- Help Center
- Portal 2.0
- Communications
-
Getting Started with CountingWorks PRO
-
CountingWorks PRO 3.0
-
Portal 2.0
-
CountingWorks Learning Center
-
Green Portal
- Automated Newsletter
- eSign
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Domains
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Security
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Greetings
- Portal Client View
-
TaxBuzz / CountingWorks
-
Rackspace Email Set Up
-
General
-
ADP
How do I send my newsletter to an individual client(s)?
If you've recently added a new client and you wish to send that client your monthly newsletter individually, follow the steps below:
-
Navigate to Communication > Newsletters
-
Find the newsletter you wish to send to the individual and click on the Send to select clients button:
3. Be sure to remove the All Subscribers list from the send to field and begin typing in the client's name or email address:
4. Once you've added the individual you'd like to send to, click on the Send button: