FinDash Docs · Reviewed 2026-08-09
Personal email and firm newsletters
Use your connected mailbox for client conversations and a verified firm sender for newsletters. See which option to choose and how many people to send to.
Use your connected mailbox for client conversations
Use Personal email when you’re writing to a particular client or household about their own work, such as following up after a review or answering a question. In the Email Center, reply in the existing conversation or choose Compose, then select Personal email under Delivery and your connected Gmail or Outlook account under From. Replies return to your mailbox. This mode keeps open and click tracking off and lets you continue corresponding with clients who have opted out of marketing.
Choose Marketing campaign for a list
A quarterly newsletter or webinar invitation to a contact list is a marketing campaign, even when the recipients are existing clients or each copy is personalized. In the composer, Delivery determines the purpose and From determines which service sends it. Marketing campaigns send a private copy to each recipient, include an unsubscribe link, and honor marketing opt-outs with either sender.
With a connected mailbox, keep campaigns small
While your newsletter domain is being set up, you can choose Marketing campaign and send from an authorized connected mailbox. For an occasional small send, start with up to 25 recipients who expect to hear from you. That’s a starting recommendation. FinDash applies sending safeguards, and your mailbox provider’s limits also apply to your regular outgoing mail. Use a verified firm sender when you need to email hundreds of people or send newsletters regularly.
Why verify your firm’s domain?
Connecting Gmail or Outlook authorizes FinDash to send through that mailbox and is all you need for everyday correspondence. To use a firm newsletter sender, your firm verifies its domain by adding DNS records. These records let receiving mail services check that SendGrid is authorized to send on your firm’s behalf. FinDash can then queue bulk delivery using your approved From address and direct replies to the mailbox you choose.
With a verified domain, send up to 5,000 per newsletter
Choose Use newsletter sender under From to queue or schedule up to 5,000 recipients in one campaign. FinDash sends in batches of up to 100 per minute, with a shared firm allowance of 5,000 per UTC day and 25,000 per UTC month. For a newly verified sender, try 50–100 engaged subscribers who opted in, then grow the audience gradually as you review delivery, bounces, and spam complaints. The first-send range is a recommendation for building sending reputation.
Set up a firm newsletter sender
To connect an everyday mailbox, use Add email account in the Email Center. To set up newsletters, a firm admin opens Firm Settings → Email Marketing, adds the From and Reply-To addresses, and enters the firm’s name and mailing address. Add the DNS records FinDash provides at your domain’s DNS host, then return to FinDash and click Verify DNS records. In Senders & access, the admin chooses which teammates can send from each address.
Send to a filtered Contacts list
In Contacts, apply a filter or tag, such as Active clients or Newsletter subscribers. Click the email icon above the table to open a draft for the filtered results. If you select specific rows, the draft uses those rows. Review the recipient list, choose Marketing campaign under Delivery, and select Use newsletter sender under From. Preview the email, then click Queue newsletter or schedule it for later. In the Email Center, open Email tools → Newsletter queue to check progress and review recipient status.
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