Sending Mass Letters, Emails and SMS

Sending Mass Letters, Emails and SMS

Sending Mass Letters, Emails and SMS

 

You will notice on each in each of the modules (Tenancy,Landlords, Suppliers, Contacts, Applicants), there is a “Communicate” button section.

The communicate buttons include “Letter”, “Email” and “SMS”.

 

Letters

 

- After clicking the “Letter” button on any tab you will be presented with the “Send Letter” window (the letter document will be different depending on which module you click the “Letter” button on) -

 

- Clicking it on “Tenancy” will bring up all tenant letters.

 

- Clicking on the “Landlord” module will only bring landlord letters up (Agent version only).

 

- From the “Send Letter” window select the document you want to mass send and click “Merge Letter” this will open up the “Merge Results” list.

 

- On this window you can select each contact you want to send the letter to.

 

- Click “Print Selected” to merge these documents and print them.

 

Emails

 

-After clicking the “Email” button on any tab you will be presented with the “Group Email” window

 

- From here you can select what mass email document you want to send and what group you will send it to, for example it could be a landlord group email or tenant group email.

 

- Select the template and click “Send Emails”.

 

- A message will appear saying “they are now queued in the email centre”, click “ok” to get out of the “Group Email” window.

 

- Once you have done the above, go to the “Email” tab on the main screen on Decorus Essentials.

 

- From here you can see all of the contacts that relate to the template you have sent.

 

- If there is a contact you do not want to send the mass email too, you can highlight the email and use the “Delete Button”.

 

 

- When you are ready to send them, use the “Send Queued Email” button.

 

 

- These emails will now appear in your “Outlook” outboxes.

 

SMS

 

 

- After clicking the “SMS” button on any tab you will be presented with the “Group SMS” window.

 

- From here you can select what mass SMS message you want to send, all SMS templates will displayed regardless of which module you select the SMS button on, so be aware to select the correct     mail merge template for the corresponding contact type.

 

- When you click “Merge SMS” the contacts listed will be from that tab you selected the button on you will be presented with the “Contact List” and can unselect any contacts you do not wish to send   a SMS too.

 

 

Note: To set up SMS messaging you will need to do this from preferences under SMS and sign up via the supplier AQL http://www.aql.com/partners/vision.php

 

 

 

 

Please See The Attached Document For More Information


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