How to Send E-Cert Codes to Customers
If the organization contact you're working with has provided you with a list of emails for people to receive E-Certs, you can send each person their unique E-Cert in an independent email. *Be sure to upload each person's email to their E-Cert code before attempting the steps below*
1) Select "E-Certificates" on the Left-Hand Menu
2) Select the E-Cert(s) to be emailed out to the customer
3) Select
4) Complete the "Edit Message" page
A) Select From Template: You can set up Message Templates in your account specific to E-Certificates. Message templates will auto populate a message written out in advance.
B) Message Name: "Message Name" is an optional field but can be added as a sort of memo
C/D) Date/Time: If you wish to send the email out immediately after filling out the "Edit Message" page leave this as it is. If you would like to send the message out at a future date/time select the date/time you wish to send the message out. *When sending a message immediately the button in the upper right will say . If you are attempting to send the email out at a future date, the button in the upper right will say
E) Email Subject: Enter in the Email Subject
F) Add Merge Field: The Add Merge Field allows you to merge in store/E-Cert specific information into the Email's subject line.
Ex:
This will fill in the customer's unique E-Cert code inside the Email Subject line, as well as, the specific store the E-Cert belongs to, giving the email subject a personal touch.
G) Notify Recipients: Here you can add any other other email address you feel should be included on the email, using "Custom Email" and enter in the desired email address. There are some auto-fill settings like "Organization Contact", "Store Salesperson", and "Contact Information". These will take the email address associated with those fields and attach them to the email as recipients.
H) Reply-to-Recipients: If a customer reply's to the email, you can designate who the reply should go to or if someone else should be included. If nothing is selected here, the response will automatically go to the Salesperson.
I) Email Body: Here you will fill in the details of the message to be sent to the customer.
J) Email Merge Fields: These act the same as the "Add Merge Field" for the subject line. You can add certain "Email Merge Fields" into your email body to fill in each customer's unique information.
Ex:
After all the necessary information has been entered, select either to schedule your email to send at a future date or
to send your email out immediately.