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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…
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Celeste Zanoli
supported this idea
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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.