Bulk . What s Inside this Guide. Bulk and How To Get There 2. Bulk Setup 4. Bulk Details 7

Transcription

1 Bulk What s Inside this Guide Bulk and How To Get There 2 Bulk Setup 4 Bulk Details 7

2 Bulk and How To Get There Bulk allows you to send a mass to the records on a report. The Bulk function is only available to users with the module enabled. 1. Select a report and apply any desired filters to display entities to whom you wish to send an Click the Options link on the Report Toolbar, then choose Send Bulk Filter out entities to exclude from the bulk . By default, some filters will already exclude some entities. You can edit the filters or add more by clicking Edit Filter to Include Others or to keep the current settings, click Ok/Go. Edit Filter to Include Others 2

3 4. Select the fields that should receive the . Click Save. NOTE: If multiple fields are selected and an entity has multiple s entered, they will receive an at each address. The entity may get the message multiple times. However, if only one field is chosen and an entity on the report does not have an address entered for that field, the entity will not receive the Confirm the recipients. You can delete a recipient by clicking on the red X next to the entity. You can use your browser s back button to return to the previous screen to add additional s. Press Save when you are ready to continue. 6. Choose if you want to send the bulk using a template or by manually entering the body. A. If you choose Send Bulk Using Template, a list of templates will appear. Select the template you wish to use. B. If you choose Manually Enter the Bulk Body, you will be directed to the Setup Bulk page where the Subject and Body fields appear at the bottom of the screen. They can be edited at any time. 3

4 Bulk Setup This screen has several sections to add and update information to process the bulk event. 1. Scheduled or Sent Immediately allows you to choose when to send the bulk . If Scheduled is chosen, select the day and time the bulk should be sent. 2. Interval allows you to send the s in specified intervals or continuously. If you choose Send s at Intervals, enter the interval value in minutes. NOTE: If there is a high number of recipients and the is not urgent, an interval is recommended. However, if the bulk is urgent and there are only a few recipients, sending continuously might be the better option. 4

5 3. Send from Account gives you the option of sending the bulk from the system default account or from the users own account. You can also enter a Reply-To address should it be different than the address you are sending from. 4. Attachments allows you to add attachments to the bulk . If you choose Include Attachments, buttons will appear allowing you to choose a file to upload. You can include up to 5 attachments 5. Under Misc Options you can choose Do NOT Enter Body for Communication Records by checking the box. This will exclude the body of the from being entered into the Communication Records. 5

6 6. Body Type allows you to choose what format the will be written in and if the will be sent as Plain Text and HTML. A. If you chose to send the as a Template, there is only one checkbox option. Read the hint in the system to decide how you want to send the and check the box if appropriate. B. If you chose to manually enter the bulk body, there are 3 options. By choosing HTML Based, you are able to edit the Body section of the using rich formatting (change font sizes and colors, insert images etc.) Plain Text allows you to write a simple without any additional features. Own Custom HTML Based gives you the option of entering the HTML source code. Here you can also choose to send the as Plain Text along with the HTML. 7. You can edit the Subject and Body of the at any time, even when using a template. When the setup is complete, click Save to continue. The bulk will now be sent. 6

7 Bulk Details The Bulk Details page allows you to see an overview of the bulk event. This page automatically shows after a bulk has been sent. It can also be accessed by clicking on Settings from the Home tab then selecting Bulk s. If the status of the bulk is Sending, you can choose to stop or suspend it. 1. In the side bar, click Stop/Suspend. 2. The status will change to Stopped/Suspended. 3. To undo this action click, Activate/Resume in the side bar. 7