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.

For sending high-volume emails, such as monthly newsletters to all customers, we recommend using email marketing campaign products like Campaign Monitor. You can export a CSV file via Setup > Customers (Options button) and import it into Campaign Monitor for this purpose. 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.