In order to send an email to a customer, choose option “Customers” from the main menu, select the desired customer and click on the “email” button.
Figure 583: Sending an email to a customer (step 1/3)
The following screen will be displayed.
Figure 584: Sending an email to a customer (step 2/3)
The following parameters are available inside this screen:
Customer – the customer is already selected, but you can choose to select another customer from this pull down menu
From – field for entering the email address this message will appear to be from
Subject – field for entering the subject of the email message
Message –text area for defining the body of the email message (note: you can use WYSIWYG editor to format the email according to your preference)
Merge Fields – double click on the desired merge field to customize your email message by entering personal details
After setting these parameters click on the “send email” and the email preview screen will be displayed.
Figure 585: Sending an email to a customer (step 3/3)
You can preview layout of the email message inside this screen. Click on “back” to return to previous screen and modify the message or click on the “send mail” button to send the message.
The following confirmation wil be displayed once you click on the “send mail” button
Figure 586: Email sent