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 products to send out a mailing.

Before you start

Step-by-step instructions

1. Go to > Mailing > Mailing Filter Products.
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. If you want to send to clients which have a specific species or even a specific pet breed, you can specify that on the next line.
   
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   For our example, we want to send this mailing to feline owners only as our new drug “Medicine NewB” can only be used for cats. The breed is not relevant in our mailing so we will leave that field empty.
5. If you want to search for patients or herds that have been recently active, select a date using the date picker or by entering the date directly in the “last activity after” field. Only patients/herds with activity after that date will then be shown in the search results.
6. You can filter by gender and neuter status using the radio buttons.
7. If you need to narrow down the age of the patients that have received the product, you may select between two dates using the date-picker or typing into the date fields. You can also specify if you want to include patients that do not have a birth date entered into their patient data.
8. If needed you can set a weight limit for patients that have received the product. By default, it is set to all weights above 0kg.
9. Select the product(s) that you want to filter on.
   
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   Tip: You can select multiple products if needed by holding down the CTRL key while selecting different products.
   
10. You can filter by which products a patient has – or has not – been given. You can also filter by specific batch number by using the field “batch” – perhaps if you need to recall all patients who have been prescribed a certain batch.
11. If you need to narrow down a time when a product was given, you may select between two dates using the date-picker or typing into the date fields “products had between”.
12. If you selected to send “letters”, “email” or “text message” in step 2, you can choose which template to use for the mailing by selecting it in the dropdown menu “select template”.
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 of the filter underneath. Check the list and if you want, you can deselect clients from the list on the left.
    
15. Click the Print/Send Selection button to create and 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 contacts?
• 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?
• Common causes of email problems