How can I send a mass email template from the patron profile in t

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How can I send a mass email template from the patron profile in the Patron Database? - Mon - Dec 9, 2024 - 12:53pm

Callie Stearns

Dec 2024 ⚬ 0 Comments Email Delivery

Head to Patron Database > CRM & Mass Mail.

Click on the Customer ID of the customer you'd like to send an email to. Once you are in their patron profile, click on 'Email this Patron'.

You will be redirected to this screen with all of your Mass Mail Templates available for the Patron Database.

You can select one of the existing templates by clicking 'Preview and Send'. You can also replicate one of the existing templates by clicking the 'Replicate' button. Or, you can click the green '+Create New Email' button to create a new mass mail template.

We will show all emails sent to the patron in the 'Emails' section of their patron profile.

If you click on the Eye icon, we will show a preview of the email sent to the customer.

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