Can I Send an Email Blast to a Specific Group on My List?

Yes — you absolutely can. The best method depends on who you want to target and how specific your audience is.

Option 1: Email Marketing Dashboard 

If you're working within one of your primary marketing tracks:

• Tax Personal
• Tax Resolution
• Small Business Strategy
• Accounting & Bookkeeping

You can use the Email Blast tool inside your Email Marketing Dashboard to send custom messages to those audiences.

This is a great option if:

• You want to send an additional announcement or promotion
• Your message applies to one of your main service audiences
• You’re staying within your standard marketing focus

It’s simple and designed to work seamlessly with your existing email track.

Option 2: ClientStack (Best for Niche or Highly Targeted Campaigns)

If you want to reach a very specific group, such as:

• Retirees or pre-retirees
• Parents saving for college
• Clients in a specific zip code or area
• A custom segment outside your standard marketing tracks

ClientStack gives you more flexibility.

With ClientStack, you can:

• Apply custom tags to contacts
• Create detailed audience segments
• Keep internal notes on individual contacts
• Build and send highly targeted, one-off campaigns

This is ideal for niche campaigns that go beyond your preset dashboard groups.

How to Decide

• Use the Email Marketing Dashboard for messages within your main service tracks.
• Use ClientStack when you want to create custom segments and run specialized campaigns.

If you’d like help setting up tags, building a custom list, or launching a targeted campaign, we recommend booking a walkthrough with our ClientStack specialist. We’re happy to guide you through it.