Email Integration for Sales teams

Nice post Carey, thanks.

A couple of questions.

  1. What’s the realistic limit of people to have in a list such as this? For example if the Board is linked to a form on website, and hundreds, or thousands of pulses come in, is it workable to manage a board in this way? What become the limitations and challenge when operating such a list at scale?

2 Have you found a way to email everyone in a list at once, without having to change the Status of each one one by one? I’ve tried to work out how to do this with the automation ‘When Column changes’, but cannot work out what ‘changes’ trigger an email (other than changing status of a particular pulse).

  1. Is it possible to only email out pulses in a given group. For example, if there’s a group of ‘active users’ and ‘dormant users’ is it possible to mass mail only the active ones?

Thanks for your help,

Andy