Communications - sending ad-hoc emails

The Communications option in the MiMembership menu is designed to send an ad-hoc message to selected members in relation to their membership. It is not an e-news marketing system.

You can send a message to individually selected members (Option 1) or multiple members from one of the repositories (Option 2).

Quick Guide - Option 1: Select Members Individually

1.  Navigate to Communications and select Send Message

2.  Type the member/s name/s or member number/s in the To: field (You can add more than one member) 

3.  Type in the From email address and Subject fields

4.  Type the body of the email. You can select the Insert Field choices to fill in key information. 

5.  Add Attachment/s (if necessary) by selecting the Attachment button then select the +Choose button to find your 
     attachment. If you want to change the email template select the Email Template button and select from the
     choices available. 

6. Preview the Document by selecting the Preview button once all fields are completed. Once you are happy with the
   email, either select Save as Draft or Send.

Additional Features:

• Add attachment
• Use previous content
• Reuse content from a previous message. Handy when you need to send the same message to additional recipients or if you send the same message on a regular basis and the content does not vary.

Step by Step Guide - Option 1: Select Members Individually

1.  Navigate to Communications and select Send Message.

2.  Type the member/s name/s or member number/s in the To: field (You can add more than one member) 

Once you select 1 or more members, you can select the blue bar to see who has been added (refer to image below). 

3.  Type in the From email address and Subject fields

4.  Type the body of the email. You can select the Insert Field choices to fill in key information. 

5. Add Attachment/s (if necessary) by selecting the Attachment button then select the +Choose button to find your attachment. If you want to change the email template select the Email Template button and select from the choices available. 

6. Preview the Document by selecting the Preview button once all fields are completed. Once you are happy with the email, either select Save as Draft or Send.

 Note: When you select Save as Draft it can be accessed  from the side menu under Communications, Draft Messages. 

Quick Guide - Option 2: Select Bulk Members from a given repository

1.  Select Repository / list from menu (e.g. financials / invoices - defaulted tab)

2.  Manually or bulk select items on the list

3.  From bulk actions drop-down, select Send Message

4.  In the Send Email Message screen, check the members email addresses

5.  Enter the Subject Line

6.  Type the email using the "insert fields" where necessary for basic fields like First Name, Last Name Member # etc. 

Note:  Repositories where documents are selected as opposed to members (invoices, statements, accounts, payment plans)  will have an additional field called 'Document Link'  where a link to the document you are emailing about can be inserted

7.  Preview the Document / Save it as Draft / Send

Additional Features:

• Add attachment
• Document Link Data Field - links to individuals document. Only available when email is initiated from a repository (e.g. Invoices, Statements, Payment Plans, Payments)
• Use previous content. Reuse content from a previous message. Handy when you need to send the same message to additional recipients, or if you send the same message on a regular basis and the content does not vary.

Related Pages:

• Email History
• Draft Emails
• Past Messages
  
• Email Requests

Step by Step Guide - Option 2: Select Bulk Members from a given repository

1.  Select a repository (refer to image below - Financials > Invoices - Defaulted tab).

2.  Manually or bulk select all items.

3.  Select the Bulk Action drop-down menu and select Send Message.

4.  In the Send Email Message screen, check the members email addresses.

5.  Enter Subject Line

6.  Type the email using the "insert fields" where necessary for basic fields like First Name, Last Name Member # etc. 

Note:  Repositories where documents are selected as opposed to members (invoices, statements, accounts, payment plans)  will have an additional field called 'Document Link'  where a link to the document you are emailing about can be inserted