How to send automatic outreach emails to your customers
You can automate the weekly outreach process by enabling a weekly email to be sent to your customers from your company to their 'main' email address. These emails will include a link to order on your wholesale portal.
If you don't have the customer enabled to place an order on your wholesale portal, then they will see a page displaying your contact information to place their order.
Steps to enable the outreach email for a particular customer:
- Click "Customers" menu, select "Customers" sub-menu item
- Scroll to Company Information
- Check off the "Send prompt email" option. You'll be forced to save a default delivery and payment methods before the "Send prompt email" option will save.
Your automated email will be sent out on Sunday morning to the main "Email" address above.