Sending out an Email
In this lesson you will learn how to send out emails through the program. You will learn how to send out multiple emails at a time. You will always have a record or all the emails you sent out to people.
1. We want to email a special offer to all our customers in our data base. We will need to start from the Sales Splash scrren. GOTO >> Dept >> Sales. Once we are at the Sales Splash screen we will need to GOTO >> All Customer.
Hint: You cannot send out an email with out an email address in the email field.
Pick a section of customers to send emails to. Click on a cutomer in the list, then hold down the Shift key and you can select a list of customers. By holding down the Ctrl key you can select individual records at a time. After you have a section of customers highlighted, GOTO >> Actions >> Show SebSet.
This will put your customers that you have selected in a seperate screen.
a. Double click on the first customer in the list. This will open the customers record.
b. Double click on Call Reports. (Reference pic below)
c. This brings you to the Call Reports page.
d. We will put in Special Offer in the Action field. This will put the subject as Special Offer.
e. Click in the messae field, type "TEST THIS".
f. GOTO >> Actions >> Project thru Selection. A popup window will appear and asking you if you want to clone your record. Click on OK. This will copy this message for all the record you have open.
g. A new screen will appear called CallReports: Navigate to the CallReports page.
h. GOTO >> File >> Print Defined Reports. In the list of Define Reports choose eMile.
This will send the message of TEST THIS out to all the customers you have pulled out of you list of customers and turned them into Call Reports.