Client's Bulk Email Notification
Bulk Email Notification page lets you email your clients. You can use the email template for the same email contents for different clients. You can also attach different reports that will be directly generated from Brevity.
You can access this page by going to the Client Menu and clicking on the Bulk Email Notification from sub menu.
These are the topics on this page:
Sending a Client's Email
You can send an Email to client from this page. You can use several options in generating / creating an email for the client.
- Email Template: You can select an email template using the email drop down menu. You can create your own email template by following this guide. (See Bulk Email Notification Template guide)
- Report: This is the type of report that you will send to your employees. Brevity can generate the report and attach it to your email.
- Report From Date: This is the first day of the report/schedule that Brevity will generate
- Report To Date: This is the last day of the report/schedule that Brevity will generate
- From: This is the field where you can choose who is the sender of the email.
- Subject: This will appear on the Subject Line of the email
- Email Body: This is the email that you will send to your employees
- Save Template Changes: You can edit the email template and click this button to save the changes you made to the template.
After filling in the details for the email report, click on the preview button.
It will list all the client's that you can send the email. You can select two or more clients by holding either pressing the "CTRL" or "Shift" Key from the keyboard and clicking on the clients you want to send the email.
After selecting the clients, click on the send email to send the email to the selected clients.
You can see an icon from the checkbox to check if the email has been successfully sent or failed. A green checkbox means that the email is sent successfully and red X icon means that the email failed to send
Previewing the Attachment
Before you can send the email to the client, you can preview the attachment by clicking on the preview button.
It will open another page, it will show the attachment that will be included in the email.
Changing the Email Template
You can change the Email Template on this page. Select the email template from the Email Template drop down
Click on the Save Template button once you are done editing the email template.
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