This article will show you how to send an email to a board through the Boards and Committees module.
Important Notes
You must have access to the Boards and Committees module to use this feature. For more information or to enable Boards and Committees, please contact your Customer Success Manager or Account Manager.
Before you can send a message, you must ensure that you have set up an email template that you wish to use.
Instructions
Sign in to your solution if you have not already
Navigate to the User Menu, then select the Boards and Committees option:
Select the Boards tab:
Select the desired board:
Navigate to the Actions dropdown menu, then select the Send Email option:
Fill out the Send Email fields:
To (required): Auto-populates with current board members, but individuals can be added or removed as needed
Notify: Input any email addresses that you wish to be carbon copied on this message
Email Subject (required): Add an email subject
Merge Tags: Select tags from the drop-down
Templates (required): Select an email template from the drop-down
Note:
Email templates must be set up before a template can be selected.
Email Body (required): Enter the email message
Note:
You can format the look of your email using the paragraph and text formatting tools above the text box, if desired.
Click the Send button:
Notes:
You can click the Send Me a Test Email button to prompt the system to send a test email to your email address:
You can also click the red X button to exit the Send Email screen without saving your message, if needed:
The email has been sent