In Animana you can easily send mailings to your clients. The mailing filters allow you to quickly filter client, patient and product data, so you can send a bulk marketing campaign. This is a great way to inform your clients about new developments or promotions such as a discount campaign, a newsletter, or a new product. This article will explain how you can use the mailing filter on client contacts to send out a mailing.

Before you start

Step-by-step instructions

1. Go to > Mailing > Mailing Filter Contacts.
2. Next to “mailing” you can select how you want to send this mailing (call, labels, letters, email, text message).
3. If you want to send a follow-up mailing to clients that have received a previous mailing, you can select that previous mailing from the dropdown-menu “has received mailing”. If it’s not a follow-up mailing, you can leave this field empty.
4. The contacts section allows you to filter by type of contact (all, client, veterinarian, farrier, supplier, other, or category). When you select “category” you can select a client category from the dropdown-menu. This information is taken from the Client Data.
5. Under “turn over” you can specify whether you want to filter clients based on the revenue they have generated. In the first field, enter the turnover amount, and in the dropdown-menu you can select a year (if you only want to see clients in the results who have generated a certain turnover in a specific year).
6. If you have multiple practice locations you may want to filter your contacts using “filter on location” by selecting the relevant location there. This information is taken from the Client Data.
7. If you are targeting clients in a particular city you can enter the city, street, or (first number(s) of the) postcode in the “filter on address” text field.
8. By using the ”Active Between” fields you can select contacts which have had interactions within a certain time period. Interaction means that an entry has been made in their file. Dates can be entered directly into the text boxes or you can click the icon to use the date-picker.
9. Under “Client has species”, you can filter clients based on the species and even the breed of the pet.
10. Under “Client recruitment”, you can filter clients based on how they became your client. This information comes from Client Data > Info tab.
    
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    Tip: You can select multiple options by holding down the CTRL key while clicking on different options in the list.
    
11. By default, only active clients with patients are included in the mailing. If you also want to contact clients from other practices, or those without activity or without patients, check the corresponding option next to the “Include” field.
12. If you selected the option “letters”, “email” or “text message” in step 2, you can select the text template that you want to use.
13. If you selected the option “email” in step 2, and you want to receive a copy of the mailing, then you can enter your own email address in the field “send bcc copy to”. Your email address will not be visible to recipients of the mailing.
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    Beware: the email address you add here will receive a copy if each message. For instance, should you send the mailing to a 1000 recipients, this mail address will receive 1000 email copies.
    

14. Click the Show Selection button to see the results. Review the list and if you want, select/unselect clients from the checkboxes on the left.

    

15. Click the Print/Send Selection button to send the mailing.

More about this

How can I check if my mailing has been sent?

After you click the Print/Send Selection button (step 15 above), the mailing task will be executed in the background. Once the mailing has been completed, you will receive a notification in your message inbox (). The message is titled “Mailing Report” and includes the title of the mailing, the date and time of sending, as well as the names of the recipients.

How can I send a Word newsletter from Animana?

1. First create the newsletter as an email template in Animana. You can do this by adding a new email in the Content Designer. See: Learning Path: Content Designer
2. Make sure the category and context of that email are set to “mailing” in the Content Designer.
3. Follow the step-by-step instructions above to send the newsletter.

How can I see which mailings I have sent in the past?

1. Go to > Mailing > Mailing history.
2. You will see an overview with a log of all the bulk mailings which have been sent from Animana. The date of the mailing, the mailing method, the subject of the mailing and the number of recipients are specified in the overview.

   

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   TIP: You can sort by each column – just click the arrows at the top of each column.
   

How can I see which mailings I sent out via text messages?

1. Go to > Mailing > Overview Sent Text Messages.
2. You will see an overview with a log of all the text messages which have been sent from Animana. The date of the text message, the time, mobile phone number, name of the owner and pet, username of the user who sent out the text message, the context, SMS count and status. Text messages sent via mailing will have the context “mailing” specified.

   

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   TIP: The columns that have arrows at the top can be sorted by clicking on the column header.
   

Related articles

• Learning Path: Content Designer
• How do I exclude clients from receiving marketing related messages?
• How do I send marketing messages based on product data?
• How do I send marketing messages based on patient data?
• How do I prevent sent emails from Animana being marked as spam because of my spf records?
• How do I fix the most common email problems?
• How do I set up client categories?