Emailing Customers via the Members Area
Where to email customers
You can email a customer via the MEMBERS area.
- Click the MEMBERS button in the main menu.
- Navigate to the required member, and view their Member record.
- Click the EMAIL tab that appears in the tabbed area top-right.
- This will launch the COMPOSE EMAIL area, and also provide an option to create a signature and canned responses.
[A] Email tab
Click this to compose a new email.
[B] Additional Email Options
You can apply additional options / actions to the email via the checkboxes
[C] Manage / Create canned responses
Click the link to create new responses or a signature or manage existing ones
[D] Add an Email Signature
Changes made to the signature area will save for next time you create an email.
Creating / Managing your canned responses
If you want to create re-useable responses to send out with the email click the CREATE CANNED RESPONSES link indicated in the image above by [C]
The responses can then be edited via the same link once created,
Applying a canned response
To apply a canned response click the checkbox next to the response in the area indicated in the image above [B]
The response will be included below any custom content you add to the MESSAGE area.
More From This Section
When you add a new member or via the member list management area, you can add notes and a followup date to each member. In the members list, you can use the Order dropdown, to filter for followup dates only.
Customer notes can be added when new members are added, via the bulk actions form on members list, or via the member details popup window. A full history of all notes is kept. Use followup dates for best effect
Use member status and member groups to give your members tags, that can later be used for searching, targeting newsletters or password protecting pages for select user groups. Each member can also be assigned a price group.
You can manage customers on an individual basis, via the member popup window, or in groups, using bulk status updates.
If you have things sent to automatically send password emails, you can check that this has happened by viewing the members record and checking the HISTORY tab.
Where files stored on the public site will open in a new tab, private/secure files will always download, but there is a quick way to open.
You can email a member via the Members area and create preset canned responses to quickly apply to an email, as well as set an email signature.
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