In this video tutorial, Laurence from the Senta support team shows you how to start sending emails to clients
Text version of this tutorial
Senta has three great ways to let you contact your clients via email: You can send bulk emails to groups of clients, one-offs to specific people and, best of all, set up automatic email tasks using customised email templates as the ultimate time saver for endless daily emails.
Before you use email in Senta, we recommend setting up integration with your existing practice email service. You can find instructions on how to do this here.
Once you’re set up, let’s take a look at the mailshot feature in Senta:
Sending a bulk email
Start with the client list you want to contact.
Select all the clients you want to email
Click Actions and then Email
Enter the message and hit Send emails.
These emails will go into your practice outbox, accessible via the email button on the top menu.
Select all the emails in your outbox and press send.
Sending a one off email
You can of course send one off emails to clients, simply by visiting their record, and clicking 'Send email'. You will then see the usual email composer.
Setting up an email task
Once you are happy with sending emails, take a look at Jobs and configuration.