This video shows how to use the email tool to send emails to members and a create template. (Duration 2:19)


 


Sending a Mass Email

This article discusses how to send a mass email from the Email area and from the Access Group Manager.


Required Access:

You will need the Email Administrator or Administrator access level. 


Where to go:

  • From the Member Portal, go to Admin > Member Management 
  • Select Email


Steps to send a mass email from the Email area: 

  1. From here, select which group of users you'd like to send an email to either from the Groupshare dropdown, Access Group dropdown, or the Individual Recipients dropdown. You may select more than one by clicking into the dropdown again and making another selection.
  2. If you would like to send a message to certain statuses, you can use access groups. There are a few already created by the system such as All Members, All Active Members, All Sustainer Members or All Emeritus & Sustainer Emeritus Members. If you need to create a custom one, see Creating Access Groups
  3. Below What Type of Message Would You Like to Send, choose Email.
  4. Click Continue.

  5. Choose from the list of names which users you would like to email by checking the box next to their name
  6. Click Continue

  7. The next page is where you can compose the email message.
  8. You have the option to send a copy of the email by setting Send Yourself a Copy of This Email dropdown to Yes.
  9. You can also choose the template you would like to use under the Template dropdown.
  10. Set the sender name in the From field and the sender email in the From Email field.
  11. Enter a subject in the Email Subject field.
  12. Write the email you'd like to send in the Email Body and use the text editor formatting options if needed.
  13. Upload any files in the Attachments section.
  14. When you're ready, click Send Email

Other Options:

  • Edit Signature allows you to format a signature for the email body.
  • Test Email sends a copy or preview of the email before sending it
  • Save Draft lets you save a copy of the email

Steps to send a mass email from the Access Group Manager:

  1. Go to Admin, then Member Management tab
  2. Click Access Groups Manager
  3. Choose which access group you would like to email
  4. Click the Email button in the Actions column
  5. Choose from the list of names which users you would like to email by checking the box next to their name.
  6. Click Continue
  7. Write the email you'd like to send
  8. Click Send Email
Using Email Templates

This article discusses how to create an email template


Required Access:

You will need the Email Administrator or Administrator access level. 


Where to go:

  • Navigate to Admin > Member Management
  • Select Email

Steps to access where you create an email:

  1. From here, select which group of users or individual recipients you'd like to send an email to
  2. Click Continue


Creating an Email Template

  1. Once in the area where you create the email, you'll see a dropdown that says Template. From here you can select any pre-saved email templates that have been created by you or other Admins. You have the ability to create personal templates, as well as templates that other admins can use called public templates.
  2. After creating your email, if you would like to save it as a template, click into the Template dropdown and click Save As


From here, you'll select if you are saving this template as a personal or public template for other admins in your area to use