Newsletter Integration in Dash SaaS
Introduction
Newsletters are like your personal email assistant, making it a breeze to reach out to customers, vendors, and employees. Instead of crafting each email one by one, you set the rules and content templates, and the system takes care of the rest. This automation not only saves you loads of time but also minimizes the effort required to manage your communications effectively. By using filters, you can precisely target the recipients who meet specific criteria, ensuring your message is delivered to the right audience. This streamlined approach to communication offers immense convenience and efficiency.
How to Install the Add-On ?
To Set Up the Newsletters Add-On, you can follow this link: Setup Add-On
How To Use The Newsletter Add-On?
- Once you purchase and install the Newsletter Add-On, go to the sidebar and search for the Newsletter Add-On. You will get to see many pages over there.
- Once you click on the Newsletter option, you will be taken to a screen where you will see two main pages: Mails and History.
- These two sections are all you need to create, send, and track newsletters across various modules and sub-modules.
Mails
- On the Mails page, you will be able to create and send new newsletters to users associated with different modules and sub-modules available in your system.
- First, select the module and sub-module for which you want to send the newsletter.
- Next, enter the email subject in the designated field and then write the email content or message that you want to deliver.
- After filling in the necessary details, you can send the newsletter directly from this page without needing to move to any other section.
- Please note that your newsletter will only be sent successfully if all required email credentials are already entered correctly under the Email Settings section of the system, so make sure this configuration is completed in advance to avoid failed deliveries.
- This makes it easier to share information, updates, or announcements with the relevant users in just a few clicks.
History
- Click on the History tab to see a list of all newsletters that have already been sent from the system.
- On this page, you will find the complete history of newsletters, along with their delivery status, so you can check whether each message was successfully delivered or not.
- If any newsletter failed to send, you will be able to see that here, allowing you to take action if necessary.
- This section helps you keep a record of all past communications, making it easier to track what was sent and when.
Note: Here is a list of some Add-Ons that we can easily connect to with the Newsletter Add-On.
General
- Invoice
- Proposal
- Purchase
Accounting
- Customer
- Vendor
- Bill
HRM
- Employee
- Leave
- Award
- Transfer
- Resignation
- Promotion
- Termination
- Announcement
CRM
- Lead
- Deal
Categories
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