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