166 lines
13 KiB
Plaintext
166 lines
13 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
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<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
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<script runat="server">
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protected override void Init()
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{
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PageTitle = PageCaption = "Organizing mass mailing";
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MetaKeyWords = "ONLYOFFICE, mass mailing, bulk email, mailing list, recipients";
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MetaDescription = "Send email message to your clients using the ONLYOFFICE blanket mailing feature";
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var guides = new GuidesModel();
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guides.CaptionRelatedTips = "Related Tips & Tricks";
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guides.Title = "Importing from Other Sources";
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guides.TitleVideo = "Invite people to your portal";
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guides.RelatedTips = "Do you have some documents stored in other web-sources like Zoho, Google Docs or Box.net?";
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guides.LearnMore = "Learn more...";
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(Page as BasePage).Guides = guides;
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}
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</script>
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<div class="MainHelpCenter">
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<h1 class="subHeaderFeaturesCaption Guides_Video_Captions">Organizing mass mailing</h1>
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<cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/VariousControls/AdminLabel/AdminLabel.ascx" />
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<div class="keyword_block">
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<ul>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-crm/onlyoffice-crm.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/mailing-list/mailing-list.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/mass-mailing/mass-mailing.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/smtp-settings/smtp-settings.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/personal-tags/personal-tags.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/send-email/send-email.ascx" /></li>
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</ul>
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</div>
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<div class="video_ground video_trips">
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<h2 id="introduction">Introduction</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Want to send a newsletter to all the contacts from your customer database or just need to inform some clients about an upcoming event?</p>
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<p>Now you can do that directly from the CRM module. This guide will show you how it can be done in a few easy steps.</p>
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</div>
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</div>
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</div>
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<h2 id="step1"><span class="style_step">Step 1.</span> Configure SMTP server</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Online office allows you to send messages without opening any external email client software, all you need is to specify the parameters of the <b>SMTP server</b> for the mail service you commonly use. You will be able to send mails to your clients from your usual email address via your portal interface.</p>
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<div class="notehelp">
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Online office does not provide any SMTP server integrated, it simply provides an interface to the existing mail services where you have an account.
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</div>
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<p>To configure the SMTP settings:</p>
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<ol>
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<li>Go to the portal <b>Settings</b> section. To do that click the <img alt="Settings Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/tipstricks/settingsicon.png")%>" /> icon in the right upper corner.</li>
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<li>Switch to the <b>Integration</b> tab.</li>
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<li>Open the <b>SMTP Settings</b> page.</li>
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<li>In the <b>SMTP Settings</b> section fill out the necessary fields (you can get specific settings from your email service provider):
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<ul>
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<li>in the <b>Host</b> field, introduce your SMTP server host name, such as <span class="param-type">smtp.domain.com</span>,</li>
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<li>specify the <b>Port</b> number used by the SMTP server. It's recommended to use port 587 or 25.</li>
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<li>check the <b>Authentication</b> box, if only the authorized users can use the server;</li>
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<li>fill out the <b>Host Login</b> and <b>Host Password</b> fields,
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<div class="notehelp">
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<i>Host login</i> is your email box address for the email server you specify the SMTP settings for. <i>Host Password</i> is the password you use to access the corresponding email box. Make sure that your email address and password are valid.
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</div></li>
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<li>introduce any name you want in the <b>Sender Display Name</b> field,</li>
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<li>specify the corresponding email address in the <b>Sender Email Address</b> field (it must comply with the one specified in the <b>Host Login</b> field).</li>
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</ul>
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</li>
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<li>Check the <b>Enable SSL</b> box to enable encrypted connections.</li>
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<li>Click the <b>Save</b> button.</li>
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<li>To verify whether the specified settings are correct, click the <b>Send Test Mail</b> button. If the settings are specified correctly, you'll receive the <b>SMTP Test Message</b> to the email address specified in your user profile on the portal.</li>
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</ol>
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</div>
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<div class="screen_block">
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<img alt="How to organize mass mailing? Step 1" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide48/step3.png")%>" />
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<img alt="How to organize mass mailing? Step 1" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide48/step3.png")%>" />
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<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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</div>
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<h2 id="step2"><span class="style_step">Step 2.</span> Access the CRM</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Enter your portal and click the <b>CRM</b> link.</p>
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</div>
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<div class="screen_block">
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<img alt="How to organize mass mailing? Step 2" target="img1_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide24/step1.png")%>" />
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<img alt="How to organize mass mailing? Step 2" id="img1_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide48/step1.png")%>" />
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<div target="img1_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>In case you have already logged in to the portal and been using it for some time, to access the <b>CRM</b> module from any portal page, use the drop-down list in the top left corner of the page and select the corresponding option.</p>
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</div>
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</div>
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<h2 id="step3"><span class="style_step">Step 3.</span> Create a mailing list</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Your mailing list can contain up to <b>50</b> recipients. To create it just check the contacts you wish to send your email to in the <b>Contacts</b> list. To facilitate the search of the needed contacts make use of our <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/guides/keep-contacts-up-to-date.aspx#step2")%>">filter</a> above the contact list.</p>
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<p>Verify that all the selected contacts have the email address specified. If not, to add the address click the <b>Actions</b> <img alt="Actions button" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/guides/small/guide48/actions.png")%>" /> button to the right, select the <b>Add email</b> option from the drop-down list and enter the necessary address into the field which appears. To confirm it press the <b>Enter</b> key.</p>
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</div>
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<div class="screen_block">
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<img alt="How to organize mass mailing? Step 3" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide48/step2.png")%>" />
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<img alt="How to organize mass mailing? Step 3" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide48/step2.png")%>" />
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<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>When all the contacts are selected click the <b>Send Email</b> button above the contact list and select the <b>Internal SMTP (50 email recipients maximum)</b> option.</p>
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<div class="notehelp">
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If you wish to send emails using an external mailing software select the <b>Generate list for external program</b> option from the drop-down list.
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</div>
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</div>
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</div>
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<h2 id="step4"><span class="style_step">Step 4.</span> Compose a message</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>When all the settings are configured the <b>Compose Mail</b> page will open.</p>
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<p>In the <b>From:</b> field you will see the sender name and email address indicated while configuring the <a href="#step1">SMTP server</a>. The <b>To:</b> field shows the number of the selected contacts.</p>
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<p>All you need to do is enter the <b>Subject</b> for your letter and type in your message. The <b>Formatting Toolbar</b> helps you format your text changing font style, font color, alignment, size etc.</p>
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</div>
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<div class="screen_block">
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<img alt="How to organize mass mailing? Step 4" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide48/step4.png")%>" />
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<img alt="How to organize mass mailing? Step 4" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide48/step4.png")%>" />
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<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>If you need to add some variables to your message make use of the <b>Personal Tags</b>. </p>
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<p><em class="example"> If you wish to add the recipient name to the salutation, just place the mouse cursor at the point where you want the variable to be added, then select an appropriate tag from the drop-down list and click the <b>Add to Letter Body</b>. In our case it will be: <b>FirstName</b> and <b>LastName</b> as we send our letter to <b>Persons</b>. As a result you will see the following line:
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Dear $(Person.First Name) $(Person.Last Name),</em></p>
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<p>The necessary data will be automatically taken from your CRM <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-guides-crm-keep-contacts-up-to-date.aspx")%>">customer database</a>.</p>
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</div>
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<div class="screen_block">
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<img alt="How to organize mass mailing? Step 4" target="img5_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide48/step4_1.png")%>" />
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<img alt="How to organize mass mailing? Step 4" id="img5_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide48/step4_1.png")%>" />
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<div target="img5_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>You can also attach a certain file to your message. Click the <b>Show file attachment panel</b> link below the <b>Letter Body</b> field and using the <b>Attach File</b> button browse your hard disk drive for the necessary file.</p>
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<p>Check the <b>Store this message in History</b> box to add the corresponding event to the interaction history of each contact in the mailing list.</p>
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</div>
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</div>
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<h2 id="step5"><span class="style_step">Step 5.</span> Preview and start mailing</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>To preview the result click the <b>Next (to preview)</b> button below the the <b>Letter Body</b> field.</p>
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<div class="notehelp">
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The <b>"Powered by ONLYOFFICE.com"</b> text watermark will be added to your letter.
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</div>
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</div>
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<div class="screen_block">
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<img alt="How to organize mass mailing? Step 5" target="img6_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide48/step5.png")%>" />
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<img alt="How to organize mass mailing? Step 5" id="img6_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide48/step5.png")%>" />
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<div target="img6_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>If you are satisfied with the result click the <b>Send</b> button to start mailing.</p>
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</div>
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</div>
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</div> |