CMass Guides
29 step-by-step tutorials covering every feature — from your first campaign to advanced follow-up sequences.
Paste emails directly into CMass
The fastest way to add recipients: paste a list of emails — one per line — with optional first name and last name.
Import a CSV file
Upload any CSV with an Email column. CMass reads first name, last name, company, and any custom columns automatically.
Connect Google Sheets
Link a Google Sheet directly — no download needed. CMass reads your columns live and maps them to merge tags.
Import from CMass Contacts
CMass builds a contact list from your Gmail history. Browse, search, and add contacts you've already emailed.
CC and BCC people on each email
Loop in an assistant, keep a manager in the loop, or BCC a compliance archive — per recipient — by adding a cc or bcc column to your list.
Reuse a past email as a template
Don't rewrite the same email twice. Load the subject and body from any campaign you've already sent with one dropdown, then tweak and send.
Personalize with merge tags
Use {first_name}, {company}, and any custom column from your sheet to make every email feel one-to-one.
AI personalization with Claude
An optional assist: flip on AI personalization and Claude adds a context-aware opening line per contact. Off by default — on only when you want it.
Insert images and video thumbnails
Add hosted images or clickable YouTube/Vimeo thumbnails to your campaigns directly from the CMass editor.
Hosted vs. embedded images in Gmail
The two ways to put an image in an email — and why CMass hosts yours automatically on a permanent URL for the best deliverability.
Set up automated follow-up sequences
Add follow-up stages that fire automatically if a recipient doesn't reply — with conditions, delays, and per-stage copy.
Send a campaign as a reply to an existing thread
Land your campaign inside your last conversation with each recipient so it reads as a personal follow-up — with an automatic fallback to a new email for fresh contacts.
Send a test email before launching
Preview how your email will look with real merge tag values — and send a test to yourself before going live.
Schedule campaigns and control send speed
Send now or at a specific time. Set a daily cap, pause between emails, and skip weekends to protect your sender score.
A/B test subject lines and messages
Test two variants on a slice of your list and let CMass automatically send the winner — by open, click, or reply rate — to everyone else.
Deliverability & sender reputation
Why CMass emails land in the inbox — and the habits that keep them there. Sending limits, list hygiene, unsubscribes, and avoiding the spam folder.
Track opens, clicks, and replies
Understand what happens after you hit send — who opened, who clicked, who replied, and who bounced.
Export to CSV and share a live report link
Download any campaign's recipients and activity as a CSV, or share a live public report link — optionally anonymized, no login for the viewer.
Manage replies with the Reply Project
Every campaign reply on one screen — auto-labeled in Gmail, scored for sentiment, with one-click AI drafts sent threaded back into the conversation.
Share results with a client report link
Turn any set of campaigns into a polished, shareable web page. Pick the campaigns, name the report, and send your client a single link — live opens, clicks, and replies under your brand.
Download a client report as a PDF
On Pro, every shareable report gets a one-click Download PDF button — a clean, branded file saved straight to your downloads, no print dialog. Perfect to attach to an email or drop in a deck.
Track deals with the built-in CRM
Build pipelines, add records, and move deals through your own stages — all inside the Gmail sidebar, reusing the contacts CMass already knows.
Follow-up reminders that actually remind you
Add a date and time to any task and CMass notifies you when it's due — with a desktop alert, an icon badge, and a cross-record Follow-ups view.
Auto-link the right email to the right record
CMass matches the people on an open email thread to your CRM records and offers to link them in one click — no AI reading your mail.
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