Email from Card File List

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Create a new Email Template with information to be sent.

 

Create a CardFile List of customers, using the appropriate filters.

 

cardfilelist5

 

Info

Note: Inactive cardfiles will not be included in emails.

 

From the Report menu select the Email from CardFile List report, then select Preview.

 

emailfromcardlist

Select the email template created earlier.

Choose a test address to see what this will look like prior to sending to customers (a preview will appear prior to sending anyway).

Select the From address for the email. Responses will go to this address.

 

Within the Send To section, the following options are available. This filters the CardFile List down to the contacts being sent to.

Primary Contact – The primary contact on the cardfile.

All Contacts – All contacts within the CardFile List that have an email address.

By Contact Type – Filter based on some existing contact types.

bycontact

Contacts with Web Account – Allows sending to Web Login users.

For Type – This is generally used when sending to an alternative email type, ie. Email Accounts vs the standard email contact type. The equals field allows entry of text to further refine, as does the using field.

 

Once selections have been made, the list of contacts that will be emailed to are displayed in the grid below.

 

emailfilters

 

Remove any not to be included by highlighting them, then selecting the minus sign (-).

 

Last, select Preview to see what it will look like when sent, then select Send to queue all the emails for sending.

 

Further information

CardFile Security

User Security

CardFiles at a Glance

CardFile Contact Types

CardFile Header

CardFile Footer Tabs

Auto Postcode/Suburb Lookup

CardFile List

CardFile Preview Pane

CardFile Reports

CardFile Types

Timers and Labour

Time Sheets

Add a CardFile

Add Prospect CardFile

Add CardFiles to Groups

Add Contact Details

Add Customer Details

Add Customer-Specific Reports

Add Documents to CardFiles

Add Groups to a CardFile

Add Mulitple CardFiles

Add Vendor Details

Add/Update User

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Merging & Deleting

Deactivate CardFiles

Export Email Contact Report

Make Prepayments/Refunds

Quick Add CardFile

Reassign Users

Set up Overseas Customer

Update Multiple CardFiles

View CardFile Transactions

View or Edit a CardFile