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SENDING BULK EMAILS

Make sure that you’re the application has been configured by Support to send emails from within Assisi before attempting to send bulk emails.

Bulk emails are sent by adding the recipients to a list.

  1. Create your list making sure that you add the Ticked token (which will generate a selection box for each list entry) and the ClientRef and/or AnimalRef tokens to the list. Additional tokens can be added as desired, ie client surname, first line of address, etc.   It is also useful to include the clients' email addresses on the list so that you can check that these are valid before sending.

  2. Create an Email Template (Desktop>System Setup Menu>Communication>Email Templates).

  3. Add your entries to the list, ie the clients to whom you wish to send the email:

  4. This can be done manually by clicking the Plus sign on the > right-hand toolbar of the list itself and searching for the > client; or

  5. You can import the entries from the results of an SQL report.

    Make sure that the CustomerRef token and/or the AnimalRef token is included in the Select Clause of the report, otherwise the Save to List option will not become active. Also make sure that the report checks for the existence of an email address with a tick alongside it.  

    Execute the report and select the Save to List option.  

  6. You can then review the list and remove or update any entries, as appropriate.  

  1. Select all of the entries by clicking Select All. (Individual entries can then be deselected if required.)

  2. Click Email on the toolbar.

  3. Select your template.

  4. Click Send.