This document provides a comprehensive guide on how to efficiently send bulk email and SMS messages to customers for specific purposes other than general mass marketing.

HirePOS supports targeted bulk emails/SMS from CRM, however emails to your entire customer database should generally be exported to an external email marketing service.

If you want to send a general email or newsletter to everybody in your customer database who has an email address, export your customer list from HirePOS and use a dedicated email marketing platform such as Campaign Monitor.

1. Go to Setup > Customers.

2. Click Options and export the customers to CSV.

3. Use the exported email addresses to create your mailing list in your email marketing platform.

This is preferable for general mass marketing or high-volume email campaigns.

Mass SMS messages can be broadcast directly from your SMS Express portal.

Follow these steps to send bulk messages:

• From the main menu strip at the top, go to CRM > Bulk Messages.

• Adjust the Group By to suit the type of bulk messages, i.e. Invoice by Invoice, or Customer by Customer, etc.

• Select a Record Type (e.g., Quote, Booking, Invoice).

• Select a Date Filter and Period.

• Choose to send via Email or SMS.

• Select recipients and a template or manually type a message.

• Click the SMS or Email button to send the messages.

Note: Ensure all messages are sent before closing the browser or leaving the page.

In order to efficiently send bulk messages to drivers for deliveries and pickups, follow the steps outlined below:

1. Locate the Group By dropdown menu and choose Driver as the grouping option.

2. Select a specific driver to filter the messages.

   • Please note that drivers need to be set up in the system under Setup > Suppliers. In the Other tab of the supplier record, ensure the Is Driver or Transport Company checkbox is selected. Only suppliers with this designation will appear in the Drivers dropdown list.

3. Date Filter is set to Date From for deliveries.

   • If you are sending messages for pickups, change the filter to Date To.

4. Specify the date range using the Date From and Date To filters.

5. Decide whether you want to send the messages via Email or SMS.

6. Select the desired template.

7. Click Send.

To email 'Currently On Hire by Item (Location)' reports in bulk:

1. Select the Group By dropdown as Customer.

2. Select the Record Type dropdown as 'On Hire'.

3. Select recipients and a template or manually type a message.

4. Check the Include PDF Attachment checkbox.

5. Click the Email button to send the messages.

You can also message customers in bulk like so:

1. Go to CRM > Bulk Messages.

2. Set Group By to Customer so that each customer receives a single message.

3. Set the Date From and Date To filters to a date range that includes all customers you want to contact.

4. Select the desired recipients.

5. Enter the email subject.

6. Compose your message or select a template.

7. Click Email to send the message.

Note: For regular newsletters, promotions, or other high-volume marketing emails, we recommend using a dedicated email marketing platform.