Table of Contents

Using the Mass Email Tool

Mitchell Paul-Soumis Updated by Mitchell Paul-Soumis

When to use a Mass Email

The Mass Email tool exists to send an email an a large number of customers, where manually selecting the recipients would be impractical due to time consumption. Mass Emails are targeted to a list of accounts based on the filters selected. As multiple filters are added, the recipients will shrink accordingly - only recipients which meet all criteria will receive the mass email.

Most commonly, Mass Emails are used to notify your customers of upcoming changes to the network such as maintenance or unexpected downtime, however Mass Emails can also be used to inform your customers of promotional material, or temporary savings.

Mass emails can also be used to notify customers of price increases across your service offerings.

Creation Fields

Creating a mass email is a more flexible process than email messages, as a mass email uses completely free-form fields. In a mass email, the From Name and From Email Address represent the information which will be displayed to the email recipient. These two fields do not need to share a From Name or a From Email Address with any existing Email Messages or Inbound Email addresses .

Configuring the message and the filters will be covered in additional detail in the sections below.

Creating the message content

The Mass Email Message content utilizes the same content creation tools as the Email Messages, providing the versatility of variables on a much larger contact scale.

The available variables within the Mass email are as pictured below:

Amount Due: This variable will display the amount due on any unpaid invoices. This variable is useful for Mass Emails targeted at many delinquent customers.

Account Number: This variable will include the respective account number on the mass email upon receipt

Company Name: This variable will include your company name on the email

Contact Name: The contact name variable places the name of the designated recipient on the email. If multiple contacts are receiving the same Mass Email. Do note that unless the "Contact has Email Category Enabled" filter is used

First Name & Last Name: This variable will insert the recipients first and last name per their contact information

Common Mass Email Messages

Network Outage

Subject: Network Outage A-002 Tower

Body:

Hello *|FNAME|*,
This message is to let you know that we are aware of a network site issue that is affecting your services. We are presently dispatching technicians to remedy the issue and have an estimated time of repair for 2:00 PM. We will send you another email to let you know when services are restored, or we will provide a status update at 2:00 PM.Thank you for your understanding

Using Account Filters

Account has IP from Pool

This filter will present you with a list of all IP Pools, allowing you select a single or multiple pools to target only those accounts.

Account has IP from Subnet

This filter will present you with a list of all subnets, allowing you select a single or multiple subnets to target only those accounts

Account has Service

This filter will present you with a list of all Services on your instance allowing you select a single or multiple services to target only those accounts

Account has Status

This filter will present you with a list of all Statuses configured in your instance allowing you select a single or multiple statuses to target only those accounts

Account is Associated with Item

This filter will present you with a list of all Inventory Items created on the instance, allowing you select a single or multiple items to target only those accounts

Account is Connected to Network Site

This filter will present you with a list of all active Network Sites on your account, allowing you to select one or multiple Network Sites.

Account is Delinquent

This filter is used to select all accounts that are delinquent in your instance

Account is in Group

This filter is used to email accounts that are within a certain Group. This filter will display all active groups on your instance.

Account is of Type

This filter will display all account types on the instance, allowing you to select one or multiple types of account.

Contact has Email Category Enabled

This filter allows you to selectively target certain contacts from accounts by selecting the appropriate Email Category from the list.

How did we do?

Call Logs: General Best Practices

Email Messages: Example Content

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