Sending Bulk Email

The Order Manager can send bulk email messages, i.e., it can send the same email message, customized for each recipient, to a number of email addresses with one command.

Note: This feature is available only if you use the Order Manager's built-in SMTP email system (i.e. the EmailSendMethod system parameter is set to "Order Manager").

You can send bulk email to all of your customers or a selected group of customers. You can also send order information using bulk email to the email addresses tied to a group of orders.

Send Bulk Email to Customers

1. Go to the Main Menu>Maintenance Menu>Import/Export tab>Export Customer Data and Bulk Email to Customers button.

2. The Customer Export Filter dialog box opens:

3. Enter your search criteria and click Begin Export.

4. The Customer Export dialog box opens:

5. Go to the Bulk Email section of the form:

   1. Select an email template from the Email template to send to selected customers drop down list.

   2. To edit the selected email template, click Edit Template.

   3. To preview the selected email template, select any customer from the list below, then click Preview.

   4. To send the selected email template to all of the customers in your list, click Send Email.

Send Bulk Email with Order Information

1. Go to the Main Menu>Multi Order Processor button.

2. The Multiple Order Processor screen opens:

3. Go to the Main tab.  

4. Select the orders about which you wish to send email messages. To filter the orders, you can:

   1. Use the Quick Filter drop down list.

   2. Add individual orders to the list by entering the order numbers in the Order Manager Order Number field and keying Enter.

   3. Click Search to open the Search for Orders dialog box.

5. Click in the "OK" column of each order about which you wish to send an email.

   1. To select each order at the same time, click the All button under OK = Approve Order in the bottom left corner of the screen.

   2. To de-select each order at the same time, click the None button under OK = Approve Order in the bottom left corner of the screen.

6. Click on the Setup & Process tab.

7. Click in the Send this Email template check box.

8. Select an email template from the drop down list below.

   1. To edit the selected email template, click the Edit   button.

   2. To preview the selected template, select any order from the list on the Main tab and then click the Preview button on the Setup & Process tab.

9. To send the email, click the Send Bulk Email for OK Orders button on the Setup & Process tab.

See Also:

Sending Email with the Order Manager

Sending Batch Email Messages to Customers