Members with Placement Matching Administrator rights have the ability to send mass emails, reminder emails, and daily summary emails.
Sending Mass Emails
This feature allows Placement Matching Administrators to send bulk emails to Members. For example, you may want to contact Members who have requested a 1:1 exploratory conversation. To configure your mass emails:
- In the Administrative Queue, filter for the Members you wish to contact
- Select the check-box next to each name you want to email. To select all, click the check-box at the top
- Click the Mass Email icon (envelope) at the top of the Administrative Queue to open the Mass Email dialogue box
- Customize the fields as you wish them to appear (including from name, email, reply email, subject, and message)
- After you customize your message, select the Test button to send a test to your Reply to email. This allows you to preview what the Member sees so you can make adjustments before you send the final email
- To send the email, click the Send button
Sending Reminder Emails
The Placement Tool will send emails to Members when they click the link to begin the placement process and will send reminders to those who have not completed at days 7, 14 and 21. The default setting for these reminder emails is "On." The Reminder Email message is set at the global level.
- To turn reminder emails off, go to Member Access Settings from the Administrative Queue
- Scroll to the Reminder Emails section and toggle the Default Reminder Email option to Off
- Scroll to the bottom of the page and hit the Save button to save your changes.
Note: Even if you turn off reminder emails, members will still receive notifications when they click the link to the tool and when they submit their placements.
Receiving Daily Summary Emails
This feature sends a daily email update to designated Members, typically the League’s Placement admins, which summarizes changes made to any placements in the Placement Tool.
- To add members to the Daily Summary Email list, select Member Access Settings from the Administrative Queue.
- Scroll to the Daily Summary Email section and enter the email address(es) of the individuals who should receive the summary.