1.Open the folder and select the desired template

2.Click

Send Broadcast Email form

3.Select a Query or Campaign in Send E-mail to: section.

4.Depending on whether you select Query or Campaign, the number of records found associated with either of these options will display.

Please Note: If a Query is used, a check box option called This is a collection Email is available. With this option enabled, the broadcast email will exclude customers with No Collection Letter check box is checked on their customer form. Please note: If this new option is selected, the record count will change to count only the customers that do not have the No Collection Letter check box checked.

5.Do Not Send Marketing Material option is available on Customer Main form. Anyway, you can ignore that setting at this point by checking the Ignore "Do Not Send Marketing Material" option.

6.Enter a Subject .

Please Note: Subject field is combo box meaning that you can type in it  or select from previously defined subjects in File > Global Settings > CRM Lists > Customers > E-mail Subject

7. You may now edit the template or use it as-is, attach files, and click .

Please Note: Always send a test email before sending a bulk email to examine the email and make sure it looks right. Once you click send, there is no way to cancel or stop the email from being sent to the selected recipients.

The following options are also available on Send E-mail form :

➢Add Merge Field -  - select from any available fields. The mail merge is a very useful feature allowing you to personalize the email as opposed to a generic email. For example, instead of saying “Dear Doctor,” you may insert a merge field which looks like “Dear <<?Customers.CustomerFullName?>>,”. When an email is sent, the merge field is automatically changed to the respective Customer name.

Please note: Your email will not look professional if the merged field is blank

➢Merge Preview - - If you would like to see how the email will look before actually sending it, click on the merge preview button. To return to the template editor, click End Preview.

➢Attach  - -You may send attachments by simply clicking on the attach button and attach any desired documents.

➢Send Test - - When sending a broadcast email, it is always a good idea to send a test email to make sure it looks the way you had intended. You may also find and remove some words which might cause the email to be trapped by junk mail filter.

➢Print - - If you wish to print the email click on print.

➢Available Tools - - The template editor is a HTML editor allowing basic editing functions such as font, color and so on. You may embed an image, link an image, add hyperlink, and so on. You may edit the templates at a later time by selecting the template and clicking open.