With Carerix you can easily send an Email 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.
Adjusting and sending existing Email template.
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 Email" the template :"Blank to contactperson". The Email frame opens.
Click on the button [Edit] fill the fields;
When you had selected multiple contactpersons, each will recieve their own email addressed to them personnaly. We don't use bcc emails, each contactperson will get a seperate email.
Click the button [Generate} emails 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:
Create an Email template
An Carerix admin is able to create new templates.
Go to 'Maintenance' | 'Templates'
Create a new Email Template
Name: Change of Address
Visible with: Contact
Email template testing
Go to 'Files' | 'Contacts'
Go to the overview of Contacts and select one ore more Contacts
Select at "Send email(s)" the template "Change of Address".
The email 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 email address at "Email address for test" and click [send].
Check whether you received your Email.
If the email 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 Email(s) the Template "Change of address".
Now the email screen opens.
Click [Generate emails].
All email messages are now generated. After this the Email 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 Email 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 email.
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 email 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.