Contacts - Send out bulk emails to suppliers and customers
Ability to send bulk emails to both suppliers and customers.
Purpose: Saves more time when businesses need to send emails to all their contacts. Especially when they need to announce specials or price increases.
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping for, but we want to be transparent so you can make the best choices for your business.
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Wayne Turner commented
Useful for the following Provisional Tax templates / Reminders for VAT and PAYE payments / Tax deadlines / Tax changes and many other applications
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Celeste Zanoli commented
Product Idea: Group Email Feature for Client Communication without sending an invoice.
Overview:
The proposed product idea aims to enhance client communication within Xero by introducing a group email feature. This feature allows users to send targeted emails to specific client groups without the necessity of sending invoices, streamlining communication processes, and improving client engagement.
Key Features:
Contact Group Selection: Users can create and manage client groups within the Xero interface. These groups can be based on various criteria such as service type, tax category (Provisional tax client reminders as example), industry, or any custom classification.
Group Email Composition: Within Xero, users can compose emails tailored to specific client groups. Pre-defined email templates can be utilized for common communication scenarios such as reminders, updates, or requests for documentation.
Additionally, customization options allow users to tailor the message content to suit the unique needs of each client group.
Schedule and Send: Users have the option to schedule emails for future delivery based on preferred timing or specific deadlines. Automated reminders can also be set up for recurring communication tasks, ensuring timely client engagement.
Benefits:
Time Efficiency: Streamlining client communication processes saves time and resources for accounting professionals, enabling them to focus on core tasks and client relationships.
Enhanced Client Engagement: Targeted and personalized emails foster stronger connections with clients, leading to improved satisfaction, loyalty, and retention.
Compliance and Accuracy: Centralized communication within the accounting software ensures consistency, compliance with regulatory requirements, and accurate record-keeping.
Competitive Advantage: The group email feature distinguishes the accounting software by offering a comprehensive solution for client communication, attracting new users and retaining existing ones.
Scalability: As the user's client base grows, the feature accommodates increasing communication needs without compromising efficiency or effectiveness.
Implementation Considerations:
User Interface: Design an intuitive and user-friendly interface for creating, managing, and sending group emails within the Xero accounting software platform.
Integration: Ensure seamless integration with existing features and functionalities of the accounting software, maintaining consistency and ease of use for users.
Security: Safeguard sensitive client data and communications, adhering to industry standards and regulations.
By incorporating the group email feature into Xero, users can elevate their client communication capabilities, streamline workflows, and ultimately drive greater efficiency and client satisfaction. -
Stephanie Leito commented
Feature to Email all active customers
Sometimes there are price increases on certain products and we need to email the customers about it. Or maybe an update on the terms and agreements, or just to send out a Christmas greeting to all active customers.
I need to extract the file, filter it, and then send the email from Gmail
Would be great if we could have a feature that emails all customers from Xero directlyMaybe creating a filter on the sales account from the customer's profile would also help
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Liz Brimacombe commented
Businesses need this to run efficiently as its very time consuming trying to get a print out of the customer data and creating an email to all - judging by the comments below it is definitely wanted by most of your customers
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Alison Kennedy commented
When a change in staff has occurred and there is the potential for fraud on the behalf of the previous employee time is critical to get this information out.
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Lisa Crick commented
Urgently require this function so that we can advise of fluctuations in pricing to our customers so that the best price can be achieved.
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Helen Deavoll commented
We needed this to notify all our customers that there was an issue with the invoices that were coming through from Inventory System
With all contacts listed in Xero it would be a great option to have -
Joy Coffey commented
I support everyone's comments here. I find this unbelievable that this cannot be done. A feature should be added where one can select all suppliers or contacts and hit an email button to send off the message to all. It can 't be that difficult surely.
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Abraham Hanes commented
This seems like a basic feature and I would find it extremely helpful. Its a massive waste of time to have to export all contact data to outlook to send an email to all of our current clients about our new payment portal...
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Janayin Food commented
I am shocked to find this is not available on Xero, I need to update my businesses credit policy and now need to copy all contacts email to complete in a different system. Definitely disappointing and needs to be corrected ASAP.
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Helen du Toit commented
Please, please!
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Simon Barnes commented
Vital that organisations are able to send their Terms of Trade to all clients.
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Louise Buchanan commented
This idea was posted ALMOST A DECADE AGO, which means Xero don't give a rat's ****, people!!!
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Helen du Toit commented
Could a Xero agent please respond to these requests?
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Michaela Wheeler commented
Come on Xero - any update?
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Sumare Nel commented
Yes please, and also for us to request statements from suppliers via Xero. It will be super helpful!
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Greg Brindley commented
An absolute time saver!
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Helen du Toit commented
How many votes do you have to have to make this a priority?
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Annette Kruger commented
This would be a great function to have
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wayne webster commented
The need for this feature appears to be high and I agree. Why is this not a standard feature.
The ability to do this with other packages seems to be a mystery why Xero has not had this added.
Without this feature businesses suffer in this market, and it does affect your bottom line.