How Do I Send an Email?

Navigation: Email > Send New Email

One of the biggest benefits our software provides is allowing you to easily stay in touch with your contacts. So, in this help article, we will be guiding you on how to send an email.

Step 1: First, hover over ‘Email’ and click ‘Send New Email’.

Step 2: Next, select via the tickboxes which group(s) you would like to send your email to. Once you have selected, click ‘Next’.

Step 3: Once you have clicked ‘Next’, you will be taken to the email building screen. Here, you can write and customise your email as well as decide which contacts will receive it.

To select which contacts will or will not receive the email you simply tick or untick the tickbox next to their name. If the box is ticked they will receive it and if it is not they will not – simple.

Step 4: When you are happy with your email and the contacts it will be sent to, hover over ‘Sending options’ and click ‘Send or Schedule’.

Step 5: A textbox will then appear presenting you with several options to select from:

Option 1 - When sending this email to linked contacts who share the same email address:

Here, you can select whether to send just one email or to send one email per contact to the same address. Typically, you will send only one email.

Option 2 – Send email:

You can select whether to send the email once or on a recurring basis. If you decide to send the email recurrently, you will have the option to send it ‘Weekly’, ‘Monthly’, ‘Bi-annually’ or ‘Annually’.

Option 3 – Send:

This is where you decide if you want to send your email immediately or whether you would like to schedule it for a later time / date.

If you are scheduling your email for a later date / time, you will be presented with an interactive calendar and sliding timescale to set your date and/or time of sending.

Step 6: Once you have decided on the above options, click ‘Finish’ – your email will now be sent or scheduled for later successfully.

Alternatively, there may be times when you want to email an individual contact. To do this, follow the steps below:

Step 1: Go to the contact record of the contact you wish to email.

Step 2: Hover over ‘Member’ and select ‘Send email’ from the dropdown list.

Step 3: Once you have clicked ‘Send email’, you will be taken to the email building screen. Here, you can write and customise your email.

Step 4: When you are happy with your email and the contact it will be sent to, hover over ‘Sending options’ and click ‘Send or Schedule’.

Step 5: A textbox will then appear presenting you with two options to select from:

Option 1 – Send email:

You can select whether to send the email once or on a recurring basis. If you decide to send the email recurrently, you will have the option to send it ‘Weekly’, ‘Monthly’, ‘Bi-annually’ or ‘Annually’.

Option 2 – Send:

This is where you decide if you want to send your email immediately or whether you would like to schedule it for a later time / date.

If you are scheduling your email for a later date / time, you will be presented with an interactive calendar and sliding timescale to set your date and/or time of sending.

Step 6: Once you have decided on the above options, click ‘Finish’ – your email will now be sent or scheduled for later successfully.

Once you have followed the above instructions you will have successfully sent an email to your contact(s).