How to Create a Bulk Import Email in CRM

Overview:

This article provides the step-by-step process on how to create bulk import email in Xvantage for Associates (X4A) CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In Xvantage CRM sidebar menu, navigate to Extensions click Bulk Import Jobs.

6. Click New.

7. Under the General Tab, input the following required information:

   • Country

   • Name

   • Import Type – choose Email from the drop-down menu

   • Assigned To – choose from the following options:

     • Specified in Import File

     • Person

     • Team

     • Primary Sales Contact of Customer

Note: If you select Person or Team, the User field will appear. Use it to specify the contact.

8. In the Bulk Email tab, supply the following information:

   • Email Template (required) - you can choose from the existing email template or create a new template.

   • Email From (required)

   • Email CC

   • Email BCC

   • Send Emails Automatically – select Yes or No.

   • Is End User – select Yes or No.

   • Top Message

   • Email Question (required)

9. Click Save & Close. This will automatically be part of the Active Bulk Import Jobs.