Send an email to a group of users with bulk email management. Go to Manage > People > Bulk Email. Here, you can manage drafts and send bulk emails.
Permissions
To create a bulk email, users need the bulk email manager role.
Creating a new bulk email
To create a new bulk email, go to Manage > People > Bulk Email and select Create New Email at the top right of this page.
Step 1: Select the content (optional)
If you want to highlight or remind people how they can get involved with a specific campaign or event, this optional step allows you to add a giving or volunteering opportunity to the communication. The body of the email will direct people to sign up or make a donation, depending on the content selected.
Step 2: Choose a recipient
This step helps you select who will receive the email.
- Send to a custom field group: Custom field groups are predetermined classification groups that are created via your demographic data (or HR file). These are typically things like Department, Office location, Province, State, City, etc. If you don’t see any groups here, please talk to your Client Success Manager on how to have them added.
- Send a test email: This allows you to set up the email and choose to send it to yourself so you can see exactly how it will be sent.
- Send to all users: This option will send to all active users (ideal for communicating the big wins and exciting announcements).
Step 3: Add a message
- Add a captivating subject line and the body content of your email here. Keep your audience and the "why" behind the message in mind when writing it to ensure it's well-received and states your points clearly and concisely.
- If you’d like to add some formatting to your message, select the Enable Rich Text option. Once enabled, you can bold, add italics, underline words or sentences, and add hyperlinks if you’d like to drive traffic to a specific website or even back to content in your program (e.g., news articles, Giving or Volunteer Opportunities).
Step 4: Preview your email and send
Once you're feeling comfortable with what you have set up here, select Preview Email. This will give you one last look at the email before it's sent to the recipients of your choice.
If you're ready to send this email, select Send Email!
Feel free to go back and Make Changes, Cancel this email or Save Email to save your work as a draft.
Pro-tip:
If you’d like to send an email to a specific group of people that is not broken out by Custom Field Groups, you can create your own email list using the Email List Management tool.
Once you have created your Email list, filtered, and selected users by that particular list, scroll down to the batch updates section and select Send email to users.
From here you can move forward with creating your message as needed to this specific group as detailed above.
Editing drafts and duplicating bulk emails
To manage your drafts or sent emails, go to Manage > People > Bulk Email.
Any emails that you have sent or saved as a draft are listed. You'll have the following options:
- Edit allows you to open a draft email to edit the contents and recipients.
- Duplicate allows you to copy a drafted or sent email and repurpose it. It’s useful if you want to send similar emails to different user groups or at different times.