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.
- Click on
Bulk operations in the toolbar and select Send bulk email.
- A list of bulk mail templates will open.
Note: Only "Bulk mail" templates enabled for Email will be available here.
- Select the template you want and a company if applicable.
- Confirm by clicking Send.
- You can either skip emails addressed to accounts without a valid email address or forward them to a printer straight away.
- Assign an Account keyword to help you track which customer has received the bulk email.
- The bulk emails can be opened for viewing after they have been sent.