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Mass Email
WHAT IT IS

A function within The Edge that sends out emails to all of your customers at once.

WHAT IT DOES

Allows you to send personalized emails to multiple customers at once about birthdays, anniversaries, rewards, and more.
Please note: This Mass Email Function: uses your own email address and server to send these emails, so you must have a valid email account to use this feature.

HOW IT WORKS

To set up email functionality:
  1. Click Clientele → Email. The Email Customers window will open.
  2. At the bottom, click Supervisor → Outbound Mail Settings.
  3. Specify your email account settings. You may need to contact your Internet Service Provider (ISP) or email service provider to obtain this information.
  4. Click OK to save your settings.
To send out mass emails (verify your Outbound Mail Settings have been set up properly first):
  1. Click Clientele → Email. The Email Customers window will open.
  2. Use the To field to specify a recipient’s email address or click the To drop-down to enter criteria to search your customer database.
  3. Specify the subject of your email.
  4. Write the body.
  5. Use the Merge Fields drop-down at the top to insert variables that will behave like a mail merge when you send the email. The Edge will pull this data from the customer record and populate the email body.
          Available Merge Fields Include:
  • FullName: Full name of customer
  • FirstName: First name of customer
  • Spouse: Customer’s spouse’s name
  • Birthday: Customer’s birthday
  • SpouseBirthday: Customer’s spouse’s birthday
  • Anniversary: Customer’s anniversary
  • Jobs: Envelope numbers belonging to the customer
  • JobCount: Number of service jobs associated with the customer
  • RewCurBal: Customer’s current rewards card balance
  • RewAccru: Date to which rewards will accrue
  • RewExpire: Date rewards balance will expire
  • RewTier: Rewards tier customer is assigned to
  1. Write the contents of the email, inserting merge fields where needed. An example might appear as follows.
  2. Select any attachments. This can include images, local files, or something with a URL.
  3. Select OK to generate a list of matching customers. Select those you wish to email and select OK to send out the email.

EXPAND YOUR EDGE EDUCATION

Interested in learning more about Mass Email Functionality? Click below, or visit EdgerUser.com and search Email in the Clientele section. You can also search Email Settings to learn more about the setup and configuration of emails in Edge.