This article will show you how to send a mass email to customers.
- Navigate to the Reports tab
- Navigate to User/Roster Reports > People Finder or People Finder (With Report Pickup)
- Note: The Report Pickup option is recommended for larger data sets that take more time to process.
- Select Filters
- Select Fields
- Click Refresh
- The search results will appear
- Select the Communicate icon (two little people)
- Fill in the information 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
- Note: Opted-out users will be filtered based on communication type.
- 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
- Select Send
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