Bulk email blasts can be used to reach multiple client contacts at once.
Why send email blasts?
Common use cases include introducing clients to the Client Portal, inviting them to Receipts, and sending reminders about upcoming due dates.
Sending emails in bulk
Admin users can access the email blast option under Practice Settings.
Go to Practice Settings > Client Portal > All contacts
Select "Send email blast"
Email blast history
Emails sent via an email blast are tracked from where the email blast was sent (Practice Settings).
Go to Practice Settings > Client Portal
Under All contacts, select "Send email blast"
Scroll to the bottom of the draft
Expand the "Email History" drop down
Scheduling an email blast
Scheduling an email blast is done within the email blast modal. This is accessible by admin users only, under Practice Settings > Client Portal > All contacts.
Select "Send email blast"
Enter all details in to the email draft
Select the arrow next to the "Send" button to specify the date and time of the email blast
Canceling a scheduled email blast
Canceling a scheduled email blast is done under the email blast history, under Actions > click on the trash icon to remove the scheduled email.
