Customer: Contacts & Bulk Email / SMS |
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Bulk Communications Form
Use this form to send bulk emails or SMS to your customers.
Go to Customer > Contacts & Bulk Email / SMS
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Click here to get help on reports, exporting data etc.
Sending Bulk Emails or SMS (See image above)
Step 1: Filter Clients |
Use the search row to filter the form for all clients you want to Email or SMS. |
Step 2. Select Clients |
Select the clients you want to SMS or Email. You can also use the Select /Tick All Visible [F8] button. |
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Send Email |
Click the Email Button [F10] to send the email. |
Send SMS |
Click on the SMS Button [F11]. See second image below and fill in the fields as shown. |
Send Promotional Voucher |
1. Fill in the amount and expiry date of the voucher. 2. Select the customers to whom you want to send the vouchers. 3. Click on the Send Promo Voucher by SMS button. (Click to select an SMS Provider) 4. The SMS form will now open and you can send a message such as: Dear{name_ext}. Please find voucher no {voucherno} value {voucheramt} Spend before {voucherexp}.Please bring number with. Each selected customer will now receive a SMS with his promotional voucher number. 5. A voucher number will now be generated and will appear under the Voucher Lookup. It will be marked as, Is Promotional.
This voucher number can be given to a customer to use for purchasing goods.
Note: Before sending the voucher, ensure you have created a General Ledger Account (e.g., Advertisements > Vouchers). Then, go to Account Options >Account Defaults and select your default Promo Voucher account. This account will be debited when someone pays with a voucher. |
Birthday Wishes |
By selecting Birthdays Today, you can select which clients you would want to send a birthday wish to. A template can be created for this purpose. |
Obtaining Reports from this Form
You can obtain various reports by filtering for specific data. Examples include:
1 All clients that opened an account but did not buy anything (e.g web clients)
Filter on the Last Purchase or Days Since Last Purchase (make sure the customer has an email address), then send for e.g a promotional voucher.
2 Accounts opened this week.
Filter: [Accounts Opened] Is Today and [Accounts Opened] is Yesterday and [Accounts Opened] Is Earlier this week
3. Birthdays this week.
4. Customers with loyalty points.
5. Last purchase more than X days ago.
Bulk SMS Form
Sending SMS to Non-Customer Cell Numbers
•Cell Number Field: Use this field to send an SMS to a cell phone that's not listed under customers.
Using Substitutions in SMS Messages
You can use the substitutions, for example {name} and {custcode} in the body of your SMS message.
o{name} will be replaced with the customer's name.
o{custcode} will be replaced with the customer code.
Storing Text Message Templates
Use the Add/Edit Templates button to store text messages for future use. 
Note: This form is also available from Customer > Extra > SMS.
Recording Email and SMS Messages
•To automatically record email and SMS messages:
1.After clicking the Email button, the Email Customers form will open.
2.Select the Record Email In Customer Conversations checkbox.
3.Also tick the Email: Record in Conversations checkbox in the Customer Options form.
See also Application > Email
