What are the Acctivate Broadcast Email Account Information Selections?

Acctivate Broadcast Email – Account Information Selection

When utilizing the Broadcast email utility, users have the option to select information from the Customer window. This information is held under Customer > Customer Information.

Below is a list of all the different filters available and which fields can be used from the customer information. Once you have used a certain field, it will no longer be available to add that same field for further filtering. When using the “is between” filter, make sure you are in numeric or alphabetic order to successfully pull criteria.

Warning: Emails sent from Acctivate are sent through your configured email account. Your email provider may impose limits for the number of emails that can be sent in a period of time, such as per day or per hour. These limits are to prevent spamming and they are not specific to emails sent from Acctivate, but rather any emails sent from your email account. Acctivate has no control over these limits so exercise caution when using the Broadcast Email Messages function as your email provider may enabled restrictions if a threshold is met

 

Field Filter
Customer ID is, is at most, is at least, or is between two Customer ID’s
Customer Name is, contains, is at most, is at least, or is between two Customer Names
Customer Type Select a specific Customer Type
Salesperson Select a specific Salesperson
Marketing List Select a specific Marketing List
Balance Due is, is at most, is at least, or is between two dollar amount
Number of Orders is, is at most, is at least, or is between two numbers
Date Last Order on, on or before, on or after, or is between two dates
Marketing Code Select a specific Marketing Code
Branch Select a specific Branch
City is, contains, is at most, is at least, or is between two cities
State / Province is, contains, is at most, is at least, or is between two state codes
Zip / Postal Code is, is at most, is at least, or is between two zip codes
Country is, contains, is at most, is at least, or is between two country codes
Credit Limit is, is at most, is at least, or is between two number
Credit Hold Yes or No
Last Credit Review on, on or before, on or after, or is between two dates
Terms Select a specific terms code
Price Code Select a specific Price Code
Discount Percent is, is at most, is at least, or is between two numbers
Opened Date on, on or before, on or after, or is between two dates
Ownership Style is, contains, is at most, is at least, or is between two types of ownership styles
Taxable

Yes or No

For more information about the Broadcast email function, check out our docs.