With Carerix you can easily send an E-mail to a group Candidates or Contacts.

Method

As example we give the situation where you want to send a change of address to a selection contacts.

Adjusting and sending existing E-mail template.

In this example we're working with the standard library template "Blank to contactperson".

  • Go to 'Files' | 'Contactpersons'
  • Go to the Contactpersons Overview and select the checkbox in front of one or more Contactpersons
  • Select under "Choose E-mail" the template :"Blank to contactperson". The E-mail frame opens.
  • Click on the button [Edit] fill the fields;
  • When you had selected multiple contactpersons, each will recieve their own e-mail addressed to them personnaly. We don't use bcc e-mails, each contactperson will get a seperate email. 
  • Click the button [Generate} e-mails to send the messages. When you want to first test the content of a message, you can use the "Send example" to an address.

As our second example we take the situation where you want to send an address-change to multiple contactpersons:

Create an E-mail template

An Carerix admin is able to create new templates.

  • Go to 'Maintenance' | 'Templates'
  • Create a new E-mail Template
    Name: Change of Address
    Visible with: Contact

E-mail template testing

  • Go to 'Files' | 'Contacts'
  • Go to the overview of Contacts and select one ore more Contacts
  • Select at "Send e-mail(s)" the template "Change of Address".
    The e-mail screen opens.
  • Check whether the message is alright.
    If that is not the case click [Cancel] and change the template.
    Iterate this proces until the template is alright.
  • Is the message okay?
    Then fill in your own e-mailaddress at "E-mail address for test" and click [send].
  • Check whether you received your E-mail.
    If the e-mail is not okay, change the Template until it is correct.

Send Mailing

The idea is that you have for the Contact a group 'Newsletter'.
And you decided to send everyone in this group an change of address.

  • Go to 'Files' | 'Contacts'
  • Select the Contacts with the next searchrule:
    Group is equal to "Newsletter"
  • Select at Send E-mail(s) the Template "Change of address".
    Now the e-mail screen opens.
  • Click [Generate e-mails].
    All e-mail messages are now generated. After this the E-mail messages automatically are going to be send. It could take some time before all messages are being send.

Hints

  • Send a message to a selection of the Candidates works like this:
    In the Template with Visible with fill in : Candidate
    Insert Candidate instead of Contact in the instructions here above.
  • This way you can send an E-mail to a couple of thousand receivers.
    If this number is larger, then you have to split the list.

    You can do that according to the instructions below:
    Add as search-criterium: lastname starting with a b c
    Now that you have a shorter list, send the e-mail.
    Repeat this proces for the lastname: lastname starts with d e f, g h i etc. until you have run through the complete alphabet.
  • Make sure that the Template chooses the correct address: Business or Private;
    With Candidates it is normal that only a private address is filled in
    With Contacts only a business address

    To be sure that the just notified process elapses well, you can click the checkbox at: Use other e-mail address if not available: If one address is not filled in, Carerix takes the other address.

Remark

  • Choose in the Template with Visible at for the "Contact" and not for the "Contact (CAMPAIGN)".
    This last named option makes the Template available in a Contact-file.

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Keywords : UD-2052

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