If you would like to send an email to an individual or a list, you can create a view of these individuals in Aptify.
** You must be aware of how many records you are selecting, as the system can only support sending 500-1000 emails at a time in bulk **
You can select the records you want to send to. Hold Ctrl to select individual records, hold Shift to select a range of records. Once your records are selected, click on the Messaging button
You can load pre-existing templates File > Load Template
Or you can build a one off template by entering data into the form. You can save this form as a template to reuse again.
Type an email Subject, then enter text into the HTML Message editor area.
You can also insert fields (such as First Name, Last Name) that will pull from the Person’s record.
You can preview your email at any time to see what it will look like upon send.
Click the Preview tab. You will see the To: email address, and any populated form fields that you may have added to your email.
On the Options > Addressing tab, you will enter:
- From Name
- From Email
- Reply To
On the Options > Delivery tab you must select Dot Net SMTP Client
On the Actions tab you will automatically see the message action Create Contact Log. This will log a copy of the email as a contact log on the Person record.
Once your email is complete, you can click the Mail icon to send messages.
**Please remember that you are attempting to send a large volume of emails, it is best to send after hours and in smaller batches of 500**
Once the message is sent, it will log a copy on the Person’s Contact Log > Complete
This will then put a copy in the Message Center for each customer
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