Create a Mailing

Navigation: From the Main Menu click Customer Entry, and select the green Email button. Then select Create a Mailing.

With the Create a Mailing, feature you can send emails out to many customers in bulk. You can tell them about upcoming specials, a move to a new location, or whatever you like. You can target customers in several different ways.

Create Mailing by Customer

With this tab, you can create a mailing list for customers based on their personal data. You can choose a Sales Category. so you could target specific groups such as wholesale or commercial customers. You can narrow down your target list based on when the customer last made a purchase, or how much they have spent. Fill out all appropriate fields to your liking and press the Create Preview List button.

You will see a list of customers that meet your set criteria. From here, you can craft a brand new email or you can use a Template.

You can select to send this email on a specific date by pressing the Send on Date Specified button, or you can send immediately with the Send Now button.

Create a mailing by Purchases

You can create a mailing for customers based on their purchases in the past. You can narrow it down range of dates, catalog numbers, sales category, and even type of vehicle. Customize this however you would like, and press the Create a Preview List button.

You will see a list of customers that meet your set criteria. From here you can craft a brand new email or you can use a Template, if you see a customer who you do not want to send this promotion to, (such as a generic cash customer) simply uncheck the Send checkbox in the right column.

You can select to send this email on a specific date by pressing the Send on Date Specified button, or you can send immediately with the Send Now button.