Mass Mailing

Templated emails are set up for you to send out to your customer contacts at your convenience. These templated messages are designated by corporate and adhere to corporate style guides. Templates that have a slim color bar in the margin are ready for you to use. All other templates are in a production stage, or are outdated and not ready for use. For a list of available campaign messages among the templates, or to make a request, visit the Google Docs link in external links below. Below are the steps to follow to send emails using the templates: 1. Select 'Sales' in the Odoo tool bar 2. Select 'Mass Mailings' in the left-hand column toolbar options under the Email Marketing heading 3. Select the email you want to use from the list of available emails that appear in the window (Note: Some of the emails will have been sent. You can still use these to send your own version of that email) 4. When the email has opened, you will see the email template in the body, and there will already be data in the "from," "subject," and "recipients" fields at the top. (You can ignore all of those for now). 5. Click on the "Action" drop-down menu option (next to the "Attachments" drop-down option) at the top of the window and select "Duplicate" **This will duplicate the email and add it to the selections from step 3 above. 6. Once your duplicate is open, you will need to change the data in the from, subject, and recipients fields. (The subject can stay the same if you want, but please remove any reference to "Copy" or "Duplicate." **You will need to be sure and change the recipients to your own mailing list, as well as who the email is coming from (most likely, from you). 7. Click on the “Options” tab and update the “Reply To” field to the email address you would like your customers to respond to should they click to reply to the email. By default the address will be be ‘sales@american-stone.com' or the email address of the person who created the template. 8. Email body: This content may not need to be changed, however you may want to change a phone number in the email body if you want the recipient to call a specific number, or change an email link if you want the recipient to reach a specific email. For example, a 'Get a Quote' link in the email may have a link to an email other than one you would like it to link to. If that is the case, please feel free to change the link email. **The body of the email will be fully editable. We do not recommend making any major changes. Please consult with Marketing if you have major change requests. 9. Once you are done adding your own information to the subject, recipient and from fields, and you are satisfied with the information in the body of the email, you can SAVE your email and then you are ready to send it.