Send a Sales Event Email with a Listing of Items Included

Choose to send an email to one or more recipients with a listing of items included in a current Sales Event as an attached pdf with the option to embed the list items included in the sale into the email itself. Before proceeding, you'll want to ensure your email address is set up to send email messages inside Boulevard first.

From the Customer List

1. From the customer list, begin by using any of the available quick filters. View
2. Select the checkbox next to each name to be included, or click the checkbox column header to select all. View
3. From the customer list toolbar, click  Sales Event. View
4. Select the sales event, then click   OK  . View
5. Add any additional information and images to the body of the email (personalize with their first name or other profile information as shown in the image below).
6. When finished, ensure the email has a subject, then click .

From the List Builder

Follow the steps below if you are using the List Builder to begin a group email.

1. From the Business Tools menu, select  List Builder (or from the main toolbar, click List Builder).
2. From the List Builder List drop-down, select the list to be used.
3. Select the checkbox next to the names to be included or click the checkbox column header to select all.
4. From the List Builder toolbar, click to launch the email.
5. To add a list of sale items in the body of the message, click  Sales Event from the main toolbar.
6. Select the event, then click .
7. Click   OK   to acknowledge that the Sales Event information has been copied to the clipboard. View
8. Go back to the email message and click in the body of the email where you would like the Sales Event items displayed, then click to paste.
9. Add any additional information and images to the body of the email (personalize with their first name or other profile information as shown in the image below).
10. When finished, ensure the email has a subject, then click .

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Additional Information:

• Some email providers do not save a copy of the email message in your Sent folder. If this is the case in your situation, check CC me to have a copy of the message sent to your email provider's inbox. View
• The group email feature is not intended to be used in sending more than 50 email messages at a time. For larger campaigns, we recommend that you use a specialized email marketing service.
• If you launched the email from the customer List toolbar and are using the outgoing email feature inside of Boulevard, an email will launch with the sales event pdf automatically attached. View
• If you're using an email program such as Outlook or Window Live Mail (instead of Boulevard's internal email function), after the email message has launched, attach the sales event pdf (located on your desktop) to the email before sending.
• Create a Product Sales Event
• View Entries from the Contact Log
• Contact Log Tab