Accessing the Mass Mailing Page
Navigate to the Contractors section and under the Messaging Section click the “Mass Mailing” Button.
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:
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Select Recipients: Choose individual customers from the list, and they will appear in the selection window on the right.
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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:
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Office: Select recipients associated with specific offices.
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Status: Filter by customer status.
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Country: Narrow down recipients by location.
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Broker: Filter customers by their associated broker.
Selection Buttons:
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Add All: Add everyone from the list to the selection window.
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Select All: Select all displayed customers in the current view.
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Unselect All: Clear all previously selected recipients.