Emails can be sent from many places within the software. Any non-guest user can send emails from the system.
Top Toolbar
To send an email to an individual or group from the top toolbar, select the
Messaging button to make the dropdown appear, and choose Email.
From the People Module
To send an email from the people module, go to Contacts in the left-hand navigation menu, then select the "Actions" button dropdown menu and choose Send email.
Note: Filter the directory to the desired needs (by age, marital status, campus location, and more). After that, select the Actions dropdown menu and choose Send email.
From the Communication Module
From the top settings, select the Messaging menu, then Email.
From the Messaging Center
To review emails you've already sent or scheduled, or to start a brand new one, go to Messaging Center > Logs > Email in the left-hand navigation menu, then select + New Email.
Tip: Each time you select + New Email, the builder opens blank — even if you already have other emails scheduled to send later. To change or cancel an email you already scheduled, open it directly from the log instead of starting a new one.
From a Group
From the left navigation choose Groups, find the appropriate group, go to the Members tab, select the Actions button dropdown menu, and select Email.
Note: Group admins and users with elevated permissions can send an email to group members within the My One Church App.
From the Query Builder/Reporting Module
After running the query in the Reporting module, via Reporting > Query Builder in the left-hand navigation menu, select the Bulk Actions dropdown menu and select Email.
Note: Outgoing emails from a person will now use their nickname, if available, in the From and Reply fields.
Preparing to send a mass email
A pop up will display, like in the screenshot below, to specify who the email is from, and if the email should be sent to a person's primary email, family manager's email, or parent's email. The user must input a subject and the body of the email.
A template can also be used in the email message.
Additional recipients can be included in the email, those not generated by the Query Builder: People, or a Group added directly as a recipient. An attachment can also be enclosed in the email.
Tip: When you add a Group as a recipient, One Church Software looks up who is in the group at the moment the email actually sends — not when you added it or scheduled it. If someone joins or leaves the group before send time, that changes who receives the email.
The email can be sent to everyone now by choosing the Now button; you can also select Later and schedule the email. A text email message can also be sent.
Note: Emailing in One Church Software is limited to people who have a person profile in the system. An email by itself isn't enough, and it must be tied to an existing person record. This is why unmatched form submissions can't be emailed from the entries list until they're linked to a profile.
Two exceptions:
Event invites — these can be sent to external people (no person profile required).
Form submission notifications — the automatic notification triggered by a form submission can also go to external people, independent of a person profile.