KB: Sending Group Emails to your Accounts - Revision history

Dina at 12:45, 8 July 2020

2020-07-08T12:45:58Z

← Older revision		Revision as of 12:45, 8 July 2020
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	In various occasions you may wish to send an email to a group of your accounts, for instance when sending out seasons greetings, new address notification, warranty expiration reminders, marketing campaigns, etc.		In various occasions you may wish to send an email to a group of your accounts, for instance when sending out seasons greetings, new address notification, warranty expiration reminders, marketing campaigns, etc.

	<br>You may consider three options for sending emails to your ~~CommitCRM~~ Accounts:		<br>You may consider three options for sending emails to your RangerMSP Accounts:

	# Use ~~CommitCRM~~'s '''Group Email feature''' <br>This option is very helpful when you wish to send Fixed-Text emails.<br><br>		# Use RangerMSP's '''Group Email feature''' <br>This option is very helpful when you wish to send Fixed-Text emails.<br><br>
	# Use Microsoft Words '''Mail Merge''' <br> This option will allow you to create an email message that has ccrm data merged within the message body. <br> '''More information on this method can be [[KB:_Emailing_your_customers_using_Mail_Merge\|found here]].'''<br><br>		# Use Microsoft Words '''Mail Merge''' <br> This option will allow you to create an email message that has ccrm data merged within the message body. <br> '''More information on this method can be [[KB:_Emailing_your_customers_using_Mail_Merge\|found here]].'''<br><br>
	# '''Export Account data''' and use external mailing tools <br>This option is good when you wish to personalize your emails and merge Account data. <br> '''More information on this topic can be [[Import_and_Export\|found here]].'''		# '''Export Account data''' and use external mailing tools <br>This option is good when you wish to personalize your emails and merge Account data. <br> '''More information on this topic can be [[Import_and_Export\|found here]].'''
	<br>		<br>
	===Using ~~CommitCRM~~'s Group Email Feature===		===Using RangerMSP's Group Email Feature===

	The Group Email feature can be activated from the Account window:		The Group Email feature can be activated from the Account window:
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	<br><br>		<br><br>
	===Exporting Accounts and using external emailing tools===		===Exporting Accounts and using external emailing tools===
	Using Email Templates in ~~CommitCRM~~ allows you to merge Account data within the emails, whoever, it can only create a single email at a time.		Using Email Templates in RangerMSP allows you to merge Account data within the emails, whoever, it can only create a single email at a time.
	<br><br>		<br><br>
	In case you wish to merge account information and personalize your emails when sending to a group of Accounts, what you can do is export the account list, together with all the contacts, with their email addresses and other details to an external file (such as Excel, Text, etc.) and send the emails using Word's Mail Merge tool or any other external utility for sending mass emails with merged data from Excel.		In case you wish to merge account information and personalize your emails when sending to a group of Accounts, what you can do is export the account list, together with all the contacts, with their email addresses and other details to an external file (such as Excel, Text, etc.) and send the emails using Word's Mail Merge tool or any other external utility for sending mass emails with merged data from Excel.
	<br> <br>		<br> <br>
	*'''You can read more about exporting data from ~~CommitCRM~~ [[Import_and_Export\|here]]'''.		*'''You can read more about exporting data from RangerMSP [[Import_and_Export\|here]]'''.
	*'''For the Mail Merge KB article, [[KB:_Emailing_your_customers_using_Mail_Merge\|please click here]]'''.		*'''For the Mail Merge KB article, [[KB:_Emailing_your_customers_using_Mail_Merge\|please click here]]'''.
	<br><br>		<br><br>

Dina: Dina moved page KB: Sending Group Emails to your CommitCRM Accounts to KB: Sending Group Emails to your Accounts

2020-03-22T14:15:18Z

Dina moved page KB: Sending Group Emails to your CommitCRM Accounts to KB: Sending Group Emails to your Accounts

← Older revision	Revision as of 14:15, 22 March 2020
(No difference)

Robert: /* Introduction */

2013-10-02T14:15:24Z

Introduction

← Older revision		Revision as of 14:15, 2 October 2013
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	In various occasions you may wish to send an email to a group of your accounts, for instance when sending out seasons greetings, new address notification, warranty expiration reminders, marketing campaigns, etc.		In various occasions you may wish to send an email to a group of your accounts, for instance when sending out seasons greetings, new address notification, warranty expiration reminders, marketing campaigns, etc.

	<br>You may consider ~~two~~ options for sending emails to your CommitCRM Accounts:		<br>You may consider three options for sending emails to your CommitCRM Accounts:

	# Use CommitCRM's '''Group Email feature''' <br>This option is very helpful when you wish to send Fixed-Text emails.<br><br>		# Use CommitCRM's '''Group Email feature''' <br>This option is very helpful when you wish to send Fixed-Text emails.<br><br>

Robert at 10:50, 1 September 2013

2013-09-01T10:50:13Z

← Older revision		Revision as of 10:50, 1 September 2013
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	In case you wish to merge account information and personalize your emails when sending to a group of Accounts, what you can do is export the account list, together with all the contacts, with their email addresses and other details to an external file (such as Excel, Text, etc.) and send the emails using Word's Mail Merge tool or any other external utility for sending mass emails with merged data from Excel.		In case you wish to merge account information and personalize your emails when sending to a group of Accounts, what you can do is export the account list, together with all the contacts, with their email addresses and other details to an external file (such as Excel, Text, etc.) and send the emails using Word's Mail Merge tool or any other external utility for sending mass emails with merged data from Excel.
	<br> <br>		<br> <br>
	*'''You can read more about exporting data from ~~Commit~~ [[Import_and_Export\|here]]'''.		*'''You can read more about exporting data from CommitCRM [[Import_and_Export\|here]]'''.
	*'''For the Mail Merge KB article, [[KB:_Emailing_your_customers_using_Mail_Merge\|please click here]]'''.		*'''For the Mail Merge KB article, [[KB:_Emailing_your_customers_using_Mail_Merge\|please click here]]'''.
	<br><br>		<br><br>

Reno: /* Introduction */

2010-01-19T15:44:21Z

Introduction

← Older revision		Revision as of 15:44, 19 January 2010
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	# Use CommitCRM's '''Group Email feature''' <br>This option is very helpful when you wish to send Fixed-Text emails.<br><br>		# Use CommitCRM's '''Group Email feature''' <br>This option is very helpful when you wish to send Fixed-Text emails.<br><br>
	# '''Export Account data''' and use external mailing tools <br>This option is good when you wish to personalize your emails and merge Account data.		# Use Microsoft Words '''Mail Merge''' <br> This option will allow you to create an email message that has ccrm data merged within the message body. <br> '''More information on this method can be [[KB:_Emailing_your_customers_using_Mail_Merge\|found here]].'''<br><br>
			# '''Export Account data''' and use external mailing tools <br>This option is good when you wish to personalize your emails and merge Account data. <br> '''More information on this topic can be [[Import_and_Export\|found here]].'''
	<br>		<br>
	===Using CommitCRM's Group Email Feature===		===Using CommitCRM's Group Email Feature===

Reno: /* Exporting Accounts and using external emailing tools */

2010-01-19T15:38:36Z

Exporting Accounts and using external emailing tools

← Older revision		Revision as of 15:38, 19 January 2010
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	In case you wish to merge account information and personalize your emails when sending to a group of Accounts, what you can do is export the account list, together with all the contacts, with their email addresses and other details to an external file (such as Excel, Text, etc.) and send the emails using Word's Mail Merge tool or any other external utility for sending mass emails with merged data from Excel.		In case you wish to merge account information and personalize your emails when sending to a group of Accounts, what you can do is export the account list, together with all the contacts, with their email addresses and other details to an external file (such as Excel, Text, etc.) and send the emails using Word's Mail Merge tool or any other external utility for sending mass emails with merged data from Excel.
	<br> <br>		<br> <br>
	*You can read more about exporting data from Commit [[Import_and_Export\|here]].		*'''You can read more about exporting data from Commit [[Import_and_Export\|here]]'''.
	*'''For the Mail Merge KB article, [[KB:_Emailing_your_customers_using_Mail_Merge\|please click here]]'''.		*'''For the Mail Merge KB article, [[KB:_Emailing_your_customers_using_Mail_Merge\|please click here]]'''.
	<br><br>		<br><br>

Reno: /* Exporting Accounts and using external emailing tools */

2010-01-19T15:38:11Z

Exporting Accounts and using external emailing tools

← Older revision		Revision as of 15:38, 19 January 2010
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	<br> <br>		<br> <br>
	*You can read more about exporting data from Commit [[Import_and_Export\|here]].		*You can read more about exporting data from Commit [[Import_and_Export\|here]].
	*For the Mail Merge KB article, [[KB:_Emailing_your_customers_using_Mail_Merge\|please click here]]		*'''For the Mail Merge KB article, [[KB:_Emailing_your_customers_using_Mail_Merge\|please click here]]'''.
	<br><br>		<br><br>

Reno: /* See Also */

2009-12-24T15:17:18Z

Reno: /* Exporting Accounts and using external emailing tools */

2009-12-24T15:16:47Z

Exporting Accounts and using external emailing tools

← Older revision		Revision as of 15:16, 24 December 2009
Line 22:		Line 22:
	In case you wish to merge account information and personalize your emails when sending to a group of Accounts, what you can do is export the account list, together with all the contacts, with their email addresses and other details to an external file (such as Excel, Text, etc.) and send the emails using Word's Mail Merge tool or any other external utility for sending mass emails with merged data from Excel.		In case you wish to merge account information and personalize your emails when sending to a group of Accounts, what you can do is export the account list, together with all the contacts, with their email addresses and other details to an external file (such as Excel, Text, etc.) and send the emails using Word's Mail Merge tool or any other external utility for sending mass emails with merged data from Excel.
	<br> <br>		<br> <br>
	You can read more about exporting data from Commit [[Import_and_Export\|here]]		*You can read more about exporting data from Commit [[Import_and_Export\|here]].
			*For the Mail Merge KB article, [[KB:_Emailing_your_customers_using_Mail_Merge\|please click here]]
	<br><br>		<br><br>

Reno: /* Exporting Accounts and using external emailing tools */

2009-12-24T15:14:56Z

Exporting Accounts and using external emailing tools

← Older revision		Revision as of 15:14, 24 December 2009
Line 24:		Line 24:
	You can read more about exporting data from Commit [[Import_and_Export\|here]]		You can read more about exporting data from Commit [[Import_and_Export\|here]]
	<br><br>		<br><br>

	===See Also===		===See Also===
	*[[Import and Export]]		*[[Import and Export]]

← Older revision		Revision as of 15:17, 24 December 2009
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	===See Also===		===See Also===
			*[[KB:_Emailing_your_customers_using_Mail_Merge\|Mail Merge]]
	*[[Import and Export]]		*[[Import and Export]]
	*[[Email Templates]]		*[[Email Templates]]

	[[Category:KB\|Email]]		[[Category:KB\|Email]]