Send A Mass Email from BillMax

  1. Create a Memorized Report to generate the Email addresses:
    1. Select Correspondence > Memorized Report.
    2. Select New.
    3. Enter Description.
    4. Enter Query. The email field to which the email will be sent must be aliased as 'TO'. A 'FROM' field is required, but it's use in the email template is optional. The following selects unique emails from Users that are not Closed:
      SELECT DISTINCT email AS 'TO', 'billing@example.com' AS 'FROM' 
      FROM user WHERE email != '' AND user.state!=1
    5. Select Save from the Context Menu.
  2. Create the Email template:
    1. Select Correspondence > Customer Notices.
    2. Select New.
    3. Enter Name.
    4. Enter Description.
    5. Choose Memorized Report created in step 1.
    6. Enter Template. The following is an example for sending an outage notice.
      Note: Fields from the query may be inserted into the template using the "${variablename}" notation.
      Note: HTML presentation may be sent as well as text presentation.
      To: ${TO}
      From: ${FROM}
      Subject: Outage
      
      We are having an outage
      
      Billing Department
      <html>
        <body>
          <h1>We are having an outage</h1>
          <p>Billing Department</p>
        </body>
      </html>
    1. Select Save from the Context Menu.
  3. Select Test from the Context Menu.. Enter Max Query Results to limit the number of results
    Processing in TEST mode...
    
    Using Template [
    To: ${TO}
    From: ${FROM}
    Subject: Outage
    
    We are having an outage
    
    Billing Department
    
      
        
    We are having an outage
    
        
    Billing Department
    
    
      
    
    
    ]
    
    Number of rows in result: 4
    
    ------- processing Troy.Beasley@example.com [
    To: Troy.Beasley@example.com
    From: billing@example.com
    Subject: Outage
    
    We are having an outage
    
    Billing Department
    
      
        
    We are having an outage
    
        
    Billing Department
    
    
      
    
    ]
    ------- processing Shari.Acosta@example.com [
    To: Shari.Acosta@example.com
    From: billing@example.com
    Subject: Outage
    
    We are having an outage
    
    Billing Department
    
      
        
    We are having an outage
    
        
    Billing Department
    
    
      
    
    ]
    ------- processing Julia.Mercer@example.com [
    To: Julia.Mercer@example.com
    From: billing@example.com
    Subject: Outage
    
    We are having an outage
    
    Billing Department
    
      
        
    We are having an outage
    
        
    Billing Department
    
    
      
    
    ]
    ------- processing Matilda.Merrill@example.com [
    To: Matilda.Merrill@example.com
    From: billing@example.com
    Subject: Outage
    
    We are having an outage
    
    Billing Department
    
      
        
    We are having an outage
    
        
    Billing Department
    
    
      
    
    ]
    
    Tested 4 rows
  4. Select Process to immediately send the emails.