OK, so the DSM of your preferred vendor just hooked you up with a fantastic rate and you want to get the new out to all of your interested prospects. Before you can do that, you need to set up ClientBase to send emails. Remember, at this point, ClientBase only sends emails and does not receive them!
Before we start, make sure you have the following info:
- your email address
- your password
- your outgoing mail server (from your ISP)
STEP 1:
Log in using an appropriate permissioned user name
UTILITIES–>MY LOGIN
Click on the EMAIL SETTINGS tab
In most cases you will want to select the following
- SMTP Client
- DEFAULT MODE–I like Formatted Text, you can select templates, HTML, or Text
- FROM EMAIL ADDRESS: This is the address you want it to LOOK like it came from. This is also the reply to address. You can put in your email address alone and it will look like address@domain.com in the from box when your clients receive it. Otherwise you can format it like this YOUR TRAVEL AGENCY <email@domain.com> there is a space between YOUR TRAVEL AGENCY and the first bracket OUTGOINGMAIL SERVER: provided by your ISP
- PORT 25
- AUTHENTICATION: Default
- EMAIL ACCOUNT LOGIN: This is the email address that you are going to be sending from.
- PASSWORD: is the password associated with your email address.
- Click OK
STEP 2:
From the main screen
WORKSTATION DEFAULTS–>ENVIRONMENT–>EMAIL SETTINGS TAB
Most should be filled in for you and it should match the settings done above. Set the last option RESET EVERY X to a fairly low number like 20. This tells the program to only send 20 emails at a time.The reason we suggest a low number is that many ISPs prevent you from sending emails to a lot of people. If ClientBase is sending the same email to 500 people, it likely might not make it out of your ISP and you might be blacklisted. This sends them out in batches of 20 (or whatever number you selected) and is a workaround of the restriction. It is automatic–you do not need to resend after each 20 are sent.
The next post will be about actually sending the emails once you have it all set up!
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