View source for Send Bulk E-mails


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== <span><u>Sample procedure to create an e-mail template and send it to customers with overdue balances</u></span> ==
<br/><br/>
<u>Step 1:  Create Email Template with a Template Type of ‘Customer’</u>

* Go to &lt;Configuration – System – Email Templates&gt;
* Edit an existing template or create a new one ([+ New ])
* If you are creating a New template, enter a brief description so you can reference the e-mail (e.g. "Overdue balance, 1st notice")
* Select Template Type = Customer
* Click the [Save] button
* Click on one or more of the 'Language' tabs and enter the desired e-mail Subject text and Body text and click [Save] again.

<u>Step 2:  Prepare an import list of clients to send</u>

*For this particular case (Overdue invoices):
**Produce an aging report – Filters for clients over 30 days – extract customer account numbers from the .csv export file
**If desired, repeat the above step for clients over 60 days, again for over 90 days, and finally for over 120 days & combine the results. (Note that you might want to send a different e-mail template for clients that have older outstanding balances)


<u>Step 3:  Prepare an Import file in .csv format</u>

&nbsp;&nbsp;&nbsp;&nbsp;<nowiki/>*no header row*<br/>
&nbsp;&nbsp;&nbsp;&nbsp;Column A:&nbsp;&nbsp;Customer #<br/>
&nbsp;&nbsp;&nbsp;&nbsp;Column B:&nbsp;&nbsp;1 to send to the general email<br/>
&nbsp;&nbsp;&nbsp;&nbsp;Column C:&nbsp;&nbsp;1 to send to the invoicing email<br/>
&nbsp;&nbsp;&nbsp;&nbsp;Column D:&nbsp;&nbsp;1 to send to the e-mail addresses for each contact<br/>

&nbsp;&nbsp;&nbsp;&nbsp;Example:  
&nbsp;&nbsp;&nbsp;&nbsp;
{| class="wikitable"
|The following row value will send an e-mail to the Customer e-mail address on file for Customer ‘C0001’:||“C0001”,1,,
|-
|The following row value will send an e-mail to the Invoicing e-mail address on file for Customer ‘C0002’:||“C0002”,,1,
|-
|The following row value will send an e-mail to the e-mail address on file for each Contact associated with Customer ‘C0003’:||“C0003”,,,1
|}

<u>Step 3:  Generate an Email Run</u>

* Go to <Accounts – Customer>.  On the Overview tab, click the [More] button & select ‘Send a Document’
**Select the appropriate Email template (i.e. the one you created with the ‘Customer’ Template Type)
**Browse to upload the .csv file you prepared 
**Click the [Send] button.