How to Send an Email Campaign

Modified on Wed, 06 Mar 2024 at 03:07 PM

To send mass emails or letters you must first configure your email and letter templates. For more details on how to create an email template, refer to our help article on: How to Create an Email Template.  Once the template is created, follow the instructions below:

Click here to watch a brief instructional video..

Select Campaigns at the top, then Send Email Campaign

On the next screen:

  1. Click the Select Template to send. This is a dropdown menu
  2. Method (Choose Email, Postal Mail or Auto)
  3. Enter a list of account numbers (or upload a file)
  4. Click Send

NOTE: The email process will generate your batch of emails. This will take approximately one minute for a small batch but could up to several minutes for large batches.

To view the status of the batch, click on Campaigns and the Pending Email Campaigns

You will now see your batch and any other batches that were generated. 

Click the batch you want to approve. At this time you can preview any email or approve the batch. 

Once you approve the batch it will be sent and the process cannot be stopped.

Any emails with an Error will be noted in the Status column. Additional details are available by clicking on the Consumer Reference Number to access their account.

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