Customer Management
      Back to home
      1. Compliance Publishing Support
      2. Affiliate Operations Portal
      3. Customer Management

      How to send a newsletter to customers.

      AFFILIATES CAN EASILY CREATE AND SEND AN EMAIL TO EVERY CUSTOMER ON THE SYSTEM, ALONG WITH MULTIPLE ATTACHMENTS

      Newsletter 1

      Newsletter Selection Screen (part 1 of 2)

      ▪ Key fields to complete are highlighted in green
      ▪ Attachments can be uploaded using the "Add an Attachment" button
      Newsletter 2

      Newsletter Selection Screen (part 2 of 2)

      ▪ If you select a customer from the list, you MUST also select one or more from the final select list: Mailing & Invoicing Email Address, Service Email Address, or Additional Manifest/Billing Email Addresses
      ▪ Final step is "Send Emails" button
      Newsletter 3

      Example of an email sent to a customer

      ▪ Emails are sent in plain text. You are not able to include images or HTML formatting (look for these features in a future update).