How do I send emails?

In this article you will learn how to email individual contacts and groups within in your organisation.

Tip: We always recommend creating the email first as a template in Settings > Communication. You can learn more about email templates here.

Send an email from within the Contacts section

Steps:

  • Navigate to Home > Contacts
  • Select the contacts you wish to communicate with. You can use the side bar filters to narrow down your search.
  • Open the Communicate menu from the side bar and select Send message or content. Note that if you're on a smaller screen, you may need to click the small menu icon to toggle the side bar.
  • Choose your preferred communication methods and use the message content builder to create your message. You can also load templates you have previously prepared.
  • When selecting "Send email using:" you get the following options:
    • "To" - This sends a separate email to each individual, with absolutely no data sharing. You will be using this by default.
    • "CC" - This will send a copied message to multiple users. They will be able to see other email addresses. You cannot use placeholders here.
    • "BCC" - This will send a blind copied message to multiple users. They will not be able to see other email address. You can use placeholders here.
  • You can also schedule emails here, or change the "reply to" before sending.

Tip: If you want to send an email to all contacts within a product group, select the group from within the sidebar to filter your contact list, and then select all users from within the Contacts tab.

Screenshot_50

 

Send an email from within the Timetable/Fixtures section:

Steps:

  • Navigate to the Home > Timetable/Fixtures
  • Select the date in the calendar to view the day's timetable
  • Click anywhere in the blue information panel to view the attendees list
  • Select the attendees you wish to contact and choose to Send message or contact from the Communicate menu, within the side bar
  • Choose your preferred communication methods and use the message content builder to create your message. You can also load templates you have previously prepared.
  • When selecting "Send email using:" you get the following options:
    • "To" - This sends a separate email to each individual, with absolutely no data sharing. You will be using this by default.
    • "CC" - This will send a copied message to multiple users. They will be able to see other email addresses. You cannot use placeholders here.
    • "BCC" - This will send a blind copied message to multiple users. They will not be able to see other email address. You can use placeholders here.
  • You can also schedule emails here, or change the "reply to" before sending.

Screenshot_51

Tip: To keep track with your communication activity, you can find in your reports, navigate to Home > Reports > Communication. 

 

What are Placeholders?

Use placeholders to personalise your messages and insert data held within your system. For example, the placeholder will insert the first name of each contact based on the value in that field, as shown in your Contacts section.

You can add placeholders by either typing out the code, or by selecting the placeholder from the dropdown box and pasting it into the email.

placeholders