We recommend using SendGrid for your Batch Email provider, if you cannot use Sendgrid then Elastic Email is a secondary backup option.

Accessing Elastic Email Batch Settings

How is it Used in Arborgold?

Batch Email enables the following features in Arborgold:

  • Batch Proposals - Ability to propose multiple jobs to multiple clients at once.

  • Batch Invoicing - Ability to invoice all scheduled and completed work from the work scheduler and send it to the all clients who have the preference and their email address on file.

  • Batch Statement - Ability to follow up on outstanding accounts and email all clients who have the preference and their email address on file.

  • Marketing:

    • Generate Customer List - Select customers to email in batch based on filter criteria such as services completed, zip codes, tags, etc

    • Renewals - Re-offer all the work you did in prior years to retain, upsell, or continue subscription services to clients. This feature is a huge money maker!

    • Automation Marketing - Close more proposals with this automated follow up feature. This will email any client that has not closed their proposal (by switching the job into declined status or work order status)

  • Create an account at http://elasticemail.com/

  • Once your account is created, Click "Settings" at the left side of your screen and select "SMTP/API" and you will see this information

  • Enter your API key into the Batch Email settings page

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