Email Methods
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Email Methods

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Article Summary

There are a number of different ways to begin sending an email:

  • From a Profile Page
  • From Groups
  • From the Contact Page
  • From Reports

This article will step through each method.

1. Profile Page

Having opened the profile of a person or organisation, clicking on any active email address will take you to the email page to create an email. Active email addresses are underlined and ticked 'Active' when editing the details.

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Note:

Click here to learn more about emailing an individual.

2. Groups

Group_contact.png

Note:

Click here to learn more about emailing a group.

3. Contact Page

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Note:

Click here to go to next step.

4. Reports

You can choose to run a report to search for the contacts that you wish to email. If you wish to send an email to every active contact in your database then the criteria you need to add in the Create Criteria screen is Archived set to No.

EmailFromReport1.png

On the Generate results screen click on the Go button to Go to infoodle Contact page to email them etc.

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This will then pull all the people that you searched for in the report and add them to the Send to screen as a session list and list all the people below.

EmailFromReportSessionList.png

You are now ready to add content to you email.

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