Create & Manage Email Lists

This article will show you how to create, edit, and delete custom email lists. The Email Lists tool allows you to send emails to a group of users (such as Departments or Teams) in two clicks, rather than entering each address individually.

Create an Email List

1. Sign in to the system if you have not already

2. Navigate to the User Menu, then select the Settings option:

   

3. Click the Meetings tile:

   

4. Click the Email Settings tile under the Templates section:

   

5. Navigate to the Email Lists section:

   

6. Click the New Email List button:

   

7. Fill in the New Email List information fields:

   

   • Title (required): Enter a title for your email list (limited to 50 characters)

   • Recipient List: Enter the email addresses of all users who should receive group emails

     Note:

     Recipients do not need to be Agenda and Meeting Management Select users.

8. Click Create Email List to save the new list and return to the Email Settings page, or click Create and Add New to save the new email list and immediately begin creating a new one:

   

9. Click the Save Changes button:

   

10. The email list has been created:

    

Edit an Email List

1. Sign in to the system if you have not already

2. Navigate to the User Menu, then select the Settings option:

   

3. Click the Meetings tile:

   

4. Click the Email Settings tile under the Templates section:

   

5. Scroll to the Email Lists section:

   

6. Click the Edit button (purple pencil icon) next to the email list you wish to edit:

   

7. Update the Edit Email List information fields as desired:

   

   • Title (required): Edit the title for your email list, if desired (limited to 50 characters)

   • Recipient List: Enter the email addresses of additional users who should receive group emails into the Enter Email Address(es) field, or click the "x" icon next to an existing email address to remove it from the Recipient List, as desired

     Note:

     Recipients do not need to be Agenda and Meeting Management Select users.

8. Click the Save Changes button to save your changes:

   

9. Click the Save Changes button on the Email Settings page:

   

10. The email list has been updated:

    

Delete an Email List

1. Sign in to the system if you have not already

2. Navigate to the User Menu, then select the Settings option:

   

3. Click the Meetings tile:

   

4. Click the Email Settings tile under the Templates section:

   

5. Navigate to the Email Lists section:

   

6. Click the Delete button (red trash can icon) next to the email list you wish to delete:

   

7. Click the Delete Email List button on the Delete Email List pop-up that appears to confirm the deletion:

   

8. Click the Save Changes button:

   

9. The email list has been deleted: