BOS Print has E-mail functionality that allows you to send e-mails to Contact Groups. This topic covers how to access and edit those Contact Groups.
The following are two main steps that must be followed when creating e-mailshots in QuickEasy:
When setting up a Mail Group, you need to add a Supplier Group as well as a Customer Group.
For more about Contact Groups, click here.
Follow these steps on how to create a Supplier Group.
There are two types of Contact Groups:
1. Static List - Static List is populated by adding contacts to the mail group manually and does not use SQL statements to pull the information.
2. Dynamic List - Dynamic List is populated by SQL similar to a report. The SQL for a Dynamic Contact Group must return all of the following fields named exactly as in the list below:
To select Dynamic List you must simply uncheck the Static check-box.
5. Click the Save button.
6. Click on the Edit SQL button and paste the following code in the editor:
select
C.CONTACTID,
C.TITLE,
C.FNAME,
C.SNAME,
C.LISTNAME,
C.COMPANY,
C.EMAIL,
C.SMS,
null as REP
from CONTACTS C
left join SUPCONTACTS SC on C.PARENTID = SC.SUPCONTACTID
left join SUPMAIN SM on SC.SUPID = SM.SUPID
where C.PARENTTYPE = 'Supplier'
/*Exclude contacts with blank e-mail address*/
and SC.EMAIL is not null
/*Prevent duplicate e-mail address*/
and (C.EMAIL not in (select C1.EMAIL from CONTACTS C1 where C1.EMAIL = C.EMAIL and C1.CONTACTID < C.CONTACTID))
7. Click Save and Close the SQL Editor window.
8. Click Save again in the Edit Group window.
9. Close the window.
Follow these steps on how to create a Customer Group.
select
C.CONTACTID,
C.TITLE,
C.FNAME,
C.SNAME,
C.LISTNAME,
CM.COMPANY,
C.EMAIL,
C.SMS,
CP.SHORTNAME as REP
from CONTACTS C
left join CUSCONTACTS CC on C.PARENTID = CC.CUSCONTACTID
left join CUSMAIN CM on CC.CUSMAINID = CM.CUSID
left join CPYSTAFF CP on CM.STAFFID = CP.STAFFID
where C.PARENTTYPE = 'Customer'
/*Exclude contacts with blank e-mail address*/
and CC.EMAIL is not null
/*Prevent duplicate e-mail address*/
and (C.EMAIL not in (select C1.EMAIL from CONTACTS C1 where C1.EMAIL = C.EMAIL and C1.CONTACTID < C.CONTACTID))
7. Click Save and Close the SQL Editor window.
8. Click Save again in the Edit Group window.
9. Close the window.
Follow these steps on how to create a Template.
7. Click Save and Close the window.
To send an E-Mailshot using the Template you created, do the following:
5. Confirm your selection, you can change the Send type between E-mail and SMS. Click Next.
6. Click Finish.
7. Now all the messages should be in your Outbox folder. Click Menu and then Send to send the E-mails.
Sending these messages may take some time, if a message pops-up saying Sending Failed, just close the window and send the message again.