Sending Mass Email to a Group of Accounts
To send an email message, such as reminder letters or debtor statements, to a group of accounts:
- Click the Mass Email tab.
- Select a selection definition Stores predefined source objects/fields and filter conditions for use in the desktop apps and when sending email messages such as remittances and reminder letters to a group of accounts.. This must be one created for this purpose and must reference one of the following master objects: sales invoice, payment media summary or transaction.
- Select an email template A form email that communicates a standard message, such as a reminder letter or remittance. Email templates are a standard Salesforce CRM feature..
- If you are sending debtor statements, select the Group by Account checkbox.
- Click Send to send the email messages to the selected accounts.
You are notified of the success or failure of this operation.