Operations CRM - Send and Schedule Emails from Customers Screen

1. Click "Customers"

   To send emails to customers directly from the Operations Portal, log in to the portal and select "Customers" from the menu options. In order to access "Customers" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "customerView" and "customerEdit".

   

2. Search for a customer

   Locate the customer you want to email by searching for their account via the search field. You can also scroll through the list of customers or use the grid filters to locate their account.

   

3. Click the "More Details" button

   Once you've located the customer, select the "More Details" button associated with their account.

   

4. Select the "Email" icon

   To initiate sending an email to your customer, select the "Email" icon.

   

5. Enter the customer's email address

   A pop-up will appear. First, enter the customer's email address in the "To" field.

   

6. Fill out "Cc" and "Bcc" fields

   You also have the option to add email addresses to the "Cc" and "Bcc" fields. These fields are optional. In this example, we will leave them blank.

   

7. Fill out the "Subject" field

   Next, enter your desired text in the "Subject" field. If this is not filled out, the email will have an empty subject line.

   

8. Add text to the body of the email

   Lastly, add text to the body of your email.

   

9. Click the "Send" button

   Once the email fields are filled out and you are ready to send the email, select the "Send" button. Upon selecting the "Send" button, the system will automatically send the email to the customer.

   

10. Click the "Clock" icon

    If you'd like to schedule the email to be sent on a different date and/or time, select the "Clock" icon to schedule your email.

    

11. Click the "Calendar" icon

    A pop-up will appear that will allow you to schedule your email. Select the "Calendar" icon to choose the date you want to send the email.

    

12. Select any date

    Use the calendar to select the date you want to send the email.

    

13. Click the "Clock" icon

    Select the "Clock" icon to set the time you want the email to be sent.

    

14. Select the time

    Select the time you want to send the email.

    

15. Click on "Schedule send"

    Once you've set the date and time you want to send the email, select "Schedule send".

    

16. Click the "Emails" tab

    Upon scheduling the email, the pop-up will disappear and the system will wait to send the email until the designated date and time you've chosen. To view all the scheduled and sent emails to your customer, select the "Emails" tab.

    

17. View all emails

    On this screen, you can view a log of all scheduled and sent emails to the specific customer.