Using Mail Pool

All marketing and managerial reports have the following menu on the left side frame:

The pool page is designed so that you can send e-mail to a predefined set of customers. Choose the pool from list box in the left side of Reports page. If you want to create or edit pool click on Pools settings button. For more information see EditPools.html

Each report generates groups of customers depends on report criteria. Once you have generated the report you can manage customers using the commands from the menu.

• Add
  Add all customers from the selected group non existing in the pool and show the pool page.
• Remove
  Remove from the pool all customers existing in the report and show the pool page.
• Intersect
  Intersect customers that you have found in the report with current pool content which means that leaves in the pool those customers that are found in the pool and in the report the other ones will be removed from the pool and show the pool page.
• Empty
  Clear the pool and show the pool page.
• View
  Show the pool page.

For example: you may want to see all your customers who have paid today by credit card and have sales person Joe. First you should add to the empty pool all customers who have paid today with credit card and then find all the customers by sales person Joe for today and intersect them with current pool content.

When you click one of the buttons you will see the following form:

This page is divided into two parts. The first is connected with the letter and the second is for the customers. In the first pane you enter the "reply to" name and e-mail address. These will appear it the letter which you will send. Then you have to select the letter that you will send.
E-mail Subject - It is assumed that you have written your letter before in the Letters page under the type "Miscellaneous letters". You select the letter you want to send by its subject from the combo box, so it is a good idea to write letters with unique subjects, however it is not a must. If you want to view the body of the letter, press the View button.
Send to customer E-mail - you have three choices to send email to customer's contact email, to all customer's emails if his/her plan has email included ot to both contact and subscription email.
No multiple use of Contact E-mail - if this option is selected the email won't be sent to one email address twice if there is two or more customers with the same contact email address.

You send the e-mail to all the customers by pressing the Send button and after you have entered the correct password in the "Password" field. You specify the password for sending e-mail in the Configuration page of the Administration menu.

If you want to see detailed information about the customers in the pool you have to press the Show pool button. When you first get to this page the pool is not shown. When you show the pool you will get information for all the customers you have added to the pool, as well as information about their debit, credit and balance amounts. If you want you can hide this information by pressing the Hide Pool button.
If you want to remove all the customers from the pool you have to click the Clear Pool button.

If the pool is empty customers count is zero.