Creating an Email Job

Owned by Renaldo Figueiredo (Unlicensed)
Last updated: Jul 06, 2020 by Marleze Scheepers (Unlicensed)


Sending out an Email Job is easy! There are 5 simple steps, which are:

  1. Filter the Client grid to only show those clients who will receive the Email Job
  2. Setup the Job by clicking the Email Job icon on the toolbar
  3. Locate and select the template you wish to use
  4. Check the contents of the template and edit if required
  5. Check who you are going to send the Job to
  6. Check the Recipients
  7. Click the Send button

Watch the Video: Creating an Email Job

Watch the Video: Sending a Bulk Email Job


Step 1: Filtering the Client Grid

The first step in sending out an Email Job, is to filter the Client Grid to show only those Clients who will receive the WebForm job.
The Client grid allows you to filter the information displayed to a more useful subset. All columns in the Client grid can be filtered. Drag and drop the column title next to the filter, on top of the columns line.
Different types of filter actions are available depending upon the type of data in the column. To open the filter actions, click on the small funnel icon next to the filter field:

If filters are applied to more than one column, the result set is found by a logical AND of all filters, i.e., each filter serves to further refine the result set. The funnel icon in the column header is used to select a specific value for a filter from the available data set.
All filters can be conveniently cleared by clicking the funnel icon with a red cross as shown above.


Step 2: Setup the Email Job

Click the Email Job icon on the toolbar. The New Email Job dialog displays

Step 3: Locate and select the template you wish to use

  1. Here you can either create an email job on the fly, or you can select a stored Webform template (either Master or Practice)
  2. Click the Select Template button to select a stored Webform template
  3. Navigate to the required template using the icon to expand Template folders

  1. Select a template by clicking the blue Template link

Step 4: Check the Template

Check the contents of the template and edit if required. Check each of the Webform Job tabs (Email, Follow-up Email, Checklist, Schedule or Recipients tabs), to ensure the template includes what you want to send and who to send it to. It is suggested that you save any changes to the template before you send it to clients.

Step 5: Who to send it to?

  1. Click the Schedule tab and open the drop down option on the Contact Type field
  2. If you wish to send to more than one recipient (those who have folder access), select <All>
  3. If you wish to send to more than one recipient (those who only have Notifications enabled and No folder access), select <All Contacts>

Step 6: Check the Recipients tab

  1. If you have selected either <All> or <All Contacts> you can filter this list further, by clicking the Recipients tab, and selecting / deselecting those who you wish to send the Job to.
  2. If you only wish to send one email to each email address, click the Distinct Emails button
  3. If you only wish to send one email to each contact, click the Distinct Contacts button

Step 7: Click the Send button

  1. If the Job is scheduled to be sent straight away, and there is more than one client to receive the Email Job, Nimbus will ask if you are sure you wish to send the emails. Click the OK button to continue.
  2. Nimbus will then advise the number of emails that have been sent to the email job queue. Again, if the Job is scheduled to be sent straight away, the emails are sent immediately.
  3. If the Job is scheduled to be sent in the future, Nimbus will ask if you are sure you wish to send the emails. Click to OK button to continue.
  4. Nimbus will then advise the number of emails that have been pended to be sent in the future. Note that all emails that are sent in the future are sent at 3:00am of the morning they are scheduled.


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