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.

Prerequisites

• How to configure a system email account
• How to create and use FocalScope Standard Responses (canned replies)

Tutorial

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, CC, BCC, 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