Newsletter (Mass Email) Filter Setting
Answered
I'm looking to send out a mass email to only residential customers from 2017-2019 . Trying to figure out how to filter these 2 selections and if the 'newsletter' category is best suited for this type of mass email.
Any assistance would be appreaciated.
Title of email is "Bouncy Castle Promotion"
Thanks!
The same question
First, I would mark the "residential" customer type. Also, I would create and save a filter for all events that fall into the category for 2017-2019. So, enter the event date of January 1 2017 through December 31, 2019...then choose which statuses as well...If you only wanted "completed" leads--or all leads (people who may have just gotten quotes as well?) Save this filter and name it. Go to the newsletter, choose this filter as well as the residential customers and you can make it "active" when you are ready for it go start sending!
First, I would mark the "residential" customer type. Also, I would create and save a filter for all events that fall into the category for 2017-2019. So, enter the event date of January 1 2017 through December 31, 2019...then choose which statuses as well...If you only wanted "completed" leads--or all leads (people who may have just gotten quotes as well?) Save this filter and name it. Go to the newsletter, choose this filter as well as the residential customers and you can make it "active" when you are ready for it go start sending!
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