How to Send Emails to Customers
This guide explains how to send targeted or bulk emails to customers using our platform.
Method 1: Finding customers by name or ID
Use this method when you know the customer's name or customer ID.
- Navigate to the Operations tab
- Select Customers
- Search for the customer using their name or customer ID
- Select the customer(s) you want to email
- Send email using the email button at the top of the page
Method 2: Finding customers by address
Use this method when you only have the customer's address information.
- Navigate to the Operations tab
- Select Orders
- In the location section, search using the address information you have
- Select the target customer(s) from the results
- Send email using the email button at the top of the page
Single vs Multiple Customer Selection
Targeted Email (Single Customer):
- Select one customer to send a personalized email
Bulk Email (Multiple Customers):
- Select multiple customers to send the same message to all recipients