Send a Global Mailshot Email
 Previous Top Next
Global mailshots allow you to produce emails for many contacts in one go. You can create contacts to make sure you have the correct addressee names and email addresses for mailshots.  Customers and Prospects to be included in a mailshot can be selected based on Customer Type, Market Class or Mailshot Category.

1.   Firstly you should allocate a letter code and pathname for the letter to be sent and then edit the template letter so that it contains the desired content.   
2.   To generate the Global Mailshot, select Gx CRM from the toolbar.
3.   From the menu, click Send a Global Emailshot.
4.   Firstly select whether the mailshot should include Customers, Prospects or Both.
5.   If this mailshot is only for a specific groups of customers, click the radio button for Customer Type, Market Class or Mailshot Category in the Select By options.  See: Create Customer Type Codes, Create Market Class Codes and Create Mailshot Category Codes.  Note: you can only select by one field.  Then select the required groups from the list provided against the chosen field, and click the Add button to add this group to the selection criteria.  If you want to include everyone, click the All Customer radio button.   Note: if you wish to apply other selection criteria to your email recipients, for example by rep code, please refer to the Email a Specific Group of Contacts topic. 
6.   Next click the line below Contact Category and select the required contact from the drop-down menu.  This ensure that the mailshot is addressed to the correct contact person if the customer has multiple contacts set up.  If two contact names are set up with this contact code, the system will produce a letter for each.  Further contact categories can be selected in the lines below so that if an account does not have a contact person set up with the first contact category, it will use the contact name with the second contact category.  If the account has both contact codes set up, a letter will be produced for each contact.  There is an option to select All Categories so you can still use this program even if you have not set up contact names and contact categories for your customers and prospects.
7.   Select the letter you wish to email then click Select.  This displays the selected recipients for the mailshot at the bottom of the screen.  The number of recipients is also displayed at the bottom of the screen.
8.   Click the Send button. 
9.   Choose Email from the Sent To options. 
10.   Click Ok. 
11.   Enter the email subject line in the popup window and click Ok. Your email client will take over at this stage and send the emails.  You will be able to review them in your Sent Items in your email client.  Click here to view an example of a sent mailshot email. The merged data is highlighted in bold.  If you wish to perform a Global Mailshot in Pwoer Gx on the Cloud then please contact support.
12.   In Gx CRM\Contact Details, each account selected for the global mailshot, will have automatically been updated with a comment detailing the time, date and letter code generated, and the method of sending it, i.e. by email, also listing the recipient email address.  Use the Previous Calls tab to view this information.