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Mailing via RetailCRM \ Simla.com

1. First of all, you need to create a segment Marketing - Segments - Create a segment

RetailCRM Marketing Segments page with Create a segment button

Enter segment name and select segment type

RetailCRM new dynamic segment form with name and segment type

2. Add the desired filter group. In our case, the filter is "Customer Data".

RetailCRM segment criteria menu with Customer data selected

3. Inside the filter group, add a filter, in our case it is "Registration date".

RetailCRM customer data filter group with Add criteria button
RetailCRM criteria dialog with Registration date selected

Select a range, in our case it is from 03.04 to 04.04

RetailCRM registration date range filter and matching customer preview

4. Next, we need to send messages to clients from this segment. Go to the section "Sales" - "Customers" - "List". In the filter, select "Segment" and click "Apply". Clients will be sorted by the selected segment

RetailCRM customer list filtered by a saved segment

5. At the bottom of the page there is an "Actions" button. We need it. Select all elements on the page. The blue triangle in the table with clients is responsible for this. Then click on the "Actions" button and select "Write to WhatsApp"

RetailCRM selected customers and Actions menu with Write to WhatsApp

6. Select a template and click "Submit"