ProDon:Mass Mailing, follow-ups and reminders for commitments by objective

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Mass Mailing, follow-ups and reminders for commitments by objective


Introduction

One of the advantages of commitments is to regularly be in touch with your client. The Mass mailing is a tool put to your disposal to help you to maintain this link. With this function, it will be easier to do follow-ups and reminders to your clients for the purpose of keeping them up to date with their commitment to you.

Master Document specification

ProDon5 Mass Mailing, follow-ups and reminders automatic commitments 001.png
For generating a commitment mass mailing, it is required that your Master Document be of "Commitment" type.


Generate Mass Mailing from the commitment file

ProDon5 Mass Mailing, follow-ups and reminders for commitments by objective 001.png
Click on the MassMailingButton.png button to launch the Mass Mailing
ProDon5 Mass Mailing, follow-ups and reminders automatic commitments 005.png
A: Allows to select the Mass Mailing options. In this case, you will have to keep the default options because you are on a specific commitment. B: This where you can select which Master Document you will use to do your document merge.
C: Options to generate in Excel (Export to "Excel") or in Word ("Generate" button).

Generate the Mass Mailing from Commitments and Prospections history

You will have to go to the "Analysis" tab, select "History" then select "Commitments and prospections". So this window opens:
ProDon5 Mass Mailing, follow-ups and reminders automatic commitments 003.png
Click on the MassMailingButton.png button to launch the Mass Mailing. In this case, you will have to select the "Mass Mailing - Commitment" option.
ProDon5 Mass Mailing, follow-ups and reminders automatic commitments 004.png
A: Allows to select the Mass Mailing options. B: This where you can select which Master Document you will use to do your document merge.
C: Options to generate in Excel (Export to "Excel") or in Word ("Generate" button).



Document name: ProDon:Mass Mailing, follow-ups and reminders for commitments by objective
Version : 5.0.3.1