Send a Mass Email to Customers

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This article will show you how to send a mass email to customers.

Instructions

  1. Sign in to Recreation Management

  2. Navigate to the Reports tab:Menu displaying various options with Reports highlighted for selection.

  3. Navigate to User/Roster Reports, then People Finder or People Finder (With Report Pickup):The User/Roster Reports tab expanded with the People Finder and People Finder (With Report Pickup) reports highlighted.

    Note:

    The Report Pickup option is recommended for larger data sets that take more time to process.

  4. Select Filters:The People Finder report with the Filters drop-down button highlighted and the menu expanded.

  5. Select Fields:The People Finder report with the Fields drop-down button highlighted and the menu expanded.

  6. Click Refresh:The People Finder Report screen with the Refresh button highlighted for selection.

  7. The search results will appear:The People Finder Report screen with search results displayed.

  8. Select the Communicate icon (two little people):The People Finder Report screen with the toolbar displayed and the Communicate button highlighted.

  9. Fill in the information fields:The Bulk Emailer screen with various fields, menus, and toggles displayed.

    • Sending Address: The email address the mass email will be sent from

    • Communication Type: Select the most appropriate communication type

    • Email Template: Select a template for the email

    • Recipient(s): Enter user email addresses

      Note:

      Opted-out users will be filtered based on communication type.

    • CC: Carbon-copy users to the email

    • Subject: Subject heading for the email

    • Add File(s): Drag-and-drop files you wish to attach to the email into this field

    • Message: Content of the email

  10. Select Send:The Bulk Emailer screen with the Send button highlighted for selection.