You can send emails to your contacts through the Contacts Module or Membership Module.
If you wish to send attachments, this can only be done through the Contacts Module.
Please Note - Emails will NOT be sent to junior contacts, their main contact will receive any emails sent.
To be able to send emails you must have full admin rights, or contacts or membership admin rights.
You can send members emails from either within their membership package or by selecting 'View All Members' in the top right-hand corner.
You need to select all the members you wish to email by ticking the check box next to their name or clicking the select all box which appears at the top next to the First Name column. This will allow you to select the email button (envelope) at the top.
When you select the email button, you will see this overlay:
Please remember to select the 'include unregistered' box to send your emails to those who haven't yet registered to the platform.
You can also see who your email is going to by clicking on the blue 'show recipients'.
Please bear in mind that this number may be lower than the number of contacts selected as this could be that the member has unsubscribed from emails, doesn't have an email address associated with their record, appears multiple times or is a Junior.
You can enter your subject and text (up to 9999 characters). The system will automatically enter the First name of the recipient on the email that they receive.
There is also various formatting option such as adding images, hyperlinks, changing font styles and adding bullet points.
Once you have finished typing your email, click 'Send'. You will see a loading sign and then be taken to a confirmation screen.
You can email members from within the Contacts Module or within the member's contact profile.
- Email through a member's contact profile
To send an email through the members' contact profile, click on the member and select the blue 'Profile Options' button and select 'Email Contact'.
This is the email overlay that will appear:
- Email through the contacts table
To send an email from within the contacts table, select the contact(s) that you wish to send an email to. Follow the same steps as sending an email from the Membership Module. This is email overlay that you will see:
Please note only one document of the size of 1MB can be attached.
Please bear in mind that this number may be lower than the number of contacts selected as this could be that the member has unsubscribed from emails, doesn't have an email address associated with their record or is a Junior.
Remember to include unregistered members by ticking the box at the top of the email overlay.
Once you have inputted your content (9999 characters), click 'Send'.
You can check the status of all outgoing emails in your Email Log.