Hopefully, you have the email settings all secure and are ready to send out a blast to your clients.  This is where ClientBase really shines and saves you time!

Perform a query to get your target. It might be a query to ALL clients if you are wishing them a Happy New Year, or it may be something specific–your RCCL DSM just gave you a past guess promotion and you need to target only past RCCL guests.

Once the query is in the main screen, click on the EMAIL icon in the top bar.

From this screen you can select how yo want this email sent out and how you want to order them in the preview pane (coming up). I never change it from the default e-mail. I really don’t care/

You can select to send them to ALL results in the shown query or to SELECTED ones. To select specific profiles (say you could not query it as tight as you would have liked) hold down the CTRL button on your keyboard while clicking the profile. Easch selected profile will remain highlighted.

You can select to which email you want to send this. I reccommend that you select the primary email. If you select all, you run the risk of them feeling spammed. Unless it is an emergency–they ship sank and you will not be sailing tomorrow–stick with the primary.

IMPORTANT 99.9% of the time you ALWAYS want to have the INCLUDE ONLY EMAILS WITH MARKETING PERMISSION CHECKED checked. Marketing permission is checked by default; however if you send an email to someone that has requested you stop–you could be in some legal trouble.

IMPORTANT TOO Do NOT check the USE BCC METHOD OF SENDING EMAIL. It almost seems counter intuitive, but a BCC email is a single email and it is blindly copied to other recipients. Most ISPs will flag you as a spammer when you have a lot of BCC addresses.  Don’t worry, ClientBase will send out individual personalized emails to your clients.

Click OK

Now you are in the compose screen and while you may be sending this to a million people, you only have to create one message. The contact info you see if the first email you will be sending. You can scroll through using the ARROW icons to see the other names.

Enter the subject and compose your message. You can select the mode (and this was defaulted in yesterday’s settings). I prefer to send out a document template (I have a template created that I use all the time); but you can select plain text (boring), Raw HTML (if you have something from a supplier and it is up in the INTERNET MANAGER or if you know HTML or are copying from another source), or formatted text which many agents prefer–it gives you some creativity to insert a logo and change the fonts and so formatting.

You can customize it to your client with their first name and home town and other information if it is in the profile.

Please use the spell check first to make sure.

Preview the document and if you are happy….

SEND ALL (Send current will send the currently displayed email only)

After they are sent, you will see how many were sent successfully. If there were errors, look at the report and correct them–usually it is a comma instead of a dot in an email address or an errant space that is the culprit. Click OK and then CLOSE.

You will be promoted to CREATE A MAILER. Absolutely. Click YES and then you will see a summary of the email you sent. You can change the subject to something that might be more meaningful to you (if the subject to your clients said Great Cruise Specials, you may want to change it to January 08 Special From DSM).  Click OK again and ClientBase will attach that mailer to each and every client profile.

Now the next time you need to follow up, you can see exactly what they were sent!

Tags: Email, General Marketing Tips