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Creating a mass mailing


Selecting mailing recipients

First you need to open the report "Mailing" .

Menu. Report. Mailing

Using the report parameters, you can specify which particular group of clients you will send messages to. Or you can select all customers, even those who have opted out of receiving the mailing.

Report options. Mailing

When the list of clients appears, select the button at the top of the report toolbar "Mailing" .

Report. Mailing

Important Please read why you will not be able to read the instructions in parallel and work in the window that appears.

Selecting the type of mailing

A window for creating a mailing list for the selected buyers will appear. In this window, you first need to select one or more distribution types on the right. For example, we will only send SMS messages .

Creating a mailing list

Creating messages

You can then enter the subject and text of the message to be sent. It is possible to enter information from the keyboard manually, or use a pre-configured template .

Mailing text

Then click on the ' Create mailing list ' button below.

Button for creating a mailing list

list of messages

That's all! We will have a list of messages to send. Each message has "Status" , by which it is clear whether it has been sent or is still being prepared for dispatch.

List of messages to send

Important Note that the text of each message is displayed below the line as a note , which will always be visible.

All messages are stored in a separate module "Mailing" .

Module. Mailing

After creating messages to send, the program automatically redirects you to this module. In this case, you see only your messages that have not yet been sent.

Unsent messages from the current user

Important If you later separately enter the module "Mailing" , be sure to read how to use the data search form .

Sending messages

Important Now you can learn how to send prepared messages.

See below for other helpful topics:


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