Send Emails to All of your Customers | FAQ

Back

Yes, you can send emails to all of your customers by setting up a Workflow rule and associating an email alert.

Step 1: Create a Custom Field

Create a Checkbox type custom field at the customer level. This will be the trigger to send the emails.

Step 2: Set up the Email Alert

Navigate to Settings at the top-right corner of the page.
Click Workflow Actions under the Automation section.
From the Email Alerts tab, click +New Email Alert.
Enter a Name for the email alert, and for the Module field, choose Customers.
Click the Email Template field and customize a new template by clicking on + Add New Email Template option.
Choose the respective recipients from the Email Recipients field, add CC/ BCC (if any ).
Click Save.

Step 3: Set up the Workflow rule

Navigate to Settings at the top-right corner of the page.
Select Workflow Rules under Automation.
Enter a Name and select the Module as Customers.
Choose when you want to trigger the notification as Event Based with the Edited option and set the condition as When any selected field is updated.
Choose the checkbox type custom field from the list of fields.
Set up filters and criteria for the workflow as per your requirement and click Next.
Select the Action Type as Email Alerts.
Select the customized email alert from the list.
Click Save.

Now, whenever you wish to send emails to your customers, you can bulk update the CheckBox custom field by checking / unchecking it. Any changes to the field will trigger the workflow rule.

Was this document helpful?

Yes

Is it possible to send out a newsletter email to all of my customers?