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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Email (inc. Archiving)

Email in Bulk from a List

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The bulk email function applies to cardfile, project, quote and Job Lists. This makes it very easy to generate templated outbound emails.

 

When sending from a job or quote list, the emails will be automatically attached to the jobs or quotes in the list. This is a great feature that allows sending emails to a group based on products purchased, specific project types, and more.

 

It is advisable to set the Max. emails per minute to no more than 25 to ensure they are not seen as spam. On the ribbon, go to Tools > Options > Email.

 

max emails per min

 

In the Report section of the ribbon select Email from list (in this case Job), then select Preview.

 

email from job list

 

1.Choose the template to be used.

2.Select the test email address to send a test first, if desired.

Info

Choosing Send in Preview mode means the email will be sent to the test email only. It will not go to recipients selected until the Preview screen has been closed and the screen above is shown.

3.Select the From address to be used.

4.The email template subject can be changed.

5.Send To options provide great control as to which contacts within the list and which email address to use when sending:

Primary Contact – Sends to all primary contacts where the contact type Email exists, and has an entry.

All Contacts – Sends to all contacts within a company where the contact type Email exists, and has an entry.

By Contact Type – All contact types with Email entries are displayed. Once selected, only contacts with the specific Contact Type value will be selected for sending. The Email value for the Contact Type is used as the To: address.

by contact type

For Type – Select contacts based on the existence of any configured contact type, and with the ability to choose which entry for Email.

email type

In this example, all contacts with a contact type of Email SMS will be selected, and the To: address will be derived from the value found in Email SMS. Contacts that are not configured with Email SMS will not be selected. The option equals field allows for entering text for additional requirements of the selection criteria based on the value within the contact type.

4.Selection Grid – Once selections have been entered, the grid is populated with matching contacts. As per the image below, refine even further by manually removing contacts prior to sending.

remove email from job list

 

Info

When emailing from a Job List, there may be duplicate email addresses, as there will possibly be more than one job for some customers. Remove the duplicates as per the above instructions first.

 

Info

Jim2 staggers the sends to, say, 20 at a time, so there may be a time delay before all emails have been sent. Jim2 will prioritise interactive (non batch emails) emails over batch emails. Whilst it can potentially take a long time to send all the batch emails (eg. statements), emails sent by other users won't have to wait for these to finish.

 

Further information

Email Overview

Before you begin

Email Security Overview

CardFiles and Emails

Email

Email Archiving

Email Editor Functions

Email Editor Rules

Email Lists

Email Macros

Email Macros Syntax

Email Options

Email Preview Pane

Email Rules

Email Tags

Email Templates

Email Tokens

 

Set Up Email

How to add a Jes Instance

Email Options

Email Setup

Set up Incoming Emails

Set up Pop3 Email Accounts

Set up Email Tag

Set up Email Folder

Set up Email Rule

Set up Email Security

Create an email list

Set up SMS via Email

Set up and Use Gmail in Jim2

Use Office 365 with Jim2 Email

 

 

How to

Attach Documents to Email

Bulk Email from a List

Compose and Send Emails

Create a Job, PO or Quote from Email

Create a Link Within an Email

Delete an Incorrect Email Address

Delete Multiple Emails

Diagnosing Incoming Email Issues

Diagnosing Outbound Email Issues

Edit Dictionary

Email from CardFile List

Email to Multiple Contacts

Failed Emails

Find Missing Emails

Link an Email to a Job, PO, Quote, etc.

Other Email Functions

Out of Office Message

Send and Receive Emails

SMS Via Email