A client asked how they could send a regular, recurring email out to staff to remind them to check their days, hours and pay on the AXLR8 Staff App. It was important the check was done by their brand ambassadors before the payroll run – not afterwards. Accounts department were previously receiving corrections and queries after the payroll run. That meant much more admin. If you use AXLR8 you will be familiar with the Pay Queries function in the app which already saves admin and provides an audit trail.
So they created a newsletter template in AXLR8 Newsletter Builder. It explained why it was better for everyone for the staff to check their hours and pay in the pay tab before payday each week.
Once the template was set up and the relevant staff added to a dynamic search, they set up the recurring mailing schedule. To do this, they went into the mailings tab as usual and selected a sender and the newsletter template. Then they opened the Advanced Tab. Sounds scary but it is actually full of useful options. Your options may be different to the screenshot depending on what social media publishing functions you have configured.
Then they selected the schedule options they wanted. This is shown at the bottom of the screen shot below.
As you can see, they changed the “Run Options” from just running straight away to “Schedule Mailing”.
Then they chose “Weekly” and asked the system to send it every Monday at 11 a.m. Obviously, we then took out an PII before making this screenshot.
Other uses of repeating email templates
Other reasons to send recurring mailings include debt collection and certain marketing follow ups. Let us know if we can assist you to set these up. One of our customers used to send out a weekly mailer to local businesses with a new account form for her taxi company and an incentive. In a month, it brought her two of the largest companies in the area as clients.
Intelligent Mailings
If your mailing must go out on special events in specific conditions with specific contents, you may need to use AXLR8 Trigaware TM . In that case, please contact Support