Bulk/Mass email to customers from Retailer
In Retailer, there are ways of sending out different types of emails in bulk to customers, for specific areas.
While there isn't a way to send out a generic email notification to all customers, emails can be sent out in the following areas in bulk:
While there isn't a way to send out a generic email notification to all customers, emails can be sent out in the following areas in bulk:
Customer / account statements
Customer account statements can be generated for groups of customers and sent by email.
The text in the email can be changed or customised for specific messages, if appropriate.
Statements can only be generated for customers who have the account customer box ticked on the customer screen.
Click HERE for information on how to change the email text, along with details of how to email statements.
Along with that, the customer statements have a space to print a custom message, which can be used for certain notifications or announcements, like a change in the business bank account.
In the Customer Statements screen (found under Customers in the main menu at the top of Retailer), there is a section called Comments, where you may enter short messages that will be printed/displayed on the customer statement itself. These will appear near the bottom of the statement, just before the Remittance and Payment details. These messages should be kept to 2 sentences or shorter.
Email statements may also attach documents or files, which can be used for additional messages or notifications.
You may draft a message as a text document in PDF or similar, and attach it to the statement email.
Click HERE for information on how to add attachments to email statements.
Subagent dockets
Subagents are fairly similar to customers, and they can receive delivery dockets by email that can have messages added to them.
In the Subagent Dockets screen, under the options for selecting subagents and information display, there is a Messages box where a short message can be entered.
This message will appear in the dockets that print or email to the Subagent, in the top section to the right of the subagent's details.
Click HERE for further information on how to use Subagent dockets.
Customer invoices for the same customer
The invoices/receipts for transactions under a particular customer can also be sent out in bulk.
This will only do it for one customer at a time, and is done from the Customer screen, while viewing the relevant customer account.
Click HERE for information on how to do this.
Other features
Besides this, the Marketing Tools can be used to generate a list of customers with email addresses for use with Marketing campaigns.
There is also a utility that will let you export your whole customer list.
The file can be produced and used with a marketing email provider like MailChimp.
There is also a utility that will let you export your whole customer list.
The file can be produced and used with a marketing email provider like MailChimp.
Click HERE for information on how to do this with Marketing Tools.
Click HERE for information on how to export your customer list in full.
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