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office:customer_relations_management:distribution_groups [2009/03/05 05:43] markphsd created |
office:customer_relations_management:distribution_groups [2018/12/23 12:11] (current) |
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| Using the emailing tool requires an email address is setup in CCS. To setup an email address do the following: | Using the emailing tool requires an email address is setup in CCS. To setup an email address do the following: | ||
| - | 1. Create a new contact with the name of the Emailer. - Office Tool Bar - Contacts and Employees - New Contact | + | |
| - | 2. Enter at least the name of the contact and select the contact type as company. Press the save button on the contact form. | + | - Create a new contact with the name of the Emailer. - Office Tool Bar - Contacts and Employees - New Contact |
| - | 3. Press the email button on the contact form. | + | - Enter at least the name of the contact and select the contact type as company. Press the save button on the contact form. |
| - | 4. On the email validation form that appears, press the New Account button. | + | - Press the email button on the contact form. |
| - | 5. The email accounts form appears and a list of accounts is shown (this list will be empty). | + | - On the email validation form that appears, press the New Account button. |
| - | 6. Press the New Account button. | + | - The email accounts form appears and a list of accounts is shown (this list will be empty). |
| - | 7. Enter all information to create a new account. | + | - Press the New Account button. |
| + | - Enter all information to create a new account. | ||
| Account Name: Email address. | Account Name: Email address. | ||
| User Name: email account name. | User Name: email account name. | ||
| Line 21: | Line 22: | ||
| SMTP Server: SMTP server supplied information by email server. | SMTP Server: SMTP server supplied information by email server. | ||
| Domain Name: Domain of email address. | Domain Name: Domain of email address. | ||
| - | 8. Pres the save button and the email address will then show up in the accounts list. | + | |
| - | 9. Close the Email Accounts form. | + | - Press the save button and the email address will then show up in the accounts list. |
| - | 10. Close the Email Validation form. | + | - Close the Email Accounts form. |
| - | 11. Re-Open the Email Validation form from the contacts form. | + | - Close the Email Validation form. |
| - | 12. The new email account will be listed. | + | - Re-Open the Email Validation form from the contacts form. |
| + | - The new email account will be listed. | ||
| Email Groups: Email groups are for mass emailing from the contact database. They are a powerful way to send out information to customers. There are many reasons to send out information to customers, such as the next days specials, events etc. | Email Groups: Email groups are for mass emailing from the contact database. They are a powerful way to send out information to customers. There are many reasons to send out information to customers, such as the next days specials, events etc. | ||
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| Using Email Groups: | Using Email Groups: | ||
| - | 1. Input a new group or select an existing group. | + | - Input a new group or select an existing group. |
| If the group is new. | If the group is new. | ||
| - | 1. Filter out contacts if required. | + | - Filter out contacts if required. |
| - | 2. Add the contacts desired. | + | - Add the contacts desired. |
| - | 2. Edit a letter, add a letter or ignore this section and use a html letter. | + | |
| - | 3. Choose the email sender. | + | - Edit a letter, add a letter or ignore this section and use a html letter. |
| - | 4. Send email. | + | - Choose the email sender. |
| + | - Send email. | ||
| {{:office:customer_relations_management:email_groups.jpg|}} | {{:office:customer_relations_management:email_groups.jpg|}} | ||
| CCS does not ship with emailing setup: Please contact tech support to help you set up your email accounts. support@cafecartel.com | CCS does not ship with emailing setup: Please contact tech support to help you set up your email accounts. support@cafecartel.com | ||
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