Email All of My Clients

You are able to email your client base from a central location by clicking the link in the "I Want To..." box in the Client Manager Dashboard.

The first screen you see will allow you to choose which clients you wish to email based on a series of filters:

Step 1: Choosing which clients to email.

All Clients

If you click this box, all clients will be emailed. If this option is selected, you will be unable to apply any filters except Email Authorized Contacts.

Email Authorized Users

For each client, there is a main email account as well as the option to add Authorized Users. By default, the authorized users on the account are not selected. To email all Authorized contacts as well, simply select this option.

With a balance...

You are able to filter the clients you wish to email by balance with this option. For example, to email clients with a balance more than $100.00, check the box, select Greater Than from the pulldown menu, and type 100.00 into the dollar amount field.

With Invoices...

You are able to filter the clients you wish to email by overdue invoices with this option. For example, to email clients with invoices between 31-60 days overdue, check and box and select 31-60 from the pulldown menu.

With ____ services...

You are able to filter clients by how many active services they currently have with this option. For example, to email clients with less than 10 active services, check the box, select Less Than from the pulldown menu and type 10 into the service amount field.

With the service type...

You are able to filter clients by whether they have a type of active service on their account. For example, to email clients that have a particular service type, check the box and select the service type from the pulldown menu.

Step 2: Compose your email.

Sender

From this pulldown menu, you can choose what email address you wish the email from come from.

View Recipients

By clicking this link, you can view and edit who will receive the email. To remove a client from the list, check the box next to their name and hit the Update Recipients button. When finished viewing/editing the list, click close and you will be returned to the Compose Email screen.

View Variables

Clicking this link will bring up a list of the variables that may be used in the email.  For each client that receives the email, the appropriate value will replace the variable in the message body.  For instance, ##first_name## will be replaced by the client's first name in the email that is sent to them.

CC:

You can carbon copy additional email addresses. A comma must be used to separate the addresses.

Subject

This will appear as the subject of the message to the recipients

Message

This will appear as the message body to the recipients.

Once you are finished composing your mail and wish to send it out, simply click Send. If at any time you wish you go back and filter your recipient list a different way, you can click the back button. Lastly, if you wish to close the windows without sending the message, click Close.