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Automated Emails

L
Written by L'Mri Erasmus

I wanted to send a bulk email when I pull a report, nothing shows...

  1. Please ensure the Email Clients from DG checkbox has been checked in the Clients table. You can bulk check them by:

    1. Setting your rows per page at the bottom right of your screen to the maximum

    2. Select all the records by checking the checkbox next to Client name at the top left

    3. Go to Actions - 'Mark as email client from DG'

    4. This will check the checkbox for all your clients and give us permission to email them.

  2. Ensure that your Clients meet the criteria discussed in the email description.

    1. Click on any email in the Email table

    2. Scroll down to the description

    3. This explains the rules that need to be met in order for any information to pull through to the email.

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