Emailing Customers

Emailing Existing Customers is Easy in The Customer Factor

The Customer Factor makes it super easy to connect with your customers via email. Whether you want to reach everyone or just a select group, here’s how to do it:

Step 1: Start with a Search

Everything begins with a search! To email all your customers:

Click the total number of customers next to the "Customers" tab.

Alternatively, go to the "Search" dropdown under the "Customers" tab, leave the last name/company name field blank, and click the search button.

Step 2: Displaying All Customers

If you have more than 300 customers, The Customer Factor will only display 300 on the search results screen by default. To view all of them:

Click the total number of customers at the top left of the screen (it will say "View All" when you hover over it).
Wait for the screen to load, and you’ll see all your customers on one screen.

Step 3: Select Customers

Now that you have all your customers displayed:

Click the "Check All" box at the top right to select everyone.

Click the "Send Emails" button at the top of the screen.

Step 4: Handling Email Addresses

An "Add Email Address(es)" window will pop up, asking you to add email addresses for any customers who don't have one.

If you don’t want to add them right now, just click the "Skip" button at the top of the window.

Step 5: Choose Your Email

You'll be taken to the "email customer" window.

Simply click the email title of the email you want to send.
Or, if you want to create a new email, click on click to visit email settings.

Step 6: Creating a New Email Template

To create a new email and save it for future use:

In the "email customer" window, click the "click to visit email settings." link at the top.
In the email settings window, click "Create New Email Template" at the bottom left.
Create your email.
Click the "Save and Close" button. This will take you back to the email customers window.

Step 7: Send Your Email

Click the email title of the email you just created.
Click the "Send Email" button, and off it goes!

Emailing a Select Group

Remember, emailing starts with the search! If you want to send to a specific group of customers:

Do a customer search for that group. For example, search for customers who haven't had work done in at least 6 months.
Get them all on one screen.
Send them a broadcast email to drum up some business!

Final Step: Send Your Email

The Customer Factor knows whether or not you have an email address for your customers, so there is no need to worry about that.
Do the search, click "Check All", click the "Send Emails" button at the top of the screen, click the email title of the email you want to send (or create it in the email settings window), and click the "Send Email" button.
Within minutes, your customers will start receiving your emails!

I hope this article is helpful! I tried to make it super clear and easy to follow. Let me know if you want any changes or if there’s anything else I can do to help! 😊

Best regards,