Sending a Bulk Email with an Attachment

The following is an example of a Custom Process to send an email to a selected group of clients and where the email needs to include an attachment as a PDF.

Add the Custom Process

1. In Automation - Processes, click Add Custom Process.
   
2. In this example, the Filter is set to filter client that have the Custom Field "Services" in the client details set as "Bookkeeping - Quarterly".
3. The Custom Process has the Trigger set to "Manual".
   
   
4. When you are ready, set the Status of the process to "Active".

Add Step 1 to Create the Word Document

1. Add Step 1 as Create Word to create a Word document using the required Word Template.
2. Set any Filing as required.
   
   

Add Step 2 to Create the Email

1. Add Step 2 as Create Email using the required Email Template.
2. Select the Attachment as the "Create Word > Document" from Step 1.
3. Make sure Attachments as PDFs is set to "Yes" to attach the document in Step 1 as a PDF.
4. Select whether to send the email immediately, or to create Draft emails.
5. Set any Filing as required.
   
   

Testing and Running the Process

When setting up a Custom Process, it is very important to test it to ensure it is working as expected. Refer to Testing Custom Processes.

For details of the different ways to run a Custom Process, refer to Running Custom Processes.