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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Send a Mass Email to Customers

  • Updated:

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

 

 

Instructions

  1. Navigate to the Reports tab
    reports
  2.  Navigate to User/Roster Reports > People Finder or People Finder (With Report Pickup)
    people finder report
    • Note: The Report Pickup option is recommended for larger data sets that take more time to process.
  3. Select Filters
    filters
  4. Select Fields
    fields
  5. Click Refresh
    refresh
  6. The search results will appear
    view results
  7. Select the Communicate icon (two little people)
    communicate
  8. Fill in the information fields
    send email fields
    • Sending Address: The 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(s): 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
    send

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