Striven HELP

Send email to all Full Account customers via Outlook

Owned by Adam Sheean
Last updated: Jul 13, 2022
3 min read

Follow these instructions to get all email addresses from Striven and send via Outlook.

Doing it this way will make it look like your normal emails with your standard signature etc...

This example uses the F4 - Set Range to only export FULL DEBTOR accounts.  If you need different filters, change accordingly in the F4 - Set Range logic.



Action

Action

1

In the Striven Utilities menu, click on Debtor Export / Import Utility.

Debtor Export menu option

 

2

Tick the following items:

Debtor code

Debtor Name

Last Sold Date      (use this if you want to only export emails for customers who have purchased since a particular date)

Accounts Email

Select the fields you wish to export



3

Ensure you select a valid Excel filename.  Ensure it has xlsx at the end.

 

 

4

To only export out the Debtors who are Full Debtor accounts, do the following:

Press F4 - Set Range.

Select Index: L - Type + Sort By

Account Type: Full debtor account

Press F9 to return to the Debtor Export window.

5

When the Excel document opens, remove any debtors that have no email address.

Review any other debtors that are not required.

Select all the email addresses and right click, then Copy.

6

We just need to now Paste these email addresses into the BCC (Blind Carbon Copy) field in your email program.

It needs to be entered into the BCC field to ensure that your customers dont see each others email addresses.

If you dont have the BCC field appearing when you create a new email, please do the following:

Click on the Options tab, click on the BCC field.



Now, just right click on the BCC field and click on Paste.

It will then fill in the emails in this field. Note. there may be a delay as Outlook checks the emails...

7

Then fill in your email and attachments as required.

It is a good idea to enter in your email address in the To: field.