A one-time email blast can be used to send out a mass email to customers that you do not want to reoccur again. For example, a one-time email blast may be used to send a welcome letter to new customers.
To Create the Action Alert:
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Go to Admin > Master File > Credit Class
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Choose the Credit Class that you would like to send the email to. Click here for more information on how to setup a Credit Class
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Click on the Add New Action Alert button
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Set Seq No. to 1. Click here for more information on Action Alert options and Seq No.
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Choose the Action Code you previously created from the Action Code drop down
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Check the boxes for Active and Standalone. The boxes should show as blue when checked.
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Under the Activity ID, choose EmailSend in the drop down menu.
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Save the Action Alert
To Process the Email:
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Go to Admin > Generate Actions
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Select the box next to Specific Credit Class
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Use the drop down menu to select the credit class for your email
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Select Generate for Preview Only. * This is not a required step but we recommend you also preview the email before sending to customers. Click here for items to review prior to go live for auto-emails.
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Repeat steps 1-3 and choose to Generate Actions which will send out the email to all customers