How do I send an email?¶

You will go to the people record, tag, search builder query or Involvement, then proceed to the blue toolbar. There you will click on the Envelope icon and choose the appropriate option (Individuals, All Current Members, etc).

What will I see when I send an email?¶

When you select any of the Email options from the Toolbar, you will be taken to the Email Template page. It will look similar to this:

Note

Emails built with the Mobile Responsive builder will have this symbol next to the template or draft name:

If that symbol isn’t present, the email was created by the HTML builder.

You will only have templates available based on your roles and the roles assigned to the templates. Depending on whether the template was created with the HTML builder or the Mobile Responsive builder, the process to update the template will differ. Please read the following two articles for more details on these:

You also have the options to Save As Draft or Send Test Email (to me), and if you have experienced an internet failure, you can click Recover to have your previous text restored.

Emails you send will be visible in your People Record > Communications > Sent. There you will be able to see the date sent, how many recipients there were, and the subject of the email. Clicking on the subject will take you to an email details page, where you can see the recipient list and whether they opened the email (depending on if {track} was used properly). There is a tab for Failed emails also. Clicking on Convert to Search Builder will take you to a search list so you can get more information on those that didn’t receive the email.

Added article links, added caution about saving work