Learn how to email customers using a template.

1. Go to the Email page, then click New.
2. Select a template from the dropdown menu.
   The fields are filled in automatically based on the template you selected.
3. Edit any of the fields if needed. When you are done, click Next.
4. Select the customers you want to email. When you are finished, click Next.
   • To manually add customers, select the box next to each customer name in the list, then click the plus (+) icon to add the selected customers to the recipients list. You can filter out customers by clicking the Filters button. If you selected a Sovos template, the list of customers will be automatically filtered based on the template's criteria.
   • To upload a list of customers, click Upload then select the CSV file that contains the customer numbers. The maximum number of customers you can upload this way is 1000.
   Note: If you have multiple pages of customers, selecting all will select all the customers on the current page only.
5. To test the email before you send it, click Test and enter the email addresses for the test email, then click Send.
   Note:

   Links to the Bulk PDF Upload Tool or Exemption Wizard sent in test emails are placeholders and are not linked to these tools. You can read moreabout these tools in this article.

6. If the email looks good, click Send.