Sending out mailings

To send a new mailing, go to Manage > Mailings in the backend. Here you will find an overview of all mailings that have been created, and you can change or delete an email. Before sending a commercial mailing you must activate the opt-in and opt-out function. 

Note: this is about commercial mailings and not about sending a standard message (appointment confirmation and reminder).

Click on the blue button 'Create new campaign' and there are five steps to create a new mail.

Step 1: Basic data

Give the mailing a name and indicate whether the message should be sent by mail or text message.

You then indicate the type of message you want to send:
- One-time mailing: for when you want to send the mailing once at a chosen time (for example, a newsletter).
- Message for an appointment: for sending additional instructions for an appointment.
- Thank you email: a few hours / days after each appointment.
- Call for making a new appointment: for sending an email after the last appointment.
- Mail after registration: after registration, the customer will receive additional information about your company.
- Mail for birthday: wish your customers a happy birthday through a birthday mail.

Step 2: Write the mail text

You can then determine the subject here and write the message. You can optionally add an attachment and / or discount coupon.

Make the message personal by using variables. To do this, click: display the available variables. When sending the message, the variables are replaced with the correct values. For example,%KLANT.NAAM% is automatically replaced by the customer's name.

Tip: send a test message to check whether the message meets your requirements.

Step 3: Define receivers

Here you can set the receivers. Here you can select the correct mailing list and possibly a segment. You can also add a new segment here. Depending on the type of mail, you can also set the period here when the mail must be sent.

Important: if you have chosen a message for an appointment or a thank you email, you can also choose to send the message to all customers. With this option no unsubscribe link is added in the mailing. This can therefore only be used with a non-commercial mailing.

Step 4: Time of sending

Here you set the time of sending. If you have opted for a one-off mailing, you can choose here:

- Send the mailing immediately.
- Send the mailing on a specific date and time in the future.
- Do not send the mailing yet.

Step 5: Control and confirmation

At the last step, check the recipients, the time and day of dispatch and the text. If you want to send the mailing, put a check mark: I am aware that this mailing will be sent. Then click on 'Save'