Send bulk email to associated contacts from Companies and Custom Objects

From the Companies or Custom Object list view, you can select multiple records and email the contacts associated with them, without rebuilding the audience from the Contacts list. The flow uses the same composing, scheduling, testing, tracking, and reporting options as bulk email to contacts.

Before you start

The selected Company or Custom Object records must have associated contacts. For Custom Objects, Send email only appears when the object has a contact association; for Companies, the contact association is selected automatically. Existing email permissions, consent requirements, plan restrictions, and deliverability rules apply as usual.

Send bulk email from the list view

Select the records. Open Companies or the Custom Object you need and tick the checkboxes for the records whose associated contacts you want to email. You can apply filters or open a Smart List first to narrow the list to a specific segment.
Click Send email. In the bulk action bar, click Send email. A confirmation screen shows how many records are selected; the final recipient list is resolved from their associations when the bulk action runs.
Choose the association. For Custom Objects, select one or more Association labels to define which associated contacts receive the email. For example, a Property record might have association labels such as Potential Buyer, Property Owner, or Tenant: selecting Potential Buyer sends the email only to contacts associated through that relationship. For Companies, this step is skipped because the contact association is chosen for you.
Choose the email recipients. Under Email recipients, pick one of:
- Most recently associated contact to email one contact per selected record
- Earliest associated contact to email one contact per selected record
- All associated contacts to email every contact matching the selected association labels
Compose the email. Set the from name and email, subject, and pre-header, then write the message with Quick Compose or Smart Builder, or pick an existing email template. You can add attachments and send yourself a test email. Both contact fields and fields from the selected Company or Custom Object records work as merge fields, so a property email can read, for example, "We have an update regarding" followed by the property name field.
Choose when to send. Send all at once, schedule the send for a later time, or use batch mode. Confirm the required consent checkbox, then send.
Track results. Follow progress from Bulk Actions. The Bulk Email Stats view shows Accepted, Delivered, Opened, Clicked, Replied, Unsubscribed, Complained, Bounced, Failed, and Skipped counts. Campaign-level engagement is also available under Marketing > Emails > Bulk Action Campaigns.

Good to know

Contacts matching more than one selected association label are de-duplicated and receive only one email.
Contacts without an eligible email address, or contacts restricted by your email settings, may be skipped.
The recipient list is calculated when the bulk action runs, not when you select the records.

When to use it

Filter companies by industry, lifecycle stage, owner, or another field and email the contacts at just those companies.
Build a Smart List from company or custom object fields, select the records in that segment, and email their associated contacts without rebuilding the segment under Contacts.

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