![]() ![]() Set the Status of the Process to "Active" Navigate to the documents list in the relevant client's workspace to review the test email.From the Select Test, search and select a specific client to run the test for.The Select Test pop-up displays a list of the Clients based on the Filter that has been set up in the Process.When setting up a Custom Process, it is very important to test it to ensure it is working as expected. Review the Filing details and rename the subject of the email if required.Select whether to send the email immediately, or to create Draft emails.Select the email Template, in this example "We are moving!".Click Add Step and select Create Email.In this example, set the Filter to filter clients on the saved Client View " Email Blast for Primary Clients".The Custom Process has the Trigger set to "Manual".If required, add any additional description of the Process in the Description.Add the Name of the Process, in this example this is " Client Email - Office Move".In Automation - Processes, click Add Custom Process.You would usually save this as "Automations only" so it is not included in the available views for standard users. Save the view, for this example as " Email Blast for Primary Clients".This will exclude clients who have previously unsubscribed to email communications. Filter the Opt In column to exclude "No".This will also automatically include clients who are not part of a Client Group. Filter the Primary Client column on "Yes" to include the clients that are specifically marked as the Primary Client.Filter the Status column to include active clients only.Include the Status, Primary Client and Opt In columns in the view.Refer to Saving Changes to the View Layout, Modifying and Deleting Views. ![]() To run the Process for Primary Clients, this example needs a view to be created that will be used to trigger the Custom Process. Review the view used to check this will include the clients you want to send the email to. If you are sending your email to all clients, you can use the system view " All" clients which includes all Active clients. Create a View or Determine the View to use Refer to the section Templates and Signatures for Email. In this example, the Email Template is We are moving!. Create an Email Template with the text that will be in the email that is sent.The email that is created by the process needs a Template to be first set up. Set the Status of the Process to "Active".Create a View or Determine the View to use.This article contains the following sections: The following is an example of a Custom Process to send an email to all clients using a saved view to include primary clients only.Ĭlick here to download the guide (or download the file from the bottom of this article). ![]()
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