Send Bulk Mail CRM

Creating

a mail Template 

CRM Module> Configuration> Email Template

Click Add

Code	Add a code or Name for your newsletter
Description	Add a description for your newsletter, this will also be your Subject Line in your email
Type	Select your email Type (Customer/Debtor, Creditor/Supplier)

	Makes Text Bold
	Makes text Italic
	Here you can underline, Add Subscript, Change Font and Font Size, Text and Background  Colour, etc.)
	Select to have your text aligned toon the left
	Select to have your text centered
	This gives you more options to format your text
	You can click here to insert a link
	Click here to insert a file as a link
	This will give you options to insert a picture, Video, Grid, Emoji's, Special characters or Line breaks

In the white text box, create your newsletter then click Save and Close.

Once you have clicked save and close you will have a draft email to send 

Search	If you have a list of email templates you can use the search button to find a specific email
Add	Click add to do a new email
Edit	Highlight the email template you would like to edit and then click Edit.
Delete	Highlight the email template you would like to delete and then click Delete.
Print	This will print a list of all your templates

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Sending an Email

CRM Module> Activity> Email Mailing List

Highlight the mailing list you want to send an email to

Click Send Mail

Choose your Email template that you would like to send out

Click "Send Mail"

YourThe Subjectbelow linescreen shouldwill autoopen.

populate

with
• Choose whata Letter Template from the drop-down menu to determine the content of your descriptionoutgoing wasmessage.
when
• Select youa createdMailing List using the "List Selection" drop-down to specify your email.email
  recipients.
• Manage Attachments by double-clicking an item to move it between the "Available Attachments" and "Selected Attachments" sections. Double-click again to remove it if needed.

Attachment	Here you can upload any attachment you would like to send out with your email
Letter Template	Select your email template from the drop-down menu
View Letter	Click to view the Template you have selected
Subject	The Subject line should auto populate with the description from when you created the template
List Selection	Select the list of contact you wish to send the letter too.
Other Lists	By clicking Other Lists, you can add multiple contact lists to send the mail out too.
Activate BCC
Available Attachments	These are the attachments that have already been uploaded and available for selection.
Selected Attachments	These are the attachments that have already been selected to be sent out with the email.
Save	By Clicking Save you will save all the setting you have created and selected
Process	By clicking Process your letter will be emailed out
Delete	Click Delete if you want to delete this mail out.

To add an attachment:

• Click "Attachment" and the below screen will open 
• Click "Upload" or drag and drop your attachment in the "Drag & Drop" box