Add a note to the contact record about an Email Blast

When you send an email blast, you may want to put a note on each contact record documenting that you send them that blast.  

1. Go to ClientTouch, select the group of contacts you want to email.

2. Start your blast process by clicking on Email Blast.

3. Select your email from a template.

4. Before you click Send Blast Now, first click the Add a note... box.

 

Make sure to check the box before you click send.

When the note is added to the contact record, you will create a history of the emails sent to the contact. There is no way to add a system note in after the email has been sent.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.