Writing a Bulk Email

• 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)
  3. A list of all accounts matching the search criteria will open.
  4. Right-click to open the context menu to further refine the list by using filters, if required.
• 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 Send bulk email.
  2. A list of bulk mail templates will open.
     Note: Only "Bulk mail" templates enabled for Email will be available here.
  3. Select the template you want and a company if applicable.
  4. Confirm by clicking Send.
  5. You can either skip emails addressed to accounts without a valid email address or forward them to a printer straight away.
  6. Assign an Account keyword to help you track which customer has received the bulk email.
  7. The bulk emails can be opened for viewing after they have been sent.
• Send bulk mail based on a job

  Bulk mails can be sent regularly and automatically based on  Jobs. Creating jobs 
  Define the job as type "Monitor data" and select which table is to be used as the basis for the address list:

  1.  Accounts: ALL contact persons who are marked for the "Mailinglist" in the account will receive the communication from the "List with follow-up actions"
  2.  Contact person: only the contact persons as defined per input help | Action serial letter | E-mail To will receive the communication from the "List with follow-up actions"