New Features
> Emailing Multiple Contacts
Emailing Multiple Contacts
The Card File command centre has a new option for emailing your contacts. You can now select multiple contacts including a mix of different types of cards (customers, supplier, employees, personal) to send an email to. For example, you may wish to email all of your contacts about your upcoming holiday hours or all of your leads a promotion that you are running.
From this new feature you can also choose an Email Template that you have created as well as use a variety of filters for choosing the contacts to send to in bulk.
To send emails in bulk
1
Go to the
Card File
command center and click
Email
. The
Review Cards before Emailing
window appears.
2
Select the type of card, the template and the recipients of the email. You can also use more filters by clicking
Advanced Filters
.
3
The list of recipients are available for you to select all of them or a selected few.
4
Click
Send Email
.
To send single email from card
1
Go to the
Card File
command center and click
Card List
. The
Cards List
window appears.
2
Select the card you want to send an email to and click
Edit
. The
Card Information
window appears.
3
Click the
Action
button and select
Send Email
. The
Email
window appears.
4
Select the email template being used and enter all information needed to send email.
5
Click
Open
to see the email before sending, giving you the option to add attachments or make any changes necessary. This will open your browser before sending.
6
Click Send to send the email as is without opening it first.
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