Clientlist can be used as siple marketing and information system that will allow you to send clients specific informations that you need. It was designed as a simple future that helps to keep a momentum with clients. All the email from the system are send from a clientlist system account, but with a name of your list as sender. Before you start using that option we suggest you to go to settings section and configure the sender name, reply-to or/add add your own SMTP gateway. We suggest it but it's not necessary, we add this to keep a communication even more professional.

When and how you can send email to clients:

You can use autoresponder (in settings):

If you use autoresponder every client added to that list will receive this email at this occasion

You can send email to client directly (from client card):

By clicking the option on a client card. This option will appear only when a client has an email address added

When you click the window appear and you can select multiple options:

You can add a sender name, title, message and attach the file. When message will be sent to client we will add this information to notes and it will look like that:

This way you can track who send information to whom and about what.

You can send email to a group of clients or selected clients (from list view):

You can trigger this option on a list view by clicking here:

or select clients and use this option:

When you select it the window appears when you can adjust your group email option: