Writing a bulk email

• Find the accounts for your bulk mail

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

  1. Go to Base > Accounts > Search >  Accounts.
  2. Select your target group via category, keywords, postcodes etc. and click on  Search (Searching for accounts)
  3. Eine Liste mit allen den Kriterien entsprechenden Adressen öffnet sich.
  4. Right-click to open the context menu to further refine the list via filters, if required.
• Select a template and an account keyword

  bulk emails are created using templates (Creating a new text template). It is essential that the template is changed or adapted before it is sent; corrections are no longer possible when it is sent.

  1. In the horizontal toolbar of the list of accounts found, select  Actions on the Liste > Send bulk email.
  2. Eine Liste mit Serienbriefvorlagen öffnet sich.
     Note: Only "Bulk mail" templates enabled for email will be available here.
  3. Select the desired template and, if applicable, the company from the list.
  4. Bestätigen Sie mit Senden.
  5. You can either skip e-mails to addresses without a valid e-mail address or print them out directly.
  6. If necessary, assign a account keyword , which you can use later to track which customer has received the bulk email.
  7. After creating the bulk emails, you can open them for viewing.