Create email lists to quickly send emails to a group of users.
Permissions
To create an email list, users need the bulk email manager role.
Creating an email list
Go to Manage > People > Email List Management. From here, you can Edit or Delete an existing list.
1. Add an Email List
To create a new list, select the Add an Email List tab. Give the list a unique name, using your program’s regular naming convention or something that indicates a purpose. For example, if you’re using the list for a specific campaign (e.g., Giving Tuesday – 2018) name it with that in mind so it’s easy to identify when you have multiple lists
In the larger box below, enter your list of employee IDs. You can enter them one by one, or by copying and pasting from a pre-existing list or report. IDs should be separated by commas, spaces or by new lines.
Select Next, and confirm the number of users you’ve added. From here, you can make changes or save it as is.
Note: If you have duplicates, the site will only count that HRID once.
2. Filter by Email List
Once you’ve created your email list, you’ll see a Search & Filter option when you return to the main People tab.
Locate the list you’ve created and select Apply to filter.
Using the checkbox at the top of your People list, you can select all users identified in your previously created email list.
From here, you can perform bulk actions for the users you selected, like seeding user accounts or sending a bulk email by selecting an option in the Batch Updates section on the left.
More Resources on Bulk Actions:
How to Seed User Accounts
How to use the Bulk Email functionality