The creation of a serial mailing allows you to send eCards at a certain pre-defined time, for example to birthdays of your employees, partners and customers.
To create a serial mailing, select Mailing> Create Serial Mailing on the left side of the menu.
The procedure is similar to the steps of creating a normal mailing.
- Select an eCard template from the given list
- Select receivers (groups) from your adress book
- Write a personalized greeting text
- View and check the mailing overview
The only difference arises in the last step. Here you define a fixed mailing date based on a date field which refers to the receiver data.
These receiver data are defined by creating a new contact or by editing an existing contact.
For example, a field for the date of birth can be filled in so that the serial mailing automatically sends a congratulation eCard every year.
In the mailing overview, information about all serial mailings are listed seperately from the standard mailings, so you can always keep track of the upcoming serial mailings.
In the detail view of every individual mailing the specified birthday is displayed, as well as the date of the next serial mailing.
It is not necessary to update this date over and over again. Power eCard automatically updates the date as soon as the serial mailing is sent out.