Is it possible to send out a newsletter email to all of my customers?

Yes, you can send emails to all of your customers by setting up a Workflow rule and associating an email alert.

Step 1: Create a Custom Field

Create a Checkbox type custom field at the customer level. This will be the trigger to send the emails.

Step 2: Set up the Email Alert

  • Navigate to Settings at the top-right corner of the page.
  • Click Workflow Actions under the Automation section.
  • From the Email Alerts tab, click +New Email Alert.
  • Enter a Name for the email alert, and for the Module field, choose Customers.
  • Click the Email Template field and customize a new template by clicking on + Add New Email Template option.
  • Choose the respective recipients from the Email Recipients field, add CC/ BCC (if any ).
  • Click Save.

Step 3: Set up the Workflow rule

  • Navigate to Settings at the top-right corner of the page.
  • Select Workflow Rules under Automation.
  • Enter a Name and select the Module as Customers.
  • Choose when you want to trigger the notification as Event Based with the Edited option and set the condition as When any selected field is updated.
  • Choose the checkbox type custom field from the list of fields.
  • Set up filters and criteria for the workflow as per your requirement and click Next.
  • Select the Action Type as Email Alerts.
  • Select the customized email alert from the list.
  • Click Save.

Now, whenever you wish to send emails to your customers, you can bulk update the CheckBox custom field by checking / unchecking it. Any changes to the field will trigger the workflow rule.

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