Mass Emailing Customers

PAYD Pro PlusTM provides you with the ability to communicate with your customers via mass emailing.

NOTE: The Mass Mailing feature is optional and may or may not be visible based on your Merchant Agreement with Moneris®.

NOTE: The Mass Mailing feature can send a maximum of 1000 emails in a single batch.

To send out a mass email to your customers, follow these general steps:

  1. Define the mass email.

  2. Draft the mass email.

  3. Select the recipients.

  4. Verify the contents and send the email.

  5. View the results of the mass email.

 

To access the mass email screen:

  1. On the PAYD Administration main screen, click Profiles.

  2. On the Profiles menu, under the Customers section, click Mass mailing.  
    The Mass Mailing wizard appears.

Defining the Mass email


 Fill out the fields in the 1. Edition tab following these guidelines:

NOTE: If you pick None and you have only English content (Subject and Body), customers with French selected as their Language of Correspondence will not receive the email and vice-versa.

WARNING: Moneris does not recommend using your own personal email address for mass mailing purposes. Please use a business address for all mass emails.

NOTE: Recipients will see the subject in their inboxes first, so please ensure it is spelled correctly and relevant to the communication. Taking care will make your communication more likely to make it through email spam filters, and more importantly, be read by the recipient.

 

To name the email:

 

To enter the sender information:

 

To enter a subject line for the email:

 

Draft the Mass email

It is possible to draft the email in two ways: Paste in content from an existing document outside of PAYD Pro Plus, or use the HTML Text Editor to author your own content.

To paste text from another document into the email:

  1. In the Body section, click inside the English field.

  2. Right-click and choose Paste from the menu.
    The text you copied from the other document will be pasted into the field.

NOTE: You can only paste text into this field. If your document contains images or other elements, you will need to use the HTML Text Editor.

  1. Edit the information using the HTML Text Editor as necessary.

  2. Once you are finished drafting the email, click the Next button at the top of the screen.
    The 2 Selection screen will appear, enabling you to select recipients from your customer list.

Using the HTML Text Editor

The HTML Text Editor enables you to author professional emails using powerful word processing tools. You can type text, or edit text that was pasted by highlighting it and using the formatting buttons. Refer to the Using the HTML Text Editor topic for more information on using this tool to produce email content.  

To author the email within the HTML Text Editor:

  1. In the Body section, click inside the English field.
    A blank HTML Text Editor screen appears.

  2. Type your message into the editor and apply font effects, embed hyperlinks and organize the email to look the way you want it to look.

  3. Click the Save button at the bottom of the screen when finished.
    The HTML Text Editor screen closes.

  4. Click the Next button at the top of the Mass mailing screen.
    The 2 Selection screen will appear, enabling you to select recipients from your customer list.

Selecting email Recipients

The next phase of sending out an email blast is to select the recipients for the email. Use a combination of the Customer Type, Pricing Group. Location and Date sections in the 2 Selection screen to narrow the search results to target a specific group of people, or use only one or none of these constraints if you want a larger pool of recipients.

Select the recipients following these guidelines:

NOTE: This Customer Type setting may or may not be visible based on your Merchant Agreement with Moneris.

 

To send a mass email to every client:

  1. Click the Both radio button in the Customer Type section.

  2. Click the Next button at the top of the screen without choosing any other criteria.
    The 3 Confirmation screen will appear, enabling you to confirm the contents of the email and the list of recipients.

 

To narrow the list of recipients by customer type:

  1. Click on the In Store Mailing List, Online Subscribers or the Both radio button to choose the type of customer you wish to target with this mass email.

  2. Click the Next button at the top of the screen without choosing any other criteria.
    The 3 Confirmation screen will appear, enabling you to confirm the contents of the email and the list of recipients.

 

To narrow the list of recipients by pricing group:

  1. Click the Pricing Group drop-down menu and select the pricing group from the list.

  2. Click the Next button at the top of the screen without choosing any other criteria.
    The 3 Confirmation screen will appear, enabling you to confirm the contents of the email and the list of recipients.

 

To narrow the list of recipients by geographic area:

  1. Click the Country drop-down menu and select the country from the list.

  2. Click the Province/State drop-down menu and select the province or state from the list.

  3. Click the Next button at the top of the screen without choosing any other criteria.
    The 3 Confirmation screen will appear, enabling you to confirm the contents of the email and the list of recipients.

 

To narrow the list of recipients by registration date:

  1. Place a checkmark in the Registration Date Range checkbox.

  2. Click inside the Starting Date field and type in a start date (in MM/DD/YYYY format) OR use the Calendar and select a date.

  3. Click inside the Ending Date field and type in a end date (in MM/DD/YYYY format) OR use the Calendar and select a date.

  4. Click the Next button at the top of the screen without choosing any other criteria.
    The 3 Confirmation screen will appear, enabling you to confirm the contents of the email and the list of recipients.

 

To narrow the list of recipients by last modification date:

  1. Place a checkmark in the Last Modification Date Range checkbox.

  2. Click inside the Starting Date field and type in a start date (in MM/DD/YYYY format) OR use the Calendar and select a date.

  3. Click inside the Ending Date field and type in a end date (in MM/DD/YYYY format) OR use the Calendar and select a date.

  4. Click the Next button at the top of the screen without choosing any other criteria.
    The 3 Confirmation screen will appear, enabling you to confirm the contents of the email and the list of recipients.

 

Verifying the Mass email

Once you have defined and drafted the email and selected the recipients, the 3 Confiirmation screen enables you to verify the addresses, the quantity of emails, the subject line and to get a preview of what the email will look like to the recipient. It also shows you the number of emails it is going to send (in the Number of emails to send caption).

If there is a mistake with the email name, subject or sender or reply to address:

 

To preview the email:

 

If you need to edit the layout or content of the email:

 

If you are unsatisfied with the number of emails to send:

 

If you are ready to send the email:

 

Viewing the Results of the Mass email

After you have sent the email, the 4 Results screen appears. The progress indicator in the middle of the screen shows the progress of the mass email job.

 The Summary below shows the following:

For example, if a mass email has 32 potential recipients and 12 were not delivered, the Summary would show: Number Of Emails So Send = 32, Sent = 20, Skipped =12.

 

To close the Mass mailing screen:

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