Where to email customers
You can email a customer via the MEMBERS area.
- Click the MEMBERS button in the main menu.
- Navigate to the required member, and view their Member record.
- Click the EMAIL tab that appears in the tabbed area top-right.
- This will launch the COMPOSE EMAIL area, and also provide an option to create a signature and canned responses.
[A] Email tab
Click this to compose a new email.
[B] Additional Email Options
You can apply additional options / actions to the email via the checkboxes
[C] Manage / Create canned responses
Click the link to create new responses or a signature or manage existing ones
[D] Add an Email Signature
Changes made to the signature area will save for next time you create an email.
Creating / Managing your canned responses
If you want to create re-useable responses to send out with the email click the CREATE CANNED RESPONSES link indicated in the image above by [C]
The responses can then be edited via the same link once created,
Applying a canned response
To apply a canned response click the checkbox next to the response in the area indicated in the image above [B]
The response will be included below any custom content you add to the MESSAGE area.