Mass Mailing
Accessing the Mass Mailing Page
Navigate to the Contractors section and under the Messaging Section click the “Mass Mailing” Button.
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Overview
The Mass Mailing interface provides tools to send bulk emails to selected customers, with filtering and selection options to customize recipient lists.
Steps to Send Mass Mail:
Select Recipients: Choose individual customers from the list, and they will appear in the selection window on the right.
Send Email: Once all intended recipients are selected, press the Send spam button to dispatch the emails.
Filtering Options:
Use filters to refine the list of customers based on:
Office: Select recipients associated with specific offices.
Status: Filter by customer status.
Country: Narrow down recipients by location.
Broker: Filter customers by their associated broker.
Selection Buttons:
Add All: Add everyone from the list to the selection window.
Select All: Select all displayed customers in the current view.
Unselect All: Clear all previously selected recipients.