Within PlusPort, there are several options under Merge to send e-mails. Within each option, different filters are available to narrow down your audience.
In this article we explain step by step how you can e-mail a specific group of users.
Step 1: Go to Merge
Go to Actions > Merge > Users
Step 2: Set the desired filters
Set the desired filters. For example, select the department you want to e-mail.
Step 3: Click 'Search'
Click Search to retrieve the users based on the set filters.
Step 4: Select users
Select the users you want to e-mail. You can do this by ticking the users individually, or by using the checkbox at the top to select all users.
Step 5: Choose a method
Choose the desired method:
- E-mail: Send an e-mail to the selected users.
- E-mail with template attachment: Send an e-mail to the selected users, with a template as attachment.
- E-mail with document attachment: Send an e-mail to the selected users, with a document as attachment.
Step 6: Select a template
Select the correct mail template.
Step 7: Send
Click Next and then Complete to send the e-mail.
Note:
Make sure the correct mail template has been created before you start the merge. For more information about how to create a mail template, see Templates.