Send Group Emails
A new option now exists named "Email Center" in the left hand menu
Create an email audience list based on any combination of equipment types, customer status, city, zip code, custom tag, invoice status or route schedule
Choose whether "ALL" options selected need to match or if "ANY" options can match
Choose whether you want to send the email to contacts labeled as "Primary", "Billing" or both
Craft any email you want using our new editor with rich multimedia options
Change the look and feel of anything you need to match your brand and messageSave any email you've designed as a template that can be used any time with 1 click
Send a preview to yourself before sending to actual customers
View History of All Emails Sent From Pool Brain
Searchable history of every email sent from Pool Brain for any reason
View what types of emails were sent, which users sent them (or if it was auto-sent), when they were sent, who they were sent to and whether delivery was successful or not
Filter the list by date range, email type, customer and more
Customize Any Email Template From Top To Bottom
Full customization control over default email templates for Route Stop Emails, Job Emails, Invoice Emails and Quote Emails.
Use Dynamic Content Markers to create the ultimate email using information that changes automatically based on certain variables.
Add your own text, background colors, images, videos, emojis, links, tables, dividers and much more
Send a preview to yourself with a click so you can see what your creation will look like
You can reset to the default template any time so don't be afraid to experiment!
Customer Tagging System
Add tags to any customer to differentiate them in unique ways
Send a group email to an audience list based on these tags
Set QBO Income/Expense Accounts for Products/Services
Set which accounts should be assigned to new products/services by default
Control which income/expense account is assigned on a specific product or service
Misc Improvements
A small unsubscribe option has been added to the bottom of group emails to improve deliverability and compliance
If someone chooses to unsubscribe, you will receive an email with their unsubscribe reason and can take steps needed to acknowledge their requestTechnician notes in app keep the same line and space formatting on web
New fields have been added for "Company Phone" and "Company Email" to make it easier to control specific dynamic content in email templates
When adding a new customer, if the correct address is not automatically displayed in the pick list and you click out of it... the City, State and Zip Code fields will now appear so you can enter whatever you like such as a PO BOX address