Difference between revisions of "Mass Mail"
(Created page with 'The Mass Mail Tool allows the sending of an email message to a group of clients ranging from every client on file to those who meet specific criteria. *Begin by going to '''Cli…') |
|||
| Line 1: | Line 1: | ||
| + | ==Composing a Mass Mailing== | ||
The Mass Mail Tool allows the sending of an email message to a group of clients ranging from every client on file to those who meet specific criteria. | The Mass Mail Tool allows the sending of an email message to a group of clients ranging from every client on file to those who meet specific criteria. | ||
| Line 6: | Line 7: | ||
*If you want to filter on '''product related criteria''' you must ensure you set the Email Type to be Product/Service related | *If you want to filter on '''product related criteria''' you must ensure you set the Email Type to be Product/Service related | ||
*Likewise if you want to filter on '''domain related criteria''' you must set the Email Type to be Domain related | *Likewise if you want to filter on '''domain related criteria''' you must set the Email Type to be Domain related | ||
| + | *If you do not want to filter clients by a specific criteria then leave that filter unchanged and it will be ignored. | ||
'''Please Note:''' When composing the email you will see the full list of clients matching your selected criteria in the To field. This is so you can review who will be receiving it but each email is sent '''individually''' and so the receiver will not see any other client's addresses in the To field of the copy they receive. | '''Please Note:''' When composing the email you will see the full list of clients matching your selected criteria in the To field. This is so you can review who will be receiving it but each email is sent '''individually''' and so the receiver will not see any other client's addresses in the To field of the copy they receive. | ||
| − | + | ==Batch Processing== | |
When sending to a large number of recipients, WHMCS will automatically break the sending into batches of 25 emails every 30 seconds. However as of Version 4.5, you can customise this and change both the number and frequency with which they send when composing your email message. | When sending to a large number of recipients, WHMCS will automatically break the sending into batches of 25 emails every 30 seconds. However as of Version 4.5, you can customise this and change both the number and frequency with which they send when composing your email message. | ||
| − | + | ==Mailing Lists== | |
It is possible to create a mailing list using custom client fields. Navigate to '''Setup > Custom Client Field''' and create one called Mailing List (just as an example). The field type Dropdown or TickBox can be used. If choosing Dropdown be sure to enter the Select Options "Yes,No". | It is possible to create a mailing list using custom client fields. Navigate to '''Setup > Custom Client Field''' and create one called Mailing List (just as an example). The field type Dropdown or TickBox can be used. If choosing Dropdown be sure to enter the Select Options "Yes,No". | ||
| Line 22: | Line 24: | ||
[[File:Mailing list2.png]] | [[File:Mailing list2.png]] | ||
| + | |||
| + | ==Common Problems== | ||
| + | ===No Recipients=== | ||
| + | The criteria selected for this email has resulted in no recipients which means it cannot be sent. Meaning there are no clients meeting the criteria selected on the mass mail page, go back and select a different set of criteria. Most commonly this is caused by selecting a client group or language to which no clients are assigned. | ||
Revision as of 17:03, 24 October 2011
Contents
Composing a Mass Mailing
The Mass Mail Tool allows the sending of an email message to a group of clients ranging from every client on file to those who meet specific criteria.
- Begin by going to Clients > Mass Mail Tool
- You can then choose the criteria you want to filter on in order to select who the email will be sent to
- By default the email type is General and so you can only filter on the client status criteria
- If you want to filter on product related criteria you must ensure you set the Email Type to be Product/Service related
- Likewise if you want to filter on domain related criteria you must set the Email Type to be Domain related
- If you do not want to filter clients by a specific criteria then leave that filter unchanged and it will be ignored.
Please Note: When composing the email you will see the full list of clients matching your selected criteria in the To field. This is so you can review who will be receiving it but each email is sent individually and so the receiver will not see any other client's addresses in the To field of the copy they receive.
Batch Processing
When sending to a large number of recipients, WHMCS will automatically break the sending into batches of 25 emails every 30 seconds. However as of Version 4.5, you can customise this and change both the number and frequency with which they send when composing your email message.
Mailing Lists
It is possible to create a mailing list using custom client fields. Navigate to Setup > Custom Client Field and create one called Mailing List (just as an example). The field type Dropdown or TickBox can be used. If choosing Dropdown be sure to enter the Select Options "Yes,No".
Now on the mass mailing page this will appear as a client filter option, so you may send emails only to clients who have chosen to receive these mailings.
Common Problems
No Recipients
The criteria selected for this email has resulted in no recipients which means it cannot be sent. Meaning there are no clients meeting the criteria selected on the mass mail page, go back and select a different set of criteria. Most commonly this is caused by selecting a client group or language to which no clients are assigned.