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How to: Send a plain text email note to my Contacts

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ShippingEasy's Customer Marketing provides many ways to email Customers. Learn more about Customer Marketing.

Campaigns are a way to send email messages with rich texts and graphics. Learn more. Other times you just need to send a simple message to your Customers. In those cases, a plain text email note gets the job done quickly. Plain text emails can also be designated as transactional, making them compliant with more store platform terms and conditions. Learn more.

How to: Send a plain text email note to a specific Customer, through their profile page

  1. From the blue navigation bar, expand the MARKETING tab and select CONTACTS.
    marketing_contacts_dropdown.png
  2. From the CONTACTS page, locate the specific Contact you wish to email. Click the Contact name.
    click_on_name_contact_page.PNG
  3. On the Contact profile page, see what Email Status is indicated.
    • Available for Marketing shows if the customer can be sent marketing emails.
      Customer_Profile_-_Available_for_Marketing.png
    • Not Available for Marketing shows if the customer can only be sent transactional emails.
      Customer_Profile_-_Not_Available_for_Marketing.png
  4. To send the email, click the Action button and then Message link at the top of the Contact list.
    action_message.png
    NOTE: if the platform through which the customer purchased prohibits sending any emails you will see an "Unable to Send" message appear. See the store platform for options to contact the customer. Learn more.
  5. In the SEND EMAIL modal, fill in the Subject and Message.
    send_plain_text_email_modal.PNG
  6. Determine if this is a marketing email. If so, check the box for The primary purpose of this communication is marketing. Checking the box above will add unsubscribe information to your email. Learn more.
    checkbox_marketing_purpose_email.png
  7. Once you finish drafting the message, click the Send button.
    Send_Email_-_Send.png
  8. If the email was successfully sent, a banner will appear to confirm that the message was sent.
    Send_Email_-_Message_was_sent.png

How to: Send a plain text email note to multiple Contacts at once

  1. From the blue navigation bar, expand the MARKETING tab and select CONTACTS
  2. From the CONTACTS page, locate the specific Contacts you wish to email. You can also use filters to narrow down the list based on attributes. Learn more. Check the box next to each of Contact you will email.
    check_box_names_contact_page.PNG
  3. To send the email, click the Action button and then Message link at the top of the Contact list.
    action_message.png
  4. In the SEND EMAIL modal, fill in the Subject and Message.
    send_plain_text_email_modal.PNG
  5. Determine if this is a marketing email. If so, check the box for The primary purpose of this communication is marketing. Checking the box above will add unsubscribe information to your email. Learn morecheckbox_marketing_purpose_email.png
  6. Once you finish drafting the message, click the Send button.
    Send_Email_-_Send.png
  7. If the email was successfully sent, a banner will appear to confirm that the message was sent.
    Send_Email_-_Message_sent.png

 


Related articles:

How to: Filter my list of Customers
How to: Upload Customer information via a CSV file
What do the Email Status values indicate?
What types of emails can I send to my customers?
What is a Campaign?

Comments

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  • Avatar
    Dog Collar Fancy

    I wish we could see the actual email the customer will see.... there's no html - add a link option - add a signature or anything... :(

  • Avatar
    Jennifer R. [ShippingEasy]

    Thank you for your feedback and for re-posting it to our Beta Feedback Forums! This helps our Product Managers better understand how to improve our Customer Management solution.

    If others agree with Dog Collar Fancy, please share your thoughts in this post: Email to customers




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