Bulk Email Customers from Customer Center

Recur360 allows you to send bulk emails to your customers from the customer screen. This allows an email to be sent to all or some customers at once. 

Settings, Email, Default Customer Template

First, from the GEAR icon in the top right,  click on Settings, Email Settings and scroll down to the Default Customer Email. Click "edit". 

Now go to the Customer Center in the left Panel. From the Customers screen there are checkboxes at the top that allow you to show customers with Show with Active Recurring Transactions and Show with Payment Methods. 

After you select one or more of these checkboxes you can also further filter the customer list using the search box. Then either select individual customers or use the Select All button at the top left. This will activate a Send Customer Emails button at the bottom of the screen.

Click the "Send Customer Emails" button. The "Send Customer Emails" screen will pop up showing you how many emails will be sent. The Default Customer Email Template will populate and allowing you to modify the subject line & message body of the email. 

There is a preview at the bottom of this screen.

There is an option to email a copy of this to yourself so you have a copy of what was sent.

Clicking the Send Email button at the bottom of the screen will send all emails immediately and log them in the Customer Email History Reports.