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of the FocalScope omnichannel suite, according to best practice.

Mass mailing in FocalScope

FocalScope can be used to dispatch hundreds of emails in a single click for email campaigns, etc. This article details how to create a mailing list in Excel and then upload it to FocalScope for immediate or future dispatch.



Creating a mailing list in Excel

Before any mass mailing can take place, you need a proper mailing list. Create a mailing list as follows:

  1. Create a new Excel document
  2. On row 1 of the spreadsheet, enter the following labels successively starting from column 1 to 13: TO, CCBCC, Placeholder1 to Placeholder10 (see Figure 1)
  3. Fill in the email addresses in the [TO, CC, and BCC] columns. Please note: the Placeholder fields can contain any type of information, but are currently reserved for future use
  4. Save the Excel document

Figure 1 - Excel mailing list with placeholders

Dispatching emails en masse

After you have created and populated your mailing list with the recipient's email addresses, proceed to dispatching as follows:

  1. In the [Main menu], select [Screen > Administration] 
  2. Click the [Advanced properties] tab
  3. Navigate to the [Mass email] folder
  4. In the right-hand pane
    1. drag your mailing list to the [Excel document] field and wait for the upload completed confirmation
    2. Set the [Default folder] from which to dispatch the mass mailing
    3. Set a [Template], an existing Standard Response, to use as the base for all emails in the mass mailing
    4. Set an [Agent] who will be assigned to the dispatched emails (and any replies)
    5. Optionally, set a future [Schedule sending on] date and time if you don't want to dispatch the mass mailing immediately
    6. Click [Submit] to start the mass mailing as scheduled
  5. Continued in next section...

Figure 2 - Dispatching emails en masse

To monitor the progress of a dispatch, do as follows:

  • Navigate to the [Mass email > Submitted] folder. The details and status of dispatched email can be seen in the right-hand column

Figure 3 - Monitoring a dispatch

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