In coreplus, you can save time by directly entering your clients’ contact information into the recipient field when composing emails. No more clicking on each name individually!
💡 Email will require an export and then a slight adjustment in Excel to be able to paste them into the recipient field.
Send an email to all clients
You can quickly get an export of your client's email addresses by following the below steps.
1. From the Dashboard click on Data > Batch Jobs
2. Then under Mailing > Mailing Labels
3. From here you can select either Client or Referrer addresses and what the Marketing Consent status from their details page is. (Client is what we want in this example)
4. Select whether you would like to Print or Export the list to a CSV file (Export is what we want in this example)
Email within a date range
If you'd like to specifically contact clients that have appointments within a set date range, you can now export these details from within our booked report.
1. From the Dashboard click on Reports > Calendar
2. Click on Booked Appointments > Select a date range and click Run Report
3. Click Download and follow the below steps for email address
Preparing the data in Excel
Once you have the text file with the emails you would like to contact, you can either copy and paste the entire column into a 3rd email client or follow the below steps to get them ready for use in coreplus.
1. Open the file using the File > Open menu option in Excel
2. Insert two new columns next to the email addresses OR use two blank columns next to the data you need. Then fill one column with a semicolon character and drag this down
3. In the second new column next to the first semicolon, enter the following formula:
=CONCAT(G2,H2) and drag this formula down as far as needed.
🛑 The below GIF is an example - Your exact column letters may vary!
4. Click on this column and copy it
5. Paste this into the recipient field in coreplus for either Email
💡 We suggest adding the email addresses into the BCC recipient field to ensure confidentiality - Click Show/Hide Additional recipients to show the BCC field
💡If you need further assistance on the concatenation formula in Excel, Microsoft has a great help article here
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!