General


 

Send a Mass Email to Customers

Overview

This article will show you how to send a mass email to customers.  

Instructions

  1. Navigate to Reports

    reports.jpg
  2.  User/Roster Reports > People Finder Report
    select_people_finder_report_under_user-roster_reports.jpg
  3. Select filters
    select_filters_for_people_finder_report.jpg
  4. Select fields
    select_fields_for_people_finder_report.jpg
  5. Click Refresh
    select_refresh_to_apply_filters_and_fields_to_people_finder_report.jpg
  6. Search results will appear
    view_search_results_for_the_people_finder_report.jpg
  7. Select the Communicate icon (two little people)
    select_the_communicate_icon_for_people_finder_report.jpg
  8. Fill in fields
    fill_in_emailer_fields_from_the_people_finder_report.jpg
    • Sending Address: Email address the mass email will send from
    • Communication Type: Select the most appropriate communication type
    • Email Template: Select a template for the email
    • Recipient: Enter user email addresses
    • CC: Carbon-copy users to the email
    • Subject: Subject heading for the email
    • Add Attachment: Drag-and-drop files into the field
    • Message: Content of the email
  9. Select Send
    select_send_to_email_report.jpg



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