Email Customers in Bulk from BillMax

The functionality allows for customers to be notified quickly by email using a chosen System Template. It was added in BillMax 2022 Q3.

  1. Update or create a System Template.
    1. Select Correspondence > System Templates.
    1. Select New and enter the Name or click the System Template number.
    2. Enter Description.
    3. Enter Template Class.
    4. Enter Template. The following is an example for sending an maintenance notice.
      Note: HTML presentation may be sent as well as text presentation.
      Note: TO and FROM are required to be part of email template. The use of Subject is a best practice.
      To: ${TO}
From: ${FROM}
Subject: Maintenance

Routine maintenance will be conducted on FILLINDATE beginning at FILLINTIME.  
We expect this to take FILLINLENGTH hours.  During this time you may experience 
connectivity issues.

We apologize in advance for any inconvenience this may cause.

Thank you for your business!
<html>
  <body>
    <p>Routine maintenance will be conducted on FILLINDATE beginning at FILLINTIME.  
We expect this to take FILLINLENGTH hours.  During this time you may experience 
connectivity issues.</p>
<p>We apologize in advance for any inconvenience this may cause.</p>
<p>Thank you for your business.</p>
<p>${config.billingname}</p>  </body>
</html>
    5. Select Save from the Context Menu.
    6. Note: Test will only work for templates that are delivered from BillMax.
      Select Test to a User for information and an email to send the template to. Click Test and verify the results until satisfied.
  2. Send a System Template.
    1. Select Correspondence > Email Customers in Bulk.
    2. Enter FROM Override if email not coming from the Virtual Company Billing Email Address.
    3. Enter Send Immediately, Template Class, and Template from above.
    4. Note: The list of selections will be limited to the items that have an active Service.
      In the Combine selections, choose one or more groups to receive the email. Some selections can be specified specifically. In the drop-down field, enter the first two characters for a list of selections. Choose one or more.
    5. Restrict the email group further by specifying the Account Class, Service Class, Virtual Company, or Account Profile.
    6. Click Test and the results of what would occur will be shown in a new window. Correct any errors and run the test again.
    7. Go back to the original window and click Send.
    8. If Results is clicked, the latest email results are displayed. To see previous results, click the Options tab and select the Batch ID with the email template and date sent.