Send Bulk Email

  1. Click on Correspondence on Dashboard menu bar.
  2. You can choose an already saved template from the drop box.
  3. Select a recipient category from the drop box. Additional categories can be set up for you by Treshna. If the recipient list needs filtering, other drop down boxes should appear at the bottom of the screen. For testing purposes, it maybe an idea to choose the recipient of 'First Member' which you can set up as a dummy message to have your own email address.
  4. Enter From Email address. (This is your own email address)
  5. Subject of the email.
  6. Insert Field. Choose as many values as you wish such as first name, surname etc, position in the main text then click on Insert after each choice.
  7. In the large text area you can enter the text of the email or use the standard template you have chosen.
  8. Send will open all the addresses that you have selected. You can un-select all by clicking on the bottom button or individual remove ticks from members.
  9. Attachments can be added but it is not recommended that you do so for large bulk mailings as it may result in you being classified as a spammer by your internet provider and having trouble sening emails in the future.
  10. When finalised, click send.
  11. A list of recipients will open, thes 'send' checkbox can be cleared for those you do not wish to send email to. You may need to scroll the window for this checkbox to become visible.

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