Bulk mail

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

The Bulk mail feature allows you to send large numbers of emails at once to your contacts, for example, for marketing campaigns or general announcements. By using placeholders (mail merge codes), information such as the name or VAT number is automatically personalized for each recipient.

Before sending a bulk email, you can choose which email address appears as the sender. This email address (sender address) must be validated by Nmbrs Accounting.

Permissions and roles

All users except a user with the 'Back office;' role in the domain or the 'Purchase' or 'HR' role can send bulk mail.

Access to Bulk mail

To access:

• click on the Contacts icon in the navigation bar
• then click on Bulk mail. 

The following screen is opened:

Step 1. Validate the sender's email address

Before you can send a bulk email for the first time, the sender's email address must be validated once by Nmbrs Accounting:

• if no email address in the domain has yet been validated for use as a sender, click on Click here to validate an email address next to the Sender field.
  
  

• enter the desired email address and the name you want to appear as the sender.
  
  
  
• Click on Send, then click on OK.
  
  
  The following screen is opened:
  
  
  
• Open your email inbox and click on the verification link in the validation email you received within 24 hours.
  
  
  After validation, the following message will appear on your screen:
  
  
  
• Open your Bulk mail again, and the validated sender address will be filled in
  
  

TIP!

Want to add email addresses later, change the sender name, or delete addresses? Click on Edit next to the sender address.

Step 2. Create and send bulk email

Next, fill in the following fields:

• Sender: select the validated email address.
• Document: select the document to send (text or HTML files only) from the archive. The subject and content of this document will be used as the subject and body of the email.
• Recipients: specify who will receive the email (Selected contacts, All suppliers, All customers, or Contacts with a specific tag).
  If you choose the last option, you must further specify the tag(s) and the associated contacts.
• Archive: check this option if you want to save a copy of the emailed message in the archive for each recipient.

Review the settings and send the bulk email.

Available place holders

To personalize the email, you can include placeholders in the selected document. This information is automatically retrieved from the company's or person's contact card:

• [Y_Naam] or [Y_FullName] - Full name
• [Y_AdresRegel1] or [Y_AddressLine1] - Street, 1st line on contact card
• [Y_AdresRegel2] or [Y_AddressLine2] - Straat, 2nd line on contact card
• [Y_Postcode] or [Y_ZipCode] - Postal code
• [Y_Stad] or [Y_City] - City
• [Y_Land] or [Y_Country] - Country of contact
• [Y_PostAdresRegel1] or [Y_MailAddressLine1] - Mailing address, 1st line on contact card
• [Y_PostAdresRegel2] or [Y_MailAddressLine2] - Mailing address, 2nd line on contact card
• [Y_PostPostcode] or [Y_MailZipCode] - Postal code of mailing address
• [Y_PostStad] or [Y_MailCity] - City of mailing address
• [Y_Code] - Contact code
• [Y_Aanhef] or [Y_Heading] - Heading of contact
• [Y_CodeBijLeverancier] or [Y_CodeAtSupplier] - Code whereby you are known with the contact
• [Y_BTWNummer] or [Y_VATNumber] - VAT number of contact
• [Y_KVKNummer] or [Y_COCNumber] - CoC number of contact
• [Y_VandaagLang] or [Y_TodayLong] - Today in long date format, for example Monday, 14th January 2019
• [Y_VandaagKort] or [Y_TodayShort] - Today in short date format, for example 14-01-2019. 

View history

Would you like to review previously sent bulk emails? On the Bulk mail screen, click on the History button to see an overview of all past email campaigns.