Difference between revisions of "How do I send bulk email messages?"
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* Click on '''Messages''' on the menu bar at the top of the screen. | * Click on '''Messages''' on the menu bar at the top of the screen. | ||
* Click on '''Email''' on the drop down menu. | * Click on '''Email''' on the drop down menu. | ||
| − | {{Warning|title=Installation|text=If the '''Email''' option does not appear this means you are not set up yet to send Email messages on your system. | + | {{Warning|title=Installation|text=If the '''Email''' option does not appear this means you are not set up yet to send Email messages on your system. {{ContactSupport}} to get this feature installed.}} |
| − | * Tick the box | + | * Tick the box labelled {{DataPrompt|Bulk}}. |
You will then be required to select how you would like Platinum to find the email addresses to send the message to; there are three options. The number of email addresses found for each method is shown in the column {{DataPrompt|Message count}}. | You will then be required to select how you would like Platinum to find the email addresses to send the message to; there are three options. The number of email addresses found for each method is shown in the column {{DataPrompt|Message count}}. | ||
Revision as of 16:25, 7 September 2011
Contents
Summary
You can send an email message to multiple customers using the bulk messaging feature in Platinum.
Details
You may send a single email message to many recipients easily by choosing to send it as a bulk message.
Sending a bulk email message
- Click on Messages on the menu bar at the top of the screen.
- Click on Email on the drop down menu.
 | Installation: If the Email option does not appear this means you are not set up yet to send Email messages on your system. Template:ContactSupport to get this feature installed. |
- Tick the box labelled "Bulk".
You will then be required to select how you would like Platinum to find the email addresses to send the message to; there are three options. The number of email addresses found for each method is shown in the column "Message count".
- Text file
- This will send the message to email addresses found in a text file called 'email.txt' in your Platinum data folder (usually 'SXCo1'). You could create this file from the Report Generator, one email address per line, or it may appear after a previous incomplete bulk message job.
- Marked accounts
- This will send the message to customers who have an email address and have the 'Email' attribute set (except those who have the 'Email exclusion' or 'Message exclusion' attributes set).
- All customers
- This will send the message to all customers who have an email address (except those who have the 'Email exclusion' or 'Message exclusion' attributes set).
- All prospects
- This will send the message to all prospects who have an email address. This is available only if you have the Sales Prospecting module installed.
What is the tidy up option?
You may choose to turn "Tidy" on and off when sending messages from the text file or from marked accounts.
- Text file
- If a tick is placed in this box, email addresses will be deleted from the text file as the message is sent to each address.
- Marked accounts
- If a tick is placed in this box, the 'Email' attribute will be removed from the customers as the message is sent to each address.
Sending the message
When you have typed your message and chosen your source of email addresses, click [Send]. Platinum will now send the message to each email address in turn.
See Also
- How do I send bulk SMS messages?
- How do I include images in emails?
- How to Use Vehicle Marketing
- How to Use Stock Control Marketing
- How to Use Workshop Marketing
- How do I Exclude Customers from Bulk Mailing?
- How do I Exclude Vehicles from Bulk Mailing?
