Steps to send emails from the renewals screen
In MagManager you can send emails from the all renewals tab or the tabs of other lists you have created in renewals.
Step 1 - Select the clients you want to email by checking the tick box in the first column.
Step 2 - Click the 'Email XX renewals' purple coloured button top left of screen.
Step 3 - This will bring up the 'Choose a template' drop-down box, where you can select an existing email template or create a new one. You can find out more information on setting up Document Templates here.
Step 4 - You can edit the email to suit your requirements - then click 'Preview and Send'.
Step 5 - This brings up the 'Preview Email' screen. From here you can make any individual adjustments to the email before sending it out.
Step 6 - You have a choice of 3 options to send the emails:
Send All Email (blue button) - click to send all the emails in one go.
Skip and Next Email (yellow button) - click to skip the current email without sending it and move onto the next one ready to review.
Send and Next Email (green button) - click to send the current email and skip to the next one ready to review.
