Hello, I would like to send a one time mass email when needed. This will be to let customers know a storm is coming and to check their generator beforehand. I know which customers are needing to be emailed based on a custom field on their customer record. What would be the best way to do this?

Bulk merge to a group seems like the route I'd take.

This is what I was also thinking. Keeping the group up to date, can a workflow be made to maintain this?

How do you mean? Maintain what?

The group. Customers will be added and taken away from storm alert notifications, I don't want to have to manually add or remove customers each time.

So, for example, you have a group of 100 customers that have a "send storm email" checkbox on their customer record checked. You want to send a one-time email to them, but then have that box unchecked after sending, right? What triggers a customer getting the box checked initially (or "re-checked" for potential future emails)?

No, the box would remain checked as it also sends them annual service notifications via workflow (Enrolled in notifications checkbox). But more customers are added when they are onboarded, or removed when they request not to receive emails.

It sounds like you could certainly use that checkbox to determine the list for the one-time emails, but I'm still not understanding how and when you would be able to add/remove customers if not manually and/or what's driving the need to remove them if not a manual (one-off) triggger.

My suggestion would be to write a map reduce the script and get all checkbook checked customers and send the email to every customer and then send notification to the administrator once the process is completed