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Email Marketing

Send high-quality emails in minutes that engage contacts and sell your services, right from B12. Pre-written messages, on-brand templates, easy editing, and automated workflows make it simpler to foster your firm’s relationships without requiring hours of your time.

Email Marketing

Engage your contacts in minutes

  • Send reminder, confirmation, and marketing emails to your contacts without leaving B12
  • Import or manually add your existing professional contacts, then add new prospects and clients any time
  • Choose from a collection of pre-written, occasion-specific email messages and make edits, or write your own from scratch
  • Emails are automatically designed to reflect your website’s branding, colors, and fonts
  • Add images from your website or Unsplash and edit an email's design as much as you'd like
  • Set up automated emails when someone submits a form, schedules an appointment, or receives an email from you
  • View your email history with a specific contact in the Contact Manager
  • Tag email contacts individually or in bulk to remind yourself of their next steps or to follow up with them

Engage your contacts in minutes


What is Email Marketing?

Email Marketing allows you to reach your customers and prospects with built-in email features that integrate with your online presence. AI automatically generates emails to match your branding, with the option to use pre-written messages as a starting point to save time and ensure quality. You’ll find Email Marketing in the B12 Editor under “Your business”.

Can I view sent emails?

All email interactions with clients and prospects, as well as website form submissions, contact details, on-site chat messages, and intake notes are automatically stored and can be viewed in the Contact Manager.

Which email providers sync with B12’s Contact Manager?

The Contact Manager syncs with and can import contacts from Gmail, Office 365, Yahoo Mail, or by uploading a CSV file.

Can I test emails before sending them to contacts?

Yes, we strongly recommend it! Once you’ve finalized your email message and design, click “Send a test email”. After receiving the test email to your account, make edits or send it off to contacts.

How much does it cost to use Email Marketing?

Email Marketing is part of our Standard and Premium plans. There are no limits on the number of emails you send or how many recipients you send emails to.

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Our simple, powerful platform works especially well for businesses in these industries:

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