Mailing with group

With Carerix you can easily send an E-mail to a group Candidates or Contacts.

As example we give the situation where you want to send a change of address to a selection contacts.

In this example we're working with the standard library template "Blank to contactperson".

Go to 'Files' | 'Contactpersons'
Go to the Contactpersons Overview and select the checkbox in front of one or more Contactpersons
Select under "Choose E-mail" the template :"Blank to contactperson". The E-mail frame opens.
Click on the button [Edit] fill the fields;
When you had selected multiple contactpersons, each will recieve their own e-mail addressed to them personnaly. We don't use bcc e-mails, each contactperson will get a seperate email.
Click the button [Generate} e-mails to send the messages. When you want to first test the content of a message, you can use the "Send example" to an address.

As our second example we take the situation where you want to send an address-change to multiple contactpersons:

An Carerix admin is able to create new templates.

Go to 'Maintenance' | 'Templates'
Create a new E-mail Template
Name: Change of Address
Visible with: Contact

Go to 'Files' | 'Contacts'
Go to the overview of Contacts and select one ore more Contacts
Select at "Send e-mail(s)" the template "Change of Address".
The e-mail screen opens.
Check whether the message is alright.
If that is not the case click [Cancel] and change the template.
Iterate this proces until the template is alright.
Is the message okay?
Then fill in your own e-mailaddress at "E-mail address for test" and click [send].
Check whether you received your E-mail.
If the e-mail is not okay, change the Template until it is correct.

The idea is that you have for the Contact a group 'Newsletter'.
And you decided to send everyone in this group an change of address.

Go to 'Files' | 'Contacts'
Select the Contacts with the next searchrule:
Group is equal to "Newsletter"
Select at Send E-mail(s) the Template "Change of address".
Now the e-mail screen opens.
Click [Generate e-mails].
All e-mail messages are now generated. After this the E-mail messages automatically are going to be send. It could take some time before all messages are being send.

Send a message to a selection of the Candidates works like this:
In the Template with Visible with fill in : Candidate
Insert Candidate instead of Contact in the instructions here above.
This way you can send an E-mail to a couple of thousand receivers.
If this number is larger, then you have to split the list.

You can do that according to the instructions below:
Add as search-criterium: lastname starting with a b c
Now that you have a shorter list, send the e-mail.
Repeat this proces for the lastname: lastname starts with d e f, g h i etc. until you have run through the complete alphabet.

Make sure that the Template chooses the correct address: Business or Private;
With Candidates it is normal that only a private address is filled in
With Contacts only a business address

To be sure that the just notified process elapses well, you can click the checkbox at: Use other e-mail address if not available: If one address is not filled in, Carerix takes the other address.

Choose in the Template with Visible at for the "Contact" and not for the "Contact (CAMPAIGN)".
This last named option makes the Template available in a Contact-file.

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Keywords : UD-2052