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Creating an email

Creating an email

The Group email functionality is located in the admin area under Group email

Creating a graphic and personalized email- Using the link above, select Group email and then choose "add" at the top of the screen. This will take you to a blank email record.

- Using the link above, select Group email and then choose "add" at the top of the screen. This will take you to a blank email record.

To create a simple email to a group of people, first create or select a group to be used to gather the people. For more detailed information on how to create and manage groups refer to the Managing Groups Section

*Note-Individual people can be excluded from Group Emails if the "Allow Group Email" option on their People record is not set.

If a person is a member of more then one group set to receive the email, they will only receive one copy of the email.

Name the record, fill in the subject line (this will be the subject line for the email), enter a valid email address, select the confirmation email from the drop down (this is the member record email where the confirmation as well as the test will be sent), and create your copy, in the "body" section using the WYSIWYG active editor. It works the same as for content.

Sending test-It is advisable to send a test before launching the email. Clicking "Send Test" will generate a sample email with the list to be mailed to the confirmation person.

-It is advisable to send a test before launching the email. Clicking "Send Test" will generate a sample email with the list to be mailed to the confirmation person.

Choosing groups-If you choose not to send to everyone but wish to specify a particular group or groups, select them by clicking the check box next to the group name.

-If you choose not to send to everyone but wish to specify a particular group or groups, select them by clicking the check box next to the group name.

Choosing Topics- You may also wish to send to all people who are associated with a particular topic, which works the same as groups. Check the box next to the topic(s) you wish to send.

- You may also wish to send to all people who are associated with a particular topic, which works the same as groups. Check the box next to the topic(s) you wish to send.

Allow authentication- (what it is, what it does)- The "Allow Link Authentication button encodes the member name and passwords, if appropriate, in a link you can create in the email body. This will enable personalization in the visit and allow members with proper group affiliation to get through path blocks, without having to log in.

- (what it is, what it does)- The "Allow Link Authentication button encodes the member name and passwords, if appropriate, in a link you can create in the email body. This will enable personalization in the visit and allow members with proper group affiliation to get through path blocks, without having to log in.

This page was last reviewed Monday, April 23, 2012

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