Can I use Engager for Marketing Emails

Can I use Engager for Marketing Emails

With the Engager system, we've got a handy 'bulk messaging' tool which many of you choose to use for keeping clients up to date with Budget Changes or bulk messaging their Self Assessment clients to make sure that they've paid their bill by 31st Jan or July. 

You can use this tool for a number of reasons, and by all means, use this for Marketing purposes

We have many clients using this for monthly mailers and you could also use this for your list of Prospects too! Who knows, your latest blurb could be the final key to getting them on board

All you need to do is select your clients or select all. select Messages then Compose Email, you can then send out as planned but the one thing to note is, you MUST select whether it's a marketing piece or an Information piece, and adjust accordingly 

 


Search for our guide - 'send out emails in bulk;

    • Related Articles

    • Exporting emails

      There may be times when you need to export a client's email correspondence. Perhaps this is required as part of a handover to a new accountant, or perhaps Data Protection SAR requests. At present, there is not a way to do this within the Engager ...
    • How To Manage Emails In Client Engager

      We know that it’s often difficult juggling a busy practice with numerous staff members all operating on different apps and software so we’ve developed a way to bring all of your communication together into one space within Engager. With Engager, you ...
    • Setting Up Status Emails

      Johann Goree 3 months ago Updated FollowNot yet followed by anyone Status update emails can be set up to send a preset templated email on completion of a phase in a workflow. There is a video walk through and step by step PDF guide available. Let’s ...
    • How to use Texts, SMS Messages

      At Engager, we’re here to help you run your business efficiently while providing multiple ways to contact your clients. We’ve created automated reminders for you to use and chasers which could be triggered on a weekly or even daily basis - BUT - For ...
    • How to integrate and manage your emails in Engager, for Gmail and Microsoft365 / Outlook (M365)

      We know that it’s often difficult juggling a busy practice with numerous staff members all operating on different apps and software so we’ve developed a way to bring all of your communication together into one space within Engager. With Engager, you ...