Y.E.S.! B-to-B  Customer Screen

Customers General Tab - Several new entries will exist on the Customers General screen if Y.E.S.! B-to-B  is enabled.

These are:

• B2B user name - Assigned website user name used to log-in to your website for B-to-B purchasing.

• B2B Password - Assigned website password used to log-in to your website for B-to-B purchasing.

• Disable Marketing Emails - Checking this box will de-activate this Customer on the marking e-mail address list shown on the "Marketing" tab. Customers who have been de-activated in this manner will not be sent e-mails using the Marketing tab, even if "Select All" is checked.

For a Customer to be listed on your website's Log In list, three entries circled above must be made on the Customers General screen for that Customer:

1. Company Name

2. B2B user name

3. B2B Password

Each B-to-B Customer must also have an e-mail address.

Marketing Tab - A new tab on the Customers screen exists if Y.E.S.! B-to-B  is enabled.

The Marketing screen is used to send marketing related e-mails to selected Customers whose names and e-mail addresses are in your Y.E.S.  database.

How to send a marketing e-mail to your Customers

1. Create a Message - To send a marketing e-mail to your Customers, you must first create a message to be sent.  This message is created from the "Website Design" screen as a Custom Page.  This Custom Page does not have to exist on your website, unless it contains images which you intend to include in the e-mail message.  Any images included in a Custom Page must exist on your website in order for them to be seen in the e-mail when it is received.  If the images are not referenced by an existing Product or another Custom Page, then you will have to upload the Custom Page that you are using as your message to your website before you can successfully send your marketing e-mail message.

2. Give the Message a Subject (Required) - Type the Subject title of your message in the "Subject" box.   This will appear in your Customer's e-mail software as the subject of the message.  If this field is left empty, your message will appear to be blank when your Customer receives the e-mail and will probably delete your message without reading it.

3.   Prefix the Subject with the Customer's Name (Optional) - If you check this box, your can personalize the subject title of your message by prefiing the subject with the Customer's name.

4. Return address (Required) - the "From" field, which is automatically filled out utilizing your e-mail address which you entered at Account Setup, Mail Accounts, Full Email Address.  If you have an alternate e-mail address which you would like to use for sending this message, you may edit this entry now.  If this field is left blank, your e-mail messages cannot be sent.

5. Select the Message to be sent - From the listing of Custom Pages shown in the center box, select a message to send.   A preview of the message which you have selected will be shown in the right-hand window.

6. Select the Recipients of your message - Your message will be sent to every name that you check in the left-hand listing of names.   You may select individual names by clicking on the check box to the left of the name, or you may click on the "Select All Customers" button, which will check all available names for you.   NOTE: Those Customers who have been "Removed" from the Marketing e-mail program will not be selected even if you click on the "Select All Customers" button.

7. Set the Interval at which individual Messages will be sent ( Optional) - Depending upon your ISP's policies, you may not be able to send all of your e-mails at the same time.  If your ISP has such a policy in place, try sending the messages at least 1 minute apart.   This interval is set by typing a number in the "Send min. apart" box.

8. Send your Messages - Click on the "Send e-Mails" button to begin sending your messages.