Send a Mass Email to Customers

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

Instructions

1. Navigate to the Reports tab

2. Navigate to User/Roster Reports > People Finder or People Finder (With Report Pickup)

   Note:

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

3. Select Filters

4. Select Fields

5. Click Refresh

6. The search results will appear

7. Select the Communicate icon (two little people)

8. Fill in the information fields

   • Sending Address: The email address the mass email will send 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 Attachment: Drag-and-drop files into the field

   • Message: Content of the email

9. Select Send