Sending bulk emails

Bulk email with Vertec

Product line

Standard

|

Expert

Operating mode

CLOUD ABO

|

ON-PREMISES

Modules

Services & CRM

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created: 22.02.2008
Machine translated
Updated: 05.09.2017 | New search terms stored. No change in content.

To send bulk emails using Vertec addresses, the best way to do this is to:

In Vertec, put the desired addresses together in a folder and define the columns you want to use in the list settings of that folder, for example:

ColumnOCL
E-mail addressstandardemail
form of addresssalutation
complimentary closeComplimentary close

Export this list to Excel and use your standard bulk mailer program (e.g. TurboMailer) for dispatch.

Create activity

If you want to create an activity and assign it to all the addresses you sent the bulk mail to, it is best to do the following:

  1. Manually create an activity and copy the text of the bulk email into it.
  2. Then link the addresses (located in the folder above) to the activity via drag & drop:
    • Open the folder with the addresses in a new window and select all (via the box in the top left corner)
    • Drag the addresses onto the activity and select Role: Assigned Addresses