E-Mail Settings (Customer Loyalty Report)

1. Open the Back Office.
2. Click the Reports icon.
3. Click Customer Loyalty.
4. Configure the Current Filter options. See Customer Loyalty Report for more information on configuring filter settings.
5. Click the E-Mail Form Letter to Customers radio button.
6. Click the E-Mail Settings button.
   
7. When the E-Mail Settings window opens, configure the Email Settings.
   • Check the Use Email Settings from System Settings check box to use the email settings configured in System Settings > System Configuration > Email & Texting.
   • To configure Email Server Settings:
     • In the Outgoing Server field, enter the address for the outgoing email server.
     • In the Port field, select the port for the outgoing email server.
     • (Optional) Check the Server Uses SSL check box.
     • Note: To use Gmail, enter smtp.gmail.com as the Outgoing Server, Port 587, and check the Server Uses SSL check box.
   • Enter the full email address in the Username field.
   • Enter the email password in the Password field.
   • Enter a From Email address.
   • Enter an Email Subject.
   • Enter the email message. Users can choose from the editing GUI and HTML view. Pseudo variables can be used when the HTML view is selected. See Email Pseudo Variables for more information. Users can also preview the email by clicking the Preview button to the bottom left of the E-Mail Settings window.
8. After configuring the email settings, click the OK button.
   

Users can insert pseudo variables into Customer Loyalty emails. Pseudo variables reference information customer information configured in Customer Maintenance. A list of pseudo variables is available below.

#CUSTOMERNUMBER
The Customer Number

 

#CUSTOMERNAME
Customer’s Full Name

 

#CUSTOMERFNAME
Customer’s First Name

 

#CUSTOMERLNAME
Customer’s Last Name

 

#CUSTOMERPHONE
Customer’s Phone Number

 

#CUSTOMERCITY
Customer’s City

 

#CUSTOMERSTATE
Customer’s State

 

#CUSTOMERZIP
Customer’s Zip Code

 

#LASTVISITDATE
The date that the customer last made a purchase

 

#CUSTOMERSTADDR1
Street Address Line 1

 

#CUSTOMERSTADDR2
Street Address Line 2