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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 > User/Roster Reports > People Finder Report
    reports_user-roster.png
  2. Select filters
    filters.png
  3. Select fields
    people_finder_filters.png
  4. Click Refresh
    refresh.png
  5. Search results will appear
    search_results.png
  6. Select the Communicate icon (two little people)
    communicate.png
  7. Fill in fields
    fill_in_fields.png
    • Sending Address: Email address the mass email will send form
    • 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
  8. Select Send
    send.png



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