Page Comparison

...

1. Click on the Reports tab

2. Select a report that gets you closest to the list that you want to email

   • If there is not a sufficient report, you can create a custom report that gets you the account data set that more closely resembles the customers or accounts you need to send the messages too, you would then use the filter and follow the instructions below same as with the stock reports

3. Further refine the list by using the 'View' link to filter down to the exact accounts required (this can be based on user name specifically, or possibly bill group, or roles). As shown below, there are 3 saved views, one that returns all customers in the organization that should receive a newsletter, one that will email 3 users for testing, and  one that returns the full  list of employees in the organization
   

   Image RemovedImage Added

4. Once the view is saved, click on it to filter the report

5. Verify that the users now showing in the report are the correct recipients of the message

6. Click 'Email' in the top right corner

7. Select the email message from the drop down list

   

8. Click Email. The system will begin to send emails and the interface will stop loading when its completed the send email process

...

The tokens available are below, if you are looking for any other tokens, please contact LogiSense Customer Care

Note: you cannot use tokens (user, contact or contactpoint) in the email message body if you are sending the email message to multiple recipients (see the Adding Carbon Copy (Cc) Recipients section for more information on how Carbon Copy functionality is configured).

These work in the Custom Email Body on Invoice Configuration edit screen as well as in the Email Subject text box on the same.

Creating Custom Email Tokens

...