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.

Discover E-mailing Contact Groups

The following are two main steps that must be followed when creating e-mailshots in QuickEasy:

• Setting up a Mail Group
  • Supplier Group
  • Customer Group
• Creating a Template to E-mail
  • Sending an E-Mailshot with Template

Setting up a Mail Group

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.

Supplier Group

Follow these steps on how to create a Supplier Group.

1. Navigate to Main menu > CRM > Contact Groups.
2. Click on the Add button.
3. Enter Suppliers-all as the name.
4. Uncheck the Static checkbox.

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.

Customer Group

Follow these steps on how to create a Customer Group.

1. Navigate to Main menu > CRM > Contact Groups.
2. Click on the Add button.
3. Enter Customers-all as the name.
4. Uncheck the Static checkbox.
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,

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.

Creating a Template to E-mail

Follow these steps on how to create a Template.

1. Navigate to Main Menu > CRM > E-mail.
2. In the Folder drop-down box, select Templates.
3. Click New.
4. Leave the To, CC and BCC fields blank.
5. Enter the Subject description.
6. Message - Add a custom message. 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.

7. Click Save and Close the window.

Sending an E-Mailshot with Template

To send an E-Mailshot using the Template you created, do the following:

1. Navigate to Main Menu > CRM > E-mail.
2. Click on the Menu button and select E-mailshot.

7. Now all the messages should be in your Outbox folder. Click Menu and then Send to send the E-mails.