Sending customer quotes using an email batch

Run and Manually Extracting the Email Batch

1. In the navigation panel, double-click Relationships> Email Batches.

2. Click New in the ribbon to create a new email batch. The new email batch screen will display. 

3. From the drop down in type select Sale Quotes
   
   

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4. Enter an Email Name to best describe the batch

5. If you do not wish to receive a BCC, remove the email address

6. Click on Extract Batch from the top panel, pop up box will appear

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7. You must either enter a “Start Date and End Date” and you can also enter a Query.

8. Click OK 

9. Review the details that have been extracted into the Batch

10. If there are multiple email addresses for the One customer, you may wish to only send out 1 reminder. Highlight one of the email addresses you dont want to email in the detail line and click on Delete. Remember to always click on Save on any changes to the Email Extract. 

11. Once you are happy with the batch extract and tidyup

12. Click Run Batch Now from the top ribbon.

13. You are then taken to the Log Window and the process begins.

14. Once completed the 'Success' flag on the detail lines tab will all be ticked. Check.

15. An email with a link to the quote will be sent to the customer
    (System : Sales : WEB-PORTAL-QUOTE-ENABLE should be True)

     

    Product Notes would be included in email
    
    

    
    Custom words for “Number of Students” to be appeared in Email and Web
    
    

     

16. Customers can change the Qty if they require and than click the submit button
    
    

17. If the customer changes the qty it will update instantly on the quote within Readysell (including Last Modified and Audit Trail added)