SENDING EMAILS
&
MESSAGES TO GROUPS
Table of Contents
What is the Difference between Emails and Selltis Messaging? ... 3
Configuring your Email Settings ... 4
Sending Emails to Groups Option A: Tasks ... 7
Sending Emails to Groups Option B: Filter ... 9
What is the Difference between Emails and Selltis Messaging?
Selltis offers you two key communication tools: email and Selltis Messaging. When used properly, both tools can be very powerful features.
1. EMAILS – Selltis often refers to emails as Correspondence. They are exactly what you would normally think they are. They are electronic messages sent from one email address to another.
Unlike messaging, any email sent through Selltis actually goes outside of the Selltis application, whether it’s ultimately pushed through an email client like Outlook or Selltis’
own email server.
Here are some examples of emails you might find in Selltis:
a. Emails sent from Selltis to a recipient
b. “Inbox” emails pulled from Outlook into Selltis c. “Sent” emails pulled from Outlook into Selltis
2. SELLTIS MESSAGING – This is a tool within Selltis that allows you to send messages to other users on your company’s Selltis site.
Unlike emails, Selltis’ Messages never leave the program. They are exclusive to your Selltis site, and you cannot import them into Outlook or any other email client.
Note: Both emails and Messages can be linked to Companies, Contacts, Projects, etc.
Configuring your Email Settings
Before you use Selltis to send emails, you should customize your correspondence settings.
Note: This document is simply a set-up overview. For detailed instructions, please review the document titled Getting Started - Personal Options and Downloads.
To set up your email:
a. Go to the toolbar at the top of the screen, hover over Tools, and click Personal Options from the resulting drop-down menu.
b. The Personal Options screen will open soon after. The customization sections are on the left side of that screen.
c. Click Correspondence.
This section will let you create the signature that will accompany the emails you will send through Selltis.
For example:
John Smith
Project Management & Training, Selltis, LLC Toll-free: 1.888.xxx.xxx
Email: JSmith@company.com
Website: http://www.companywebsite.com
d. Once you’re in the Correspondence section of Personal Options, type your
valediction into the Text Above data field, and type your signature into Text Below data field.
If you so choose, you can select your signature’s font from the Signature Fonts selection box.
e. When you’re done customizing your signature, go to the section panel on the left side of the screen and click E-mail.
This section will let you configure the settings of your Outlook/Selltis Correspondence connection.
f. Change Selltis’ default settings as you see fit.
The default settings are as follows:
1. By default send e-mail through – E-mail program on the PC 2. E-mail program on my PC is – Microsoft Outlook
Note: If you are unsure about which program you use to send email, contact your company administrator.
3. Log Received Messages – 4. Log Sent Messages –
5. Log Received messages – From “Inbox” Folder
g. When you’re done setting your options, click OK to save and close the section.
Sending Emails to Groups Option A: Tasks
If you want to send an email to a Group in the Selltis database, there’s an option to do so in the Toolbar’s Tasks menu.
To send an email to a group by way of the task bar, do the following:
1. Select a Group.
;
Linked Data Groups Tab Views Group Note: This feature only works for sending emails. You
cannot use it to send messages to groups.
2. Then, move your mouse icon to the toolbar at the top of the screen, hover over Task, and click Email: Create to all Contacts in selected Group from the resulting drop-down menu.
3. The email screen will open soon after, and your group of Contacts will be in the To field.
4. Once you’ve finished composing your email, click Send…
Everyone in the group will receive your email.
Sending Emails to Groups Option B: Filter
You can also send correspondence to a group in the Selltis database by using Selltis’ Filter tool.
To send an email to a Group:
1. Go to the “Correspondence – Email” form and click the To button.
2. The Related Contact window will open. Click the Filter check box
3. Click the Edit button.
Note: The steps below can be used for both Emails and Selltis Messaging.
Keep in mind, though, that while emails can be sent to Contacts that do not use the Selltis application, Messages can only be sent to Selltis users.
4. The Filter Properties page will appear.
5. Remove the Filter Contact of User Is <Me> by selecting the filter and clicking the Remove button.
6. Then click the Insert Condition button.
7. The Insert Filter Condition page will pop up after that. When it does, go to the Field or Link section and select Related Group.
8. The Contains a link to: and Specific record should be selected already, since that is Selltis’ default setting, but if they aren’t, make sure to select them.
9. Once you’ve done that, click Go.
10. Select the Group you want to email.
Note: You can only select one Group from this list. To select multiple Groups, you will have to repeat steps 6 to 12 for each Group that you want to message or email.
11. Click OK.
12. The Group will now be listed in the Filter.
13. If you would like to add more Groups to the Email, repeat steps 6 through 12.
14. After all you’ve added all of the groups you want, click OK one more time.
15. Selltis will return you to the Email and the Related Contact screens, and the people in your selected group(s) will now be listed in the Related Contact window.
16. All of the people with checks by their name will appear in your To box once you return to your email. You can either select individual people from your group, or you can click the Select All button to put a checkmark by everyone in the list.
17. Click the Green Check when you’re done.
18. The members of the group that you selected will now be in your email’s To field.
