1. Create a
named "zbooks" to successfully execute the scheduler. You can watch the GIF attached below to know how to create the connection.
2. Add "Customer Notification" email templates tailored to specific purposes (i.e.) create templates for different occasions like Product launches, Discounts, Month-end offers, and so on. When clicking the Custom Button, you will have the option to input the name of the template to be used.
Custom Button:
Go to Settings -> Preferences -> Customers and Vendors -> Custom Buttons -> Click +New and Choose "New Custom Button". Populate the details as mentioned below:
1. Name - Give a suitable name (e.g., Send Mass emails).
2. Visibility - Select the option that aligns with your preference for granting users access to the custom button.
3. Location - Choose "List Page - Action Menu".
Once done, add the script from this
GitHub link -> Click "Edit Arguments" > Input the Param name as "Template_Name" and Param type as "String" -> Save.
Note: Input only "Template_Name" as the Param name.
Here's how to access the button:
Go to Sales -> Customers -> Click on the button "Send Mass emails" -> Input the name of the email template that should be used -> Click "Proceed". The emails will now be sent to the primary email address of your customers.