Difference between revisions of "Email to Spreadsheet"

From All n One's bxp software Wixi

Jump to: navigation, search
Line 1: Line 1:
 
== Overview ==
 
== Overview ==
  
Business Express Platform now has the ability to send an email to a spreadsheet of email addresses.
+
Business Express Platform has the ability to send an email from a spreadsheet of email addresses.
  
  
Line 8: Line 8:
 
The Excel spreadsheet needs to be created exactly as follows.
 
The Excel spreadsheet needs to be created exactly as follows.
  
If it is not created like below the engine will not process the file.
+
If it is not created in a structured way the engine will not process the file.
  
  
 
[[File:Email_to_spreadsheet.png]]
 
[[File:Email_to_spreadsheet.png]]
  
The spreadsheet can be called anything but the tab must be called ''Sheet1''.
+
The spreadsheet does not need a unique name, but the tab must be called ''Sheet1''.
  
The spreadsheet should only have one column, this column should have the title ''Email''. This is case sensitive.
+
The spreadsheet should also only have one column, and should have the title ''Email''. This column is case sensitive.
  
Every cell after this should be an email address.
+
Every cell should be an email address.
  
  
Line 28: Line 28:
  
  
Once you have followed the above path you will be asked to browse for your spreadsheet.
+
Once you have followed the above path browse to find the spreadsheet.
  
 
Select your spreadsheet and then click upload.
 
Select your spreadsheet and then click upload.
  
You will then be brought to the email send area.
+
The email send area will then be displayed.
  
The email addresses will be stored in the bcc field hidden in the background, this ensures that everyone's email address is private to the rest of the recipients.  
+
The email addresses will be stored in the BCC field.
  
Their will be a count to show you the number of email addresses that will be processed.
+
https://ww3.allnone.ie/client/client_allnone/timemgmt/rptHours_Project-generateddata.asp field hidden in the background, this ensures that everyone's email address is private to the rest of the recipients.
 +
 
 +
Their will be a count to show the number of email addresses being processed.
  
  
Line 42: Line 44:
  
  
A ''To'' address is not required for a spreadsheet send but can be entered if you want to send a copy to yourself.
+
The ''To'' address is not required for a spreadsheet send, but can be entered if needed, e.g. to send a copy to yourself.
  
Keep in mind that everyone in the list will see the email address in the ''To'' field.
+
Keep in mind that everyone in the list will see the email address in the ''To'' field if it is included.
  
You then can fill in your subject and build your email.
+
You then can fill in the ''Subject'' and ''Body'' of the email.
  
Once you are ready click send and the email will send to all the email addresses in the spreadsheet.
+
Click ''Send'' to send the email to all the email addresses in the spreadsheet.

Revision as of 13:54, 14 April 2015

1 Overview

Business Express Platform has the ability to send an email from a spreadsheet of email addresses.


2 Creating the Excel Spreadsheet

The Excel spreadsheet needs to be created exactly as follows.

If it is not created in a structured way the engine will not process the file.


Email to spreadsheet.png

The spreadsheet does not need a unique name, but the tab must be called Sheet1.

The spreadsheet should also only have one column, and should have the title Email. This column is case sensitive.

Every cell should be an email address.


3 Uploading and Sending the Email

Once the spreadsheet is in the correct format we are ready to proceed.


Main Menu >> Communications Centre >> HTML Email Sending >> Spreadsheet - Send email to a spreadsheet of email addresses


Once you have followed the above path browse to find the spreadsheet.

Select your spreadsheet and then click upload.

The email send area will then be displayed.

The email addresses will be stored in the BCC field.

https://ww3.allnone.ie/client/client_allnone/timemgmt/rptHours_Project-generateddata.asp field hidden in the background, this ensures that everyone's email address is private to the rest of the recipients.

Their will be a count to show the number of email addresses being processed.


Email to spreadsheet bcc.png


The To address is not required for a spreadsheet send, but can be entered if needed, e.g. to send a copy to yourself.

Keep in mind that everyone in the list will see the email address in the To field if it is included.

You then can fill in the Subject and Body of the email.

Click Send to send the email to all the email addresses in the spreadsheet.