Usage¶

Selecting contacts¶

If you are working with MailBatch, the first step is to select the desired contacts to whom you want to send a mail.

Filter out and select the desired contacts using a search function.
From the Action list box, select the function Send emails (via MailBatch).

Choosing e-mail settings¶

In MailBatch, you can specify certain settings with regard to the e-mail addresses and batch size.

Select the desired sender e-mail address. This is a required field.
Decide whether you want to take a contact in copy (Cc) or blind copy (BCc).
Enter the desired reply-to e-mail address, if applicable.
Select the desired batch size. This is a required field.

Selecting a message template¶

You generally create message templates in CiviCRM via the Mailing templates function from the Mailings menu.

Select the appropriate template for the e-mail to be sent.

Specifying file attachment¶

With MailBatch you can specify different mail attachments for e-mail to be sent. If the desired e-mail attachment is not found or cannot be attached, you can allow MailBatch to send the mail anyway.

Select the appropriate attachment type for the e-mails (e.g. File On Server).

Defining activities¶

In Mailbatch you can define in which way the sending of the mails is treated as an activity.

If necessary, define the activity if the sending of the e-mail was successful.
Specify the name of this activity.
If necessary, set the activity if the e-mail was not sent successfully.
Specify the name of this activity, if applicable.
If necessary, set the activity if there was no e-mail address for a selected contact.
Specify whether you want to assign the activity to a specific person, if applicable.
Set the structure of the activity.