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Bulk Emailing Customers

Last updated 30/10/2020

How to send multiple Sales Orders to your Customers at the same time using the Bulk Email feature.

Overview


The Bulk Email feature allows you to send multiple Sales Orders to their respective customers in one go.

This might be useful if you have made multiple Sales Orders, and you'd like to send them at the end of the day in one batch.

To enable the feature, you must first set up the Bulk Email feature in the settings, as explained in Sales Order Settings.

Bulk Emailing Sales Orders


To email Sales Orders in bulk:

  1. From the left navigation, select Sales and then select Sales Orders.
  2. From the List Page, select the orders that you'd like to update.
  3. Hover over the Actions button, then select Bulk Email Sales Order.
  4. The next page will show an example email for the first record in the list.
  5. Select Send Batch. This will send an email for each of the ticked Sales Orders.