Individual
Sending an Individual Email
From any contact or lead detail page:
1Click Send Email in the header action buttons.
2The email composer opens with the recipient’s email pre-filled.
3Choose a template (optional) or write your email from scratch.
4Review the subject and body — variables are previewed with real values.
5Click Send.
✓ The email is delivered immediately and logged on the contact’s activity timeline.
Bulk
Sending Bulk Emails
To send the same email to multiple contacts or leads:
1
Filter your list
Go to Contacts or Leads and apply filters to target the right audience (e.g., Stage = Nurturing, Source = Website Form).
2
Select records
Check the box in the list header to select all records matching your filter, or select individual records manually.
3
Send email
Click Actions → Send Email. Choose an email template. Preview the email with sample variable values.
4
Confirm and send
Review the recipient count and click Send to X Recipients. Emails are queued and sent over the next few minutes to avoid spam triggers.
⚠️Bulk emails are sent to all selected recipients, even those you may have recently emailed. Check for contacts already in active automation sequences before sending a manual bulk email to the same group.
SMTP
Configuring SMTP
📧 SMTP lets you send emails through your own email provider (Google Workspace, Microsoft 365, Mailgun, SendGrid, etc.).
Go to Settings → Email → SMTP and configure:
| Setting | Value |
|---|---|
| AWS Access Key ID | From your IAM user credentials |
| AWS Secret Access Key | From your IAM user credentials |
| AWS Region | us-east-1 |
| From Email | A verified SES email address or domain |
| From Name | The name recipients see |
🔌 Click Test Connection to verify the settings before saving.
Google Workspace SMTP
Use
smtp.gmail.com on port 587. For the password, create an App Password in your Google account security settings (requires 2FA to be enabled). Do not use your regular Google password.Microsoft 365 SMTP
Use
smtp.office365.com on port 587. Use your Microsoft 365 email and password. If your organization enforces Modern Authentication, use the Microsoft 365 integration instead of SMTP.Sendgrid / Mailgun
Use the provider’s SMTP relay credentials. Set the From Email to an address on a domain you’ve verified with the provider.
SES
Configuring Amazon SES
☁️ Amazon SES is a high-volume, cost-effective sending option suitable for workspaces sending thousands of emails per month.
Go to Settings → Email → SES and enter:
| Setting | Value |
|---|---|
| AWS Access Key ID | From your IAM user credentials |
| AWS Secret Access Key | From your IAM user credentials |
| AWS Region | us-east-1 |
| From Email | A verified SES email address or domain |
| From Name | The name recipients see |
1Verify your sending domain in AWS SES (add TXT and DKIM records to your DNS).
2Create an IAM user with
ses:SendEmail and ses:SendRawEmail permissions.3Request production access from AWS to send to unverified addresses (sandbox mode only allows verified emails).
📌Once SES is configured, all emails sent from ParsaLink — including automation emails — will route through SES. Monitor your SES sending metrics in the AWS console to track bounce and complaint rates.
Tips
Email Deliverability Tips
✓Use a custom domain — Sending from
[email protected] is far more trustworthy than a generic provider domain.✓Set up SPF, DKIM, and DMARC — These DNS records authenticate your emails and significantly reduce the chance of landing in spam.
✓Warm up new domains — Start with small send volumes and gradually increase over 2–4 weeks when using a new domain or SES account.
✓Keep lists clean — Use suppression lists and regularly remove hard bounces to protect your sender reputation.