The Goal: Send a single email to every contact (all individuals) associated with an organization in one action.
Before You Begin:
- You need staff access with permission to send communications.
- Open the organization record whose individuals you want to email.
Microlearning Overview
[Video TBD]
Step-by-Step Instructions
For the desired organization, click the Individuals tab.
- Check the box in the far left side for each individual you would like to send an email to.
- Click the Send Email button.
Common Pitfalls
- Forgetting to select recipients: If no checkboxes are selected, the Send Email action has no recipients. Select every individual you want to reach before clicking Send Email.