Creating a mass email

Creating a mass email

1. Click on the Communications tab on the left-hand side of the screen then go to Mass Emails

2. Click the green button titled Add New Communication 

3. Under the blue Purpose bar, give your Communication a Name
  1. This name will not show up on your communication, this is for your eyes only.
4. Under the blue Filters bar is where you can set up your Filters
  1. By default, our mass emails are sent to all active clients with at least one active pet. We have the option to send the email to all “clients” that meet your criteria set in the filters or to all “patients” that meet your criteria. 
5. Give your email a Subject
  1. Any available variables will be in the Insert Variable drop-down box to the right
6. Select a Template:
  1. The type of template you select depends on which type of layout you want for your email. Most commonly we use Banner Only. This template formats a banner image at the top of your email, along with a space for your Signature text and image. Basic is also used often for a quick brief message such as an email letting all clients know about hour changes or Holiday closures.
7. Setting up the Body of your email
  1. If you have selected the Basic template then all you would need to do is add your content to the body of the email and you are ready to send it.
8. Preview message or send a test
  1. You can preview your mass email or send a test of your mass email to yourself by clicking the "Preview message" button or "send test" button at the bottom left of the mass email to make sure you are happy with what you have created before you send it out. 
9.   Review and Save your Communication

10. Sending your Communication
  1. Go back to your Mass Emails screen, click the paper airplane icon () send button, and off you go!
11. View the sent log
  1. You can view the clients that this communication has sent to by clicking the Sent tab on your Mass Emails page then click the logbook ( to the right of the Communication.