Writing a Bulk Mail

• Search for the accounts for your bulk mail

  If you want to send a bulk email to a specific group of customers, first select the accounts.

  1. Go to the  Home tab in your function bar, then select  Accounts and click on  Search >  Accounts.
  2. Select your target group on the basis of categories, keywords, postcodes etc. and click on  Search (Searching for accounts). Call up frequently used searches in the search dialogue by clicking on  Recent searches and save them as   Favourites so as to run the same search again at any time on the basis of current data.
  3. A list of all accounts matching the search criteria will open.
  4. Right-click to open the context menu for further editing or refine the list using filters if necessary ( Show selected records,  Show in new window or  Remove)
  5. Forward that list of accounts to another team member by clicking on  Lists >  Transfer in the toolbar.
• Select a template and an account keyword

  Bulk emails are created based on templates (Creating a new text template). It is essential that the template is changed or adapted before starting the bulk mail operation. Changes on-the-fly are not possible.

  1. Click on  Bulk operations in the toolbar and select Print bulk mail.
  2. A list of bulk mail templates will open.
  3. Select the template you want and a company if applicable.
  4. Confirm by clicking Print.
  5. If necessary, assign an Account keyword to track which customers have received the bulk mail.
  6. The bulk mails can be opened for viewing after printing.