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Bulk Emailing & Automated Email Sending

  • Under review

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Trail Software

The ability to email multiple clients (based on filters) through Trail, as well as have some emails be sent automatically, such as birthday and servicing emails.

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Activity Newest / Oldest

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Trail Software

Status changed to: Under review

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Theresa Hatton

An absolute essential and given the new FAP world somewhat urgent


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Yes, please this would be great!


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Be good to incorporate more flexible functionality to create Automations within Trail instead of having to use third-party apps through API. this can sit within the Automations section of trail where the policy and rate rollovers sit.


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I agree!


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Trail Software

Status changed to: Planned