Send Mass Emails

In Client Management System, you can send mass emails to customers manually, by creating a new mailing list or by using an existing list. You can select the list of recipients in two ways:

• Instant Filter (creating New Custom View)
• Existing Custom View

Availability

Profile Permission Required: Users with the Mass Email Leads/Contacts permission in profile can access this feature.

To send mass emails

1. Click the [Module] tab.
   Module refers to Leads, Clients, etc tabs.
2. In the [Module] Home page, click [Module] Tools > Mass Email [Module ].
3. In the Mass Email page, by default, the system displays the Email Template tab.
4. Under the Email Template tab, do the following:
• Select the Template from the list.
  Note, that you cannot edit the email content here.
• Click the New Template link to create a template.
5. Under the Select Records tab, do the following:
• Click Custom View Criteria, and then Select Custom View from the list, or
• Click Manual Criteria, to search and select the required records manually.
  The system will display only those records that contain an email address. While sending mass emails to contacts, you can also specify the criteria based on the fields in the Accounts module.
6. Click Send.

Schedule Mass Email

This feature allows you to schedule bulk emails to be sent to selected leads or clients. For example, you want to send an email to customers at 10 AM PST, but you have an important meeting at that time. You can schedule the email to be sent at that specific time by using the Mass Email Scheduler, even in your absence.

Availability

Profile Permission Required: Users with the Mass Email Leads/Contacts permission in profile can access this feature.

To schedule mass emails

1. Click the Leads or Contacts tab.
2. In the Home page, under Leads/Contacts Tools, click Schedule Mass Email.
3. Click New Mass Mail Schedule.
4. In the New Mass Mail Scheduler page, do the following:
   • Enter the Mass Mail Scheduler Name.
   • Select the Custom View from the list.
   • Select the Email Template from the list. See Also Email Templates
   • Select the Active check box.
     Only when you select the Active check box, will the scheduled emails be delivered.
   • Enter the Start Date and Time to schedule the emails. Enter the date in MM/DD/YYYY format, or select the date from the calendar displayed. Select the hours and minutes from the respective lists.
5. Click Save.
   The system displays the View Mass Mail Schedule page.
6. Click Edit or Delete, as required.
7. Click Go Back. The created Scheduler is displayed under Mass Mail Schedulers.