2025-Q2: [CRM] Bulk Enable EUP for Subset of Customers

The mass mail functionality is enhanced to give the possibility to generate new End User Portal credentials when sending a mass email for a subset of customers. See fig1.

At the same time it is also possible to select a predefined mass mail template. These are added in SPID settings. Ater the template is loaded in the editor, it is possible to edit this.

*note: the subset of customers can be defined by a customer group.

** note: only templates with type mass_mail prefix will show here.

To make use of this feature:

    1. If desired define under SPID settings

    2. Select Customers > Send Mass Email from the dropdown menu

Useful link/s:

https://sites.google.com/a/azotel.com/wiki/2025-1q-crm-pre-schedule-mass-emails-and-smss

https://sites.google.com/a/azotel.com/wiki/2024-1q-crm-including-images-in-html-mass-mails-and-email-templates

https://sites.google.com/a/azotel.com/wiki/2020-2q-mass-mailing-an-account-that-is-both-a-master-and-sub-account

Published Date: 8 May 2025

Engineer: AP

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