Send an email to many clients at the same time

To send an email to many clients at the same time, you can use the Records dashboard tab. As a result, it is not necessary to send one email to each client each time.

Make sure that your site has an applicable email template. ezyVet uses the email template to send the email.

To find the applicable clients and send an email to them, do this procedure.

Note: A practice manager can configure the time range that ezyVet uses to automatically send email messages. ezyVet automatically sends the email messages only in the time range that the practice manager configured.

Note: ezyVet customer support recommends that you do this procedure only for less than 1,000 clients at the same time.

Select Dashboard.
Select Records.
ezyVet shows the Records screen.
Set Record Type to Contact.
Set Active to Yes.
In the All section, select the green plus button to add a filter.
Set the filter to Contact Type.
Set the Contact Type filter to Customer.
Select Show Records.
ezyVet shows the client contact records.
Select the applicable client contact records.
In the Perform Action section, select All or Selected.

Note: To send a message to all clients of the search results, select All. To send a message to only the clients that you select, select Selected.
In the Action list, select Generate Communication.
Select Action.
ezyVet shows the Send Communication dialog box.
If necessary, select This is Marketing.

Note: If you select This is Marketing, clients that have No Electronic Marketing (Spam Act Opt Out) set in their contact record will not receive the message.
In the Method box, select Email.
In the Template* box, select the applicable email template.
In the Status box, select Sending.
In the Subscription box, select the applicable subscription group of the email.
Select Confirm What To Send.
ezyVet shows a dialog box that shows the clients who will receive the message and other related information.
Do a check of the information and make sure that it is correct.
If necessary, select Choose File to add an attachment from your device to the email.
Select Generate Communication.
ezyVet shows a confirmation message: