Once you have verified your Outbound Mail Settings have been set up, you may now proceed to the next step of sending mass emails to your customers. 

Please visit the previous article by clicking HERE if you have not yet set up your Outbound Mail Settings.

To send out mass emails:

1. Click Clientele > Email. The Email Customers window will open.
   
    
2. Use the To field to specify a recipient’s email address or click the To drop-down to enter criteria to search your customer database.
3. Specify the subject of your email.
4. Write the body.
5. Use the Merge Fields drop-down at the top to insert variables that will behave like a mail merge when you send the email.  The Edge will pull this data from the customer record and populate the email body.
   
   
   Available merge fields include:
    

   FullName	Full name of the customer.
   FirstName	First name of the customer.
   Spouse	The customer's spouse's name.
   Birthday	The customer's birthday.
   SpouseBirthday	The customer's spouse's birthday.
   Anniversary	The customer's wedding anniversary.
   Jobs	The envelope numbers belonging to the customer.
   JobCount	The number of service jobs associated with the customer.
   RewCurBal	The customer's current rewards card balance.
   RewAccru	The date to which rewards will accrue.
   RewExpire	The date the rewards balance expires.
   RewTier	The rewards tier to which this customer is assigned.

6. Write the contents of the email, inserting merge fields where needed.  An example might appear as follows.
   
    
   NOTES:

   · You can directly edit the HTML code of a customer email by right clicking in the body and selecting View Source.  · To insert an image, right click in the body and select Insert Image.

7. Select any attachments.  This can include images, local files, or something with a URL.
8. Select OK to generate a list of matching customers.  Select those you wish to email and select OK to send out the email.