Mailing Lists

Mailing lists can be used to group together company or external contacts so they can be easily notified. Mailing Lists are a feature of the Automation module in DEAR. 


NOTE: Access to the Automation module requires adding a subscription to the module to your DEAR Inventory paid plan. See Adding Trials of the POS, B2B, API and Automation Modules to Paid Plans for more information.


Prerequisites

  • Purchase Automation module subscription (required)


Table of Contents


Create a Mailing List

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  1. Navigate to Settings → Automation → Mailing List.
  2. Click + to add a new mailing list.
  3. Enter a name for the mailing list.
  4. Enter the email addresses to be included in the mailing list.
  5. Click the Emails button to choose from the two options for entering emails:
    • List: Enter emails into the field immediately below the button, separated by a comma. This is the default option when you create a mailing list.
    • Table: Enter the first email address into the box, then click the + button for each new email address to include in the mailing list.
  6. Click Save to complete. 


Add Contacts to Mailing List

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Contacts can be added to an already created mailing list from Settings → Reference Books → Company Contacts.


Configure email sender

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You can configure the email sender, changing which email address appears in the From field. This is configured from General Settings → Organisation


You can either choose currently logged-in user which will use the email of the current user whose actions trigger sending the email, or the default company billing address set in Reference Books → Company Contacts


Both of these settings have a sent from the system option which will send the email from the selected email address, but will display to the receiver as the company name instead. This option can help stop emails from ending up in the Junk/Spam folder of your customers. 

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