View Contact Communication
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Contact Communication
You may communicate with Conbtacts via email either sigularly or via mass emails. the instructions below outline the procedures for both.
Sending a Single Email
In the contact profile screen, find the “Communicate” section. Choose from the drop down menu the template that you would like to send to the contact.
If you would like to compose an email form scratch, do not choose a template. Once you have chosen, click the “Send” button.
The “Compose Email” screen will be displayed. If you selected a template you will see the template text. If you did not select a template, the screen will be blank so that you can type the body of your email. Once the email text has been created, click on the “Submit” button at the bottom of the Compose Email screen. The email will be sent to the contact whose profile you are in and will be stored for later reference in the Activities section of the Client Profile
Sending a Mass Email
Mass Email Contacts at a Single Client:
From the “Contacts” section of the Client Profile screen, select who to send an email to by placing a checkmark in the box to the left of their name. Next, select either “send Blank Email” from the drop down menu at the top right of the contact section, or select a template to send. Then click the “Submit” button at the bottom of the Client Contact screen.
The Compose email screen should now be displayed. If you selected a template, you will see the template text. If you selected a blank email, the Compose Email screen will be blank so that you can type the body of the email at this time. Once the email text has been typed, click the “Submit” button at the bottom of the Compose Email screen. The email will be sent to the contacts selected and will be recorded in the Activities section of each Client Contact profile screen.
Mass Email Contacts at Multiple Client Locations (from search results):
Once a search has been conducted and results set obtained, the BrightMove user may send an email to more than one Client Contact.
Just above the list of search results on the left, there is an option that says “Select All”. To send an email to every single Contact that was returned in the result set, check this box.
To pick and choose who to send an email to, use the mouse to put a check mark in the box to the left of the Contact’s name.
Next, select “bank email” or select the template that you would like to send to the Contacts from the drop down menu at the top right of the result set. The compose email screen will be displayed. If you are composing an email from scratch, type the email in the provided window and then click the submit key at the bottom of the compose email screen. The email will be sent to the Contacts selected, and will show in the activity section of each Contact’s profile as a sent email.
If you have chosen to send a template, make sure everything appears as you would like it to on the compose email screen and then click the submit key at the bottom of the compose email screen. The template will be sent to the Contacts that you selected, and will be recorded in the activity section of each Contact’s profile.
Mass Email A Call List:
Once you have generated a call list, an email may be easily sent to any or all of the members of the list. To send an email to all members, click the select all option at the top left of the list.
To pick and choose who to send the email to, place a check mark in the box to the left of the contact name. Once you have chosen who you would like to send the email to, go to the drop down menu that appears at the top right corner of the list of contacts on your call list and select either “send blank email” or choose the email template you would like to send t the contacts. Once you have chosen what to send, click the “Submit” button at the bottom of the call list. The compose email screen will be displayed. Once you have typed the message, click the submit button at the bottom of the Compose Email screen. The email will be sent to the selected call list members.
Category:Contact
Category:Contact Communication