Sending emails using MagManager - Booking Confirmations, Invoices, Mailshots etc
1 - Notifications (Bell icon top right of the navigation bar).
2 - Timeline tab (On the clients page) - see note below.
3 - Personal email account - The MagManager mail server forwards the reply to the personal email account of the person who was logged into MagManager and sent the email.
(Note: if you send a test email make sure the address you are sending it to is NOT already being used as a MagManager login.)
System emails send via MagManager will show the from email address as eg Your Company Ltd via MagManager.
It isn’t possible to change “via MagManager” on emails as it's sent via MagManager servers.
Emailing an Individual client
You can send an email from the individual client record page by clicking on their email address.
MagManger is providing a 'Mail To' link, that opens up your email client, such as Outlook or Mac Mail and sends the email directly from there and NOT through the MagManager mail server.
MagManager will add a Bcc email address email@example.com which copies the email you send to the client timeline.
However (unlike emails sent out directly from MagManager), the replies do NOT appear in MagManager. Replies will only appear in your email inbox.
Create email from Client Email Tab
Emails sent via the Create Email tab are send via MagManger and NOT the user's email client.
The user needs to be set as an Admin for the create email button to appear on the client email tab
Tips on creating emails
We would recommend:
1 Avoid using large images in email messages. We recommend keeping images sizes below 50kb with a dimension of 250 to 300 pixels in their native size.
2 Don't bcc yourself as this doubles the emails being sent.
3 Try sending the emails in smaller batches of around 200.
4 For marketing emails we would advise having an unsubscribe link on there. Here is a link to the notes on setting this up: https://magmanager.zendesk.com/hc/en-gb/articles/360013442314
5 If MagManager times out while sending your emails, you can view a list of the emails that have been sent by going to System Settings > Under Settings > Select Email Logs > Sort in date order to see the last email sent. You can also filter by entering the name of the email in the search box.
There isn't a way to check open rates. You would need to look at a dedicated bulk email provider such as MailChimp or other alternatives for that. MagManger integrates with Mailchimp through their API. link to notes below: https://magmanager.zendesk.com/hc/en-gb/articles/360015629078-Setting-up-MailChimp-in-MagManager
While we use tools to ensure the best delivery rates we can, unfortunately the one aspect MagManager has no control over is how the receiving email server handles the incoming message. That's controlled by the clients email server.