Bulk Email/SMS function

Reinhard MinnaarSeptember 12, 2019July 15, 2020 Features

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Last Updated on July 15, 2020 by Madelein Wolfaardt

The Smart iT bulk email or SMS function has many uses.
One that I enjoy using the most is sending my customers an email or SMS reminding them that their account is outstanding.
In just a few minutes you can send reminders and Smart iT will automatically fill in the customer’s name and the amount outstanding. Saving you the trouble of sending out emails/SMS one by one.

See steps below

Step 1:

Go to Customer > Age age Analysis

Step 2:

Use the tick boxes to your left to select the customers that you want to send the reminder.
Click on Email or SMS

Step 3:

Fill in your subject line.
Write your message that you want to send.
You can use substitutions for example {name} and {total}. The substitution will then be replaced with the customer’s name and the total that is being owed.
Saving you a lot of time.
You can use the Add/Edit template to create a template so that you do not have to type out your message every time.
Click Send when ready.

Please feel free to contact us for any assistance.