rename or replace the default Contact object - Improves clarity when working with custom objects - No setup or action required — labels update automatically ### **Where you’ll see this** - In the **Bulk Email modal header and helper text** when sending emails via: **Contacts → Smart Lists → Bulk Actions → Send Email** > This update only affects displayed labels. Bulk Email functionality, recipient selection, filtering, and delivery behavior remain unchanged. ![Where you’ll see this (image 1 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064218838/original/XKAo-k5BK6S8v3-sLrYPHakocBNiwSPyEQ.png) **Where you’ll see this (image 1 of 7)** This screenshot appears in the "Where you’ll see this" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: This update only affects displayed labels. Bulk Email functionality, recipient selection, filtering, and delivery behavior remain unchanged. Immediately after, the guide continues: The new Bulk Email Builder introduces several enhancements designed to improve usability, accuracy, and performance monitoring. - What this covers: This update only affects displayed labels. Bulk Email functionality, recipient selection, filtering, and delivery behavior remain unchanged. - Controls: Bulk Email modal header and helper text - Next: The new Bulk Email Builder introduces several enhancements designed to improve usability, accuracy, and performance monitoring. --- ## **Key Benefits of the New Bulk Email Builder** The new Bulk Email Builder introduces several enhancements designed to improve usability, accuracy, and performance monitoring. - **Unified workflow:** All email creation options (Quick Compose, Smart Builder, Templates) are accessible in one place. - **Pre-send filtering:** Automatically excludes invalid and unsubscribed contacts before sending. - **Consistent experience:** All builders share similar layouts, making onboarding easier for teams. - **Advanced tracking:** Enable link tracking, UTM tagging, and automation tags directly in the editor. - **Reliable delivery metrics:** Access standardized reports and stats across all email sources (Contacts, Campaigns, and Workflows). - **Unified composer:** Matches Campaigns and Workflows for a consistent email-building experience. --- ## **Pre-Send Contact Filtering** Pre-send contact filtering ensures only valid recipients receive your message. GHL Customer Care automatically reviews your selected contacts and displays a summary that shows: - Total contacts selected - Filtered contacts (invalid or unsubscribed) - Final recipient list This feature helps protect your sender reputation and improves email deliverability. ![Pre-Send Contact Filtering (image 2 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064218841/original/wfmZ-psbA9_NmFL3yC6dbxwItRUqxbn9MQ.png) **Pre-Send Contact Filtering (image 2 of 7)** This screenshot appears in the "Pre-Send Contact Filtering" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: This feature helps protect your sender reputation and improves email deliverability. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: The Bulk Email Builder offers three flexible creation modes to match your workflow and design preferences. - What this covers: This feature helps protect your sender reputation and improves email deliverability. - Fields: Total contacts selected, Filtered contacts (invalid or unsubscribed), Final recipient list - Next: The Bulk Email Builder offers three flexible creation modes to match your workflow and design preferences. Full procedure: 1. Total contacts selected 2. Filtered contacts (invalid or unsubscribed) 3. Final recipient list --- ## **Email Creation Modes** The Bulk Email Builder offers three flexible creation modes to match your workflow and design preferences. ### **Quick Compose** Ideal for quick announcements or transactional updates. A simple text-focused editor for fast communication. ### **Smart Builder** A powerful builder that allows you to choose your editing experience: - **Design Editor** (visual, drag-and-drop) - **Code Editor** - **Plain Text Editor** ![Smart Builder (image 3 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064218844/original/ngcorEPkoMlrOw8YkfHwoSmJ9e36UsVfeQ.png) **Smart Builder (image 3 of 7)** This screenshot appears in the "Smart Builder" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: Design Editor (visual, drag-and-drop) Code Editor Plain Text Editor. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Choose from your saved templates or browse the Template Library to use pre-designed layouts for consistency and speed. - What this covers: Design Editor (visual, drag-and-drop) Code Editor Plain Text Editor - Fields: Design Editor (visual, drag-and-drop), Code Editor, Plain Text Editor - Controls: Design Editor, Code Editor, Plain Text Editor - Next: Choose from your saved templates or browse the Template Library to use pre-designed layouts for consistency and speed. Full procedure: 1. Design Editor (visual, drag-and-drop) 2. Code Editor 3. Plain Text Editor ### **Select Existing Template** Choose from your saved templates or browse the Template Library to use pre-designed layouts for consistency and speed. --- ## **Additional Email Settings** Advanced settings help marketers measure performance, automate actions, and enhance personalization. Expand the **Additional Settings** drawer to access: - **Track Clicks:** Monitor which links were clicked and who clicked them. - **UTM Tracking:** Automatically append campaign parameters to URLs for analytics. - **Add Tags:** Automatically apply contact tags based on engagement behavior. ![Additional Email Settings (image 4 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064218877/original/gsQFZ5ksg69zXIkJJCWezrILiqouj-sR-A.png) **Additional Email Settings (image 4 of 7)** This screenshot appears in the "Additional Email Settings" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: Track Clicks: Monitor which links were clicked and who clicked them. UTM Tracking: Automatically append campaign parameters to URLs for analytics. Add Tags: Automatically apply contact tags based on engagement behavior. Immediately after, the guide continues: Before sending, you can send a test version to verify layout and content. - What this covers: Track Clicks: Monitor which links were clicked and who clicked them. UTM Tracking: Automatically append campaign parameters to URLs for analytics. Add Tags: Automatically apply contact tags based on engagement behavior. - Controls: Additional Settings - Next: Before sending, you can send a test version to verify layout and content. Full procedure: 1. Track Clicks: Monitor which links were clicked and who clicked them. 2. UTM Tracking: Automatically append campaign parameters to URLs for analytics. 3. Add Tags: Automatically apply contact tags based on engagement behavior. --- ## **Sending Test Emails and Reviewing Campaigns** Before sending, you can send a test version to verify layout and content. 1. Enter a **Test Email ID** 2. Click **Send Test Mail** 3. Click **Review Campaign** to preview and confirm details before sending ![Sending Test Emails and Reviewing Campaigns (image 5 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064218879/original/vwMhPG4ikAo8MsK4H83s0juPlIwZDO-xzg.png) **Sending Test Emails and Reviewing Campaigns (image 5 of 7)** This screenshot appears in the "Sending Test Emails and Reviewing Campaigns" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: Enter a Test Email ID Click Send Test Mail Click Review Campaign to preview and confirm details before sending. Immediately after, the guide continues: The Bulk Email Builder supports multiple send modes to fit your delivery needs. - What to fill in: Enter a Test Email ID Click Send Test Mail Click Review Campaign to preview and confirm details before sending - Controls: Test Email ID, Send Test Mail, Review Campaign - Next: The Bulk Email Builder supports multiple send modes to fit your delivery needs: Full procedure: 1. Enter a Test Email ID 2. Click Send Test Mail 3. Click Review Campaign to preview and confirm details before sending --- ## **Sending Options** The Bulk Email Builder supports multiple send modes to fit your delivery needs: - **Send All at Once:** Immediately sends to all recipients. - **Send at Scheduled Time:** Schedule a specific send date and time. - **Send in Drip Mode:** Gradually sends emails in batches to optimize inbox placement. --- ## **How to Set Up and Send Bulk Emails** 1. Navigate to **Contacts → Smart Lists** 2. Select the contacts or Smart List you want to email 3. Click **Send Email** from the Bulk Actions toolbar 4. Choose your creation mode: - Quick Compose - Smart Builder - Select Existing Template 5. Compose your email content 6. Review recipients in the confirmation modal 7. Send a test email if needed 8. Click **Review Campaign** 9. Choose a send mode and click **Send Email** ### **View Deeper Bulk Action performance (Load More Stats)** **Load More Stats** gives you quick outcome metrics. For deeper performance reporting (opens, clicks, bounces, and comparisons across send sources), use **Load More Stats** to open the full Email Statistics dashboard. ![View Deeper Bulk Action performance (Load More Stats) (image 6 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064549404/original/EGphy1oIsSE4CA2FFbRcjkiw6D-8r-QdfQ.gif) **View Deeper Bulk Action performance (Load More Stats) (image 6 of 7)** This animation appears in the "View Deeper Bulk Action performance (Load More Stats)" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: Load More Stats gives you quick outcome metrics. For deeper performance reporting (opens, clicks, bounces, and comparisons across send sources), use Load More Stats to open the full Email Statistics dashboard. Immediately after, the guide continues: Go to Marketing → Emails → Statistics (All-in-One Dashboard). - What this covers: Load More Stats gives you quick outcome metrics. For deeper performance reporting (opens, clicks, bounces, and comparisons across send sources), use Load More Stats to open the full Email Statistics dashboard. - Controls: Load More Stats - Next: Go to Marketing → Emails → Statistics (All-in-One Dashboard). --- ## **Where to View Performance** Go to **Marketing → Emails → Statistics (All-in-One Dashboard)**. This dashboard aggregates Campaigns, Workflows, and Bulk Actions.  ![Where to View Performance (image 7 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064548849/original/ZqxLsoNBA5lGPSfuhfzWziJ9H2KT07wN8g.jpeg) **Where to View Performance (image 7 of 7)** This screenshot appears in the "Where to View Performance" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: This dashboard aggregates Campaigns, Workflows, and Bulk Actions. Immediately after, the guide continues: Q: Will unsubscribed or invalid contacts receive my email? - What this covers: This dashboard aggregates Campaigns, Workflows, and Bulk Actions. - Next: Q: Will unsubscribed or invalid contacts receive my email? --- ## **Frequently Asked Questions** **Q: Will unsubscribed or invalid contacts receive my email?** No. The system automatically excludes unsubscribed, invalid, or DND-marked contacts. **Q: Can I use my existing templates from other areas of GHL Customer Care?** Yes. Templates from My Templates or the Template Library are available. **Q: Can I track performance for bulk emails?** Yes. Opens, clicks, and bounces are tracked under Bulk Actions → Show Stats. **Q: Can I automate tagging based on engagement?** Yes. Use the **Add Tags** option under Additional Settings. **Q: Are Smart Lists dynamically updated for scheduled sends?** No. Contacts are captured at scheduling time. --- ## **Related Articles** - [Upgraded Bulk Actions Interface for Contacts & Smart Lists](https://docs.ghlcustomercare.com/docs/contacts/bulk-actions/bulk-actions-for-contacts-smartlists) - [Guide to Pre-Built Contact Segments](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/guide-to-pre-built-contact-segments) - [Getting Started – Setup Email, Phone, and SMS](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/getting-started-setup-email-phone-and-sms) - [An Introduction to Email Deliverability](https://docs.ghlcustomercare.com/docs/email/deliverability/an-introduction-to-email-deliverability) - [Understanding UTM Parameters for Email Campaigns](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/understanding-utm-parameters-for-email-campaigns) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com