The following steps describe how to send a mailout using the HTML Editor in BBS to Customers via Direct Marketing Campaigns.

 

1.Setup the campaign, in BBS:

a.Main Menu > Direct Marketing > Direct Marketing Campaigns

b.Click New Campaign

c.Select option #1 or #3

d.Enter a name for the campaign

e.Enter a subject

f.Select the ‘Message Body Options’ tab

g.Click the button in the HTML File field to locate an existing HTML file or click the Create HTML File button to create a new HTML file. Please refer to HTML Editor for more information.

h.Select the ‘Attachments’ tab if you wish to send an attachment as well

i.Click the button in the Attachment File field to locate the attachment

j.Click Add

k.Select the 'Recipients' tab

l.Click Auto Add

m.Select the required parameters for the desired audience

n.Select the ‘Send Test Campaign’ tab

o.Click Send/Queue for Sending

 

2.Review test emails and make changes (if required):

a.Main Menu > Direct Marketing > Direct Marketing Campaigns

b.Click the on the campaign and select the campaign in question

c.Select the 'Message Body Options' tab

d.Click the Edit HTML File button

e.Make the required changes

 

3.Resend test messages (if required), in BBS:

a.Main Menu > Direct Marketing > Direct Marketing Campaigns

b.Click the on the campaign and select the campaign in question

c.Select the ‘Send Test Campaign’ tab

d.Click Send/Queue for Sending to resend test messages

4.When Ready to Send, in BBS:

a.Main Menu > Direct Marketing > Direct Marketing Campaigns

b.Click the on the campaign and select the campaign in question

c.Untick ‘Testing Mode’

d.Select the ‘Send Campaign’ tab

e.Click Send/Queue for Sending

f.Acknowledge the warning regarding Unsubscribing