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Avalara Help Center

How Do I Send Multiple Certificate Requests at Once?

Overview

You want to send out multiple certificate requests at once.

Environment

CertCapture

Resolution

  • Use a campaign to create a mailing that sends a certificate request to multiple customers at once:
    1. In CertCapture, go to Search > Customer Search and search for customers with a particular attribute (address in a certain state, etc.) or enter the customer numbers in the search fields. 
    2. Click Perform Action On Results, and then select Start Campaign. The Prepare Customer Certificate Campaign​ page opens.
    3. Make your desired selections in the campaign settings: 
      • Delivery​​ - Choose the method, name your campaign, and select the cover letter
      • Scheduling​ - Choose when to send the campaign
      • File Content Options - Choose​ exemption reasons and additional customer attributes 
    4. Make a note of the name of your campaign, and then click Prepare Certificate Campaign. The campaign compiles for review.
  • To review the campaign and send the requests:
    1. In CertCapture, go to Requests > Campaigns, and then find your campaign listed by name. Its status is probably Processing.
    2. To review more campaign details, on the Mailout Info tab, review a summary of the campaign title, creator and mailout criteria.
    3. When the campaign is completely processed, click View to review which requests will be sent:
      • ​Requests that will be sent appear in normal text.
      • Requests for states that won't be sent appear in italics with the reason why.
    4. To send the requests, on the Send E-Mails​ tab, click Send Certificate Requests.
    5. To download requests for your reference, go to the Print tab.

For A Walk-Me that gives a step by steps instructions in CertCapture, click here

After you send a campaign, use Campaign Insights to track the progress of your requests.