Email to customers

Hello,

My client would like to send mass emails to her clients.

  1. Is it possible for Outlook to somehow use the customer data in the RMS database as an address book?

  1. If no, is there functionality within the RMS system to email to customers? I can't seem to find it.

  2. If 1 and 2 aren't possible, what's the best option? I can create a SQL statement against the database using 3rd party software, but that seems like the least preferable path. I have seen posts from others to add customer email to one of the standard reports, but that also seems cumbersome. Is there a more integrated option?

Thank you for any help!

Reply to
Rob
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Rob, You have a number of options available to you.

You can use Microsoft Outlook/Word to do a mail merge using the RMS Customer table as your data source. If the steps needed are acceptable to the customer, then this is a good option.

RMS does not have built in functionality to make this happen, however you can use a Customer List report that has been modified to included email address, export it to a .csv file and again use the Work/Outlook Mail Merge functionality.

If you need something more streamlined, we do offer a tool that will allow you to use a HTML template and a customer list to send out mass emails. The process is a bit more stream-lined to an end user, but again if you have a tech-savvy user, the Outlook/Work process is just fine.

Reply to
Ryan

Sending mass emails using a standard email client will likely get your customer blacklisted by their ISP or their customers' ISPs. It only takes a few spam reports for this to happen.

The retailer should use a email broadcast service instead that includes an opt-out opton embedded in broadcast emails. This also provides them with promotional and newsletter templates and open/click-thru tracking. You can export emails in RMS using a customer report setup for this function.

If your customer wants more, our V.I.P. Zone add-in extracts email addresses in two clicks (all or selected by filter options) and generates a CSV file for use with these type of services. You can even force cashiers to ask for email address at POS and much more.

Watch the back-end tutorial for exporting lists at:

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Or watch the front-end tutorial for capturing customers at:
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Digital Retail Solutions
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-- v1.x/2.x compliant add-ins from $49 Trial downloads --
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