If you have access to E-mail and SMS Marketing in Back-office, you will be able to send an email/ SMS to all the customers at once. 




STEPS:


1. In Advantage Back-office, click the left sidebar menu.

2. Click on the Sals menu.

3. Open the E-mail and SMS Marketing module. 

4. Go to the "Select Customers" tab. 

5. Select the "Search Customers" option. 

6. Select one of the following options:

Filter option

All Customers


With Salesbased on sales made
With no Salesbased on sales made
Top 20% by GPbased on sales made
Next 30% by GPbased on sales made
Last 50% by GPbased on sales made
Salespersonbased on sales madespecific drop-down option must be selected.
Languagebased on option selected in Customer Catalogspecific drop-down option must be selected.
Credit Termsbased on options selected in Customer Catalogspecific drop-down option must be selected.
Customer Groupbased on option selected in Customer Catalogspecific drop-down option must be selected.
Sales Areabased on option selected in Customer Catalogspecific drop-down option must be selected.
Customer Typebased on option selected in Customer Catalogspecific drop-down option must be selected.
Discount Catbased on option selected in Customer Catalogspecific drop-down option must be selected.
Account Typebased on option selected in Customer Catalogspecific drop-down option must be selected.
Account Statusbased on option selected in Customer Catalogspecific drop-down option must be selected.

New Today

based on new customers created
Sales Todaybased on sales made


7. Select a "From" and "To" date.

8. Select one of the following options:

  • Fetch Sales last 24 weeks
  • Fetch Sales last 24 months

9. Click on the Fetch button. 

TIP: To export the list to Excel, follow these steps:
- Right-click on the list:
- Select the Export All to Excel option.
- Select the folder you would like to export the file to.
- Type the File name. 
- Click on the Save button. 
- A system message will appear: Excel export will now be started. Exporting large datasets may take several minutes to complete. Do you wish to continue?
- Click on Yes. 
- A system message will appear: Excel export has been completed. 
- Click on OK. 


NOTE: Learn How to export a list with the customers' names, contact e-mails and cellphone numbers?


NOTE: If you would only like to contact customers who you have an e-mail address, follow these steps:
- Select the "E-mail" option
- Click on the Select All button. 
- The "Send E-mail" column will be changed to "Yes" for each customer who has a "Contact E-mail":



NOTE: If you would only like to contact customers who have a valid cellphone number, follow these steps:
- Select the "Cell" option
- Click on the Select All button. 
- The "Send E-mail" column will be changed to "Yes" for each customer who has a valid "Contact Cell" number:


10. Click on the E-mail and SMS tab.

11. 

To send an E-mail to the list of customers, follow these steps:
  • Choose an HTML file by clicking on the button with the 3 dots next to the Message path field: 
  • Complete the following fields:

- Sender

- Sender E-mail

- Subject

  • If required, select a file to attach to the e-mail by clicking on the on the button with the 3 dots next to the Attachments field: 
  • If required select / unselect the following options:

- Send one e-mail using Bcc

- Send to each recipient as separate e-mal

- Send a Read Request to each recipient. 

  • Click on the Send E-mail using Outlook button. 
To send a SMS to the list of customers, follow these steps:

NOTE: You will require SMS credits in order to send SMSes via the Advantage application. Learn, Where or how do I buy SMS credits to use in Spiralsoft Advantage?

  • Complete the "Sender" field.
  • Select either the "Select English" or "Select Afrikaans" option. 
  • If required, tick the "Library" checkbox, and choose a message from the drop-down list.

NOTE: You can add, remove or edit the SMS message library by learning How can I add or change SMS messages in my library?


  • If required, add or edit the Message text. 
  • Click on the Send SMS button.