List Emails allow you to send one message to a group of customers at the same time. You can use this for customer updates, promotions, announcements, or other bulk communication.
List Emails are based on Customer List Views, so the list view you choose determines who receives the email.
ℹ️ If you do not see the List Emails tab in your Pavilion account, please contact Pavilion Support so the feature can be activated for your organization.
Access list email tools
List Emails, Email Templates, and Enhanced Letterheads are accessed from the App Launcher.
Click the App Launcher icon in the top-left corner.
Search for the tool you want to open:
List Emails
Email Templates
Enhanced Letterheads
Select the tool from the search results.
Understand email templates
Email Templates are reusable email drafts that can be used for List Emails or individual messages.
Templates can include:
Standard message content
Your company logo
Personalized fields, such as customer name or customer balance
Branding from an Enhanced Letterhead
Pavilion includes default templates that you can edit, or you can create new templates from the Email Templates tab.
Open Email Templates from the App Launcher.
Review the existing templates.
To create a new template, click New Email Template.
Complete the template details.
Save the template.
Understand enhanced letterheads
Enhanced Letterheads control the header and footer design used in email templates.
Letterheads usually include:
Your logo
Store or company contact information
Standard footer content
An unsubscribe link
The default Pavilion letterhead is already available in your account and is recommended for most outgoing messages.
Open Enhanced Letterheads from the App Launcher.
Review the available letterheads.
Open the letterhead if you need to review the design.
Use the default Pavilion letterhead unless your organization has a custom version.
Prepare the customer list
List Emails are sent to customers in a selected Customer List View. The list view controls who receives the message.
Open the Customers tab.
Select the list view you want to use.
Confirm the list includes the correct recipients.
Adjust filters if needed before sending the email.
ℹ️ You can also create your own custom List Views to target specific groups of customers. For more information, see our Help Center article Working with List Views.
Send a list email
Open List Emails from the App Launcher.
Start a new list email.
In the Recipients field, select the Customer List View you want to email.
Enter the subject line.
Add your message content.
Insert an email template if needed.
Review the message.
Click Send.
Send a list email from the Customers tab
You can also start a List Email directly from the Customers tab.
Open the Customers tab.
Select the customer list view you want to use.
Select the customer records you want to email.
Click Send Email.
Review the recipients, subject, and message.
Click Send.
Deliverability requirements
Before sending your first List Email, your email domain must be configured with SPF and DKIM records. This allows Pavilion to send email on your organization’s behalf and helps prevent messages from being filtered as spam.
After setup, it can take up to 48 hours for the configuration to fully update.
If you need help confirming SPF or DKIM setup, contact Pavilion Support.