Bulk Send Email

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Bulk Send Email

As well as sending individual e-mails you can send emails to multiple customers at once.

 

See Email & Text Templates to make sure you have created a template first.

 

1.Open the customer window
 

2.Click filterlist Filter List and select your criteria to show the customer list.
 

3.Click filter_apply Apply Filter.
 

4.On the top menubar click Customers and select Email All
 

5.Select a template (or click edit popup Edit Popup Contents to change or add a new template).
 

6.Select whether the e-mail content should be including the customer details only or accessing the last action, and select which type of action. This refers to the most recent history in the customer's Communication, e.g. the last appointment they had. If your template has an appointment date in, it is this one which will be used in the message.
 

7.Select or deselect customers to send to by ticking or unticking the box.
 

8.Click Send. Your message will be sent and added to the Communication tab for every customer.