Overview

The one:many emailing pairs with the client book/portfolio feature, where you can filter for a group of customers and save them as a client list. When you have a client list, you can build an email that sends individually to each customer. Dynamic parts of the template, for instance the customer's name, fill into the template for each sent email, meaning each customer receives a unique message and they do not see the other customer's names anywhere.

User Stories

1. Save a Client List
2. Tap in email icon next to the Client List you'd like to contact
3. Select Product Recommendation or Generic Message
4. If you selected product Recommendation, you'll launch the Catalog to add products to your email and then click Send vis Email
5. On the Email Builder page, set the following:
   1. Edit Product Details (not required, and only appears if you've selected product recommendation)
   2. Preset Message (not required)
   3. Edit or Type a Subject Line (required)
   4. Edit or Type a Message (required)
   5. Upload media attachments (not required)
6. One:many emails are limited to 200 recipients at a time by default.
7. The clients contacted, will be the same clients contacted in your list builder. The number of clients in that list, is equal to the number of unique emails dispatched.

Store Associate

1. Managers and other roles cannot send one:many emails, only the store associate.
2. Sends one:many emails based on client lists created from their client book.
3. Can only send one:many emails to client lists they have created, they cannot utilize other store associates client books.

Flow