All Cheat Sheets
CRM25 minIntermediate

Blast a list without burning your domain

Send a bulk email or SMS to a segment the safe way: consent checked, list cleaned, send throttled, and results measured before the next one.

  1. 1

    Qualify the audience first

    From a smart list, confirm: every contact opted in, DND excluded (bulk actions respect DND, but check your counts), and the segment is genuinely relevant to this message. Relevance is deliverability.

  2. 2

    Clean before you send

    Drop hard-bounced emails and landline numbers from the segment. Blasting known-bad addresses tells inbox providers you do not care.

  3. 3

    Use drip mode for size

    In the bulk action, send in batches (for example 100 every 15 minutes) instead of one dump. Spikes trigger spam filtering and carrier scrutiny; drips look human.

  4. 4

    Send the test five

    Fire the exact message to five internal addresses and numbers first. Check rendering, links, merge fields, and the unsubscribe link.

  5. 5

    Schedule inside the window

    Late morning midweek is a safe default. Never blast at night; see the quiet hours SOP.

  6. 6

    Read the results in 48 hours

    Opens and clicks are directional; complaints and bounces are law. A complaint rate above a fraction of a percent means smaller, more relevant segments next time.

Do it with Claude

Have Claude pre-flight the segment through the MCP: consent tags present, DND excluded, bounce history clean, and a draft of the message tuned to that exact audience.

Watch out for

  • One giant blast to everyone, which trains providers to junk you.
  • No test send, and 4,000 people receive Hi {{contact.first_name}} with the merge broken.