Newsletter

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EssentialPIM allows you to compose an e-mail template that you can send to multiple recipients from Contacts.

Creating a Newsletter:

1.Select at least one entry in EssentialPIM contacts. Use CTRL (Shift) + left-click to select multiple entries.  Go to Edit -> Select All to select all entries. You can edit the list of recipients in the Newsletter dialog later.

2.Right click the selection and choose Send Newsletter option in context menu.

 

Newsletter_select_recipients.zoom75.png

 

3.The Send Newsletter dialog will appear which consist of thee blocks: Recipients, Message, Preview.

 

Newsletter_send_dialog.zoom75.png

 

Using Message block

 

The Message block is used to compose the letter for your mass mail. You can use every field of a contact as a tag. Use the Insert Field drop down list to insert the tags.

 

Newsletter_add_fields

 

In the To name field you can use either any contact field as tags or any text. The contents of that field will be placed in header of your letter. You can see the result in the To field of the Preview block.

 

Newsletter_fields scheme.zoom75.png

 

 

The Message field has an additional Attachments tab. Here you can add attachments to your message.

 

Newsletter_attacnments

 

Using Recipients block

 

This block contains a list of mass mail recipients.  You can add/remove recipients to/from the list or edit their info. Right-click on a field or entry to use one of its features.

 

Newsletter_recipients_edit

 

Recipients are highlighted in red if you use a field for which there is no information for that recipient.  To see what is missing, point the cursor to the interested entry and a tip will appear. To fix it, use the Edit feature and add missing values.

 

Clicking on the Recipients button will bring up a dialog for adding/removing recipients to/from the list.

 

Newsletter_recipients_list_edit

 

Use the arrow buttons in the middle to add or remove the recipients.

 

Using Preview block

 

This block lets you see how your message will look like before you send it out and is in the browse mode only. If you are sure everything is fine with your letter, click on the Save & Send button. EssentialPIM will ask you whether to save the current project before it starts sending the newsletter out.

 

Saving projects for later use

 

To save the current project, click on the Save Project button in the bottom left corner of the newsletter dialog window. To open previously saved project, click on the Open Project button and select a project from the list.

 

Newsletter_save_project