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Need some tips on our Mass Mail functionality with Avionté Staffing Software?

A Favorite Group must be available in order to use Mass Mail. A new Favorite Group can be created from the Shortcut or Actions menu.

 

Create a New Mass Mail

From the Start Page select the Email Main Tree, the Mass Mail sub tree and the Search option. Click the New Mass Mail button and the New Mass Mail Wizard opens.

  1. Add a Mass Mail Description.
  2. Select an existing Email Profile or click New and create a profile.Avionte Tip of the Week
  3. Select the Type from the drop-down list. The Type of the Mass Mail is dependent on who the email will be sent to. For example, if the Description is Job Opportunity, you will probably want to send this Mass Mail to employees.
  4. From the drop-down list, select your Favorite Group. The employees in the group will populate in the lower section.
  5. Attach any documents, such as a job description.
  6. Click Next to move to the Template tab.

Template

In this tab you will add your template. Select a previously created template from the Template drop-down list.

Note: If you intend to use the Scheduler, you must select a System standard template.Avionte Tip of the Week

  1. If you do not have a template created, you may simply fill in the Subject line and add your message in the Message section using the Sender and Recipient information icons to populate specifics.
  2. Click Next to move to the Preview tab.

Mass Mail

A Favorite Group must be available in order to use Mass Mail. A new Favorite Group can be created from the Shortcut or Actions menu.

Create a New Mass Mail

From the Start Page select the Email Main Tree, the Mass Mail sub tree and the Search option. Click the New Mass Mail button and the New Mass Mail Wizard opens.

  1. Add a Mass Mail Description.
  2. Select an existing Email Profile or click New and create a profile.Avionte Tip of the Week
  3. Select the Type from the drop-down list. The Type of the Mass Mail is dependent on who the email will be sent to. For example, if the Description is Job Opportunity, you will probably want to send this Mass Mail to employees.
  4. From the drop-down list, select your Favorite Group. The employees in the group will populate in the lower section.
  5. Attach any documents, such as a job description.
  6. Click Next to move to the Template tab.

Template

In this tab you will add your template. Select a previously created template from the Template drop-down list.

Note: If you intend to use the Scheduler, you must select a System standard template.

  1. If you do not have a template created, you may simply fill in the Subject line and add your message in the Message section using the Sender and Recipient information icons to populate specifics.
  2. Click Next to move to the Preview tab.

Preview

In the Preview tab you can view the email populated with the information selected from the employee and user lists. You are able to navigate through all of the recipients from the Favorite Group using the arrows. 

Send

Click Next to move into the Send tab. You can see who has an email account set up and who doesn’t. Without an email they cannot receive a Mass Mail. Select those you wish to send this email to and click Finish. When a Mass Mail is sent a message is attached to the employee record.

Mass Mail Scheduler

The Mass Mail scheduler allows for each mass mail to be given a date and time to be automatically processed and sent. It is based off of the system time displayed within Avionté, and can be repeated at certain intervals. Navigate to the Email Main Tree, Mass Mail sub tree and the Schedule option.

  1. Open a template. You must select a System standard template when using the Scheduler.
  2. Select Add Schedule. The Schedule tab opens.
  3. Enter the required information into the provided fields.
  • Schedule Types: Daily Weekly
  • Schedule Start Date: Select the date on which the schedule will begin. The time selected will be used for each iteration. The system date and time displayed within Avionté is used.
  • Email Profile: Select the Email Profile that this mass mail should be sent from.

Upgrade: If you do not have 14.2.2 or higher, you may enter an upgrade ticket to move forward.

This content originally appeared in the Avionte Tip of the Week email on September 8, 2015.

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