BOSPrint's E-mail functionality allows you to send Invoices, Quotes, and other communication directly from BOS to the contact. E-mail can be sent to an individual as well as in batches .

Discover E-mail

• E-mail Setup
• E-mail Data Grid
• E-mail Interface
• E-mail Templates
• E-Mailshot
• Sending SMSs from an E-mail Client

E-mail Setup

To set-up E-mail with BOS, follow these steps below.

Stunnel Setup

This is a step-by-step guide, on how to set-up Stunnel, to Send E-mail using GMail SMTP Servers.

1. Download the Stunnel installer (stunnel-5.01-installer.exe) from https://www.stunnel.org/downloads.html
2. Run the installer and click through the prompts, ignoring the information request fields. The fields are not mandatory.
3. Browse to the Stunnel folder C:Program Filesstunnel and open stunnel.conf with NOTEPAD.
4. Make a backup of the stunnel.conf file before making any changes to it.
5. On the original file, make the following changes for Gmail:
   1. [gmail-smtp]
   2. client = yes
   3. accept = 25
   4. connect = smtp.gmail.com:465
6. Browse to Start > All programs > Stunnel and click Stunnel Service Install to ensure that the program will run as a service.
7. Click Stunnel GUI Start to launch the application and check to see that the Stunnel icon appears next to the clock on the taskbar.

Email Settings for BOS

When you setup the Email settings in QuickEasy, use the default settings for Gmail (username and password) but change the SMTP Server address to the IP address of the computer you loaded Stunnel on (instead of using smtp.gmail.com).

• Use Port 110 instead of Port 995 for POP3
• Use Port 143 instead of Port 993 for IMAP
• Use Port 25 instead of Port 465 for SMTP.

E-mail Data Grid

Navigation

Main Menu > CRM > E-mail > View

1. Search - You can search within the selected e-mail folder in this text / numeric field.
2. Folder - You are able to filter by the default e-mail folders.
   • Outbox - This shows what e-mails are queued to be sent.
   • Sent Items - This shows what e-mails have been sent.
   • Templates - This shows what e-mail Templates have been loaded.
   • Failed - This shows what e-mails have failed to be sent, mainly due to faulty e-mail addresses.

3. Set / Date - When viewing Sent items, you can search by date parameters.

4. User - This allows you to view other User's Sent Items or all Sent Items.

5. Data Grid - This shows the list of e-mails according to the selected data filter.

6. Send - Click on the Send button to send all E-mails in Outbox Folder.

7. Delete - This button will delete all the selected E-mail Items.

8. Menu - Additional functionality is included in the Module Menu.

• E-mailshot - This allows you to create an e-mail that can reach multiple contacts, and is useful for sales and marketing, as well as bulk invoicing purposes. More below.
• Contact Groups - These are the Contact Groups that have been setup for e-mail.
• Move Failed Items to Outbox - This will move all the Items in the Failed Folder to the Outbox Folder.

E-mail Interface

Navigation

Main Menu > CRM > E-mail > Edit/New

1. To - This shows who the e-mail is addressed to and includes CC and BCC fields.
2. Subject - This is automatically populated by the Output functionality, or can be manually entered.
3. Attachments - This is automatically attached by the Output functionality, or can be manually uploaded.
4. From/Sender - This is set in Staff Setup.
5. Content type - The user can select how the e-mail is formatted.
   • Plain text - This is plain text format.
   • HTML - This displays a web-based interface and is useful for a more stylised e-mail format that includes images, links and different font-types.
   • Stationery - Stationary takes the e-mail signature that was set up under the sender and adds that to the e-mail.
6. Message - This field is used to add a custom message which will be merged with the HTML template where applicable.

E-mail Templates

BOSPrint has e-mail functionality that allows you to create e-mail templates. E-mail Templates are used for bulk e-mails or repeatedly forwarded e-mails.

1. To - Leave this field blank.
2. Subject - Enter your subject.
3. Message - Add a custom message and click Save. You can add tags that will be replaced by data when the email is created. If there is no content for this tag, it will display as a blank.
   • [company] - This will pull the listed Company name.
   • [title] - The Contact's title will populate the tag.
   • [firstname] - The Contact's first name will populate.
   • [surname] - The Contact's surname will populate.
   • [listname] - The Contact's list name will populate.
   • [rep] - The Customer's default Rep will populate.

E-Mailshot

BOS Print has E-mail functionality that allows you to send bulk e-mail (a mailshot) to a Contact Group.

To Create a Mailshot

Navigation

Main Menu > CRM > E-mails > Menu > E-mailshot

To Send a Mailshot

• Individual - To send just one e-mail out of the mailshot batch, open the e-mail and click Send.
• All - To send all of the e-mails, click Menu > Send.

Sending SMSs from an E-mail Client

BOSPrint has the ability to send bulk SMSs from the application, but in order to do so, you need to first create an account with a bulk SMS service provider of your choice, such as 2way.

To send SMSs from an e-mail client do the following:

• Navigate to http://bulksms.2way.co.za
• Create a user account if you don't have one.
• Create an email and address the email to: [international phone number]@2way.co.za
• Put your Bulk SMS password in the subject field.