Write a single email message and send it to many customers, while automatically personalizing each message with information from your customer database.

Creating the Email Message

1. Click Setup >> User Options >> Messages.
   

2. Select General Messages >> New Message.

   

   • General: Messages such as "Welcome," "Thank You," "Service Specials," or "Vehicle Ready."

3. Fill in the Message Name and  Email Message Body .

   • Note: You can make a selection from the Insert Dynamic Placeholder section to automatically insert customer information from your database into the message.

     • Example: Dear [TITLE] [FNAME] [LASTNAME],  

4. 

5. Click Save.
   

Sending the Message

1. If you haven't already, edit the Sender Email address.

   • This will allow your recipients to reply back to you shop's email address.

2. Click Reports >> Customer Relationship Man.

   

3. Select Customer Lists from the Type dropdown.
   

4. Search for a specific group of customers or click the Select ALL Customers box >> click Display.

5. Select Email as the Contact Method and also the email description that you created earlier, from the Message dropdown >> click Send.