Creating and sending e-mail circulars
Circulars are managed in the three sections Content, Recipients, and Send. On entering the screen you will see a list of existing circulars on the left, and the Content section on the right.
In the top navigation bar click on Recipients
In an e-mail circular, selections of all recipient groups can be combined freely: Client staff, Clients, Translators and Marketing contacts. In the four recipients sections you will see all contacts that are currently selected for the circular.
To save distribution lists go to the Send section. Click on . Provide a unique name. You cannot edit a saved distribution list, but can only delete it.
So the procedure for updating a distribution might look like this:
Personal and general salutations
You can insert a general salutation phrase for clients, translators or other contact group, in one go. Simply enter the phrase and click . You have to do this for each recipient group separately.
When addressing Client staff, however, you can include their names as well. This requires defining the following parameters:
To insert the phrase click
Individual salutation phrase
For an even more personal salutation you can define a complete individual salutation phrase for each client, translator or other contact in their respective profile. This will have priority when launching 'Set salutation line' function, i.e. only contacts WITHOUT a fixed salutation phrase will be assigned the general (yet personal) salutation line while the individual salutation line gets inserted where possible.
Sending the e-mail circular
Click Send in the sub-navigation bar (at the top).
You can send the e-mail circular an external e-mail client.