Send an ad-hoc email to one or a few members

Modified on Tue, 12 May, 2020 at 11:39 AM

Quick Guide:

1.  Send a Message - Under Communications select Send Message

2.  Select the Member by typing the member's name or number in the Add Member area 
    (You can add more than one member)

3.  Type in the from address and Subject

4.  Type the email using the Insert Fields where necessary for basic fields like First Name, Last Name Member # etc.

5.  Add Attachments/Change Document Templates if required

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

Step by Step Guide:

1.  Select Send Message under Communications

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.

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.

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