How do I use the Email builder client?

Emails can be sent from various places within the system. See this article to learn more.

When sending an email, the email builder client pop-up appears, allowing to draft the message and choose sending options.

Section 1
This section denotes who the email is from. It will default to the email address of the person who is drafting the email but that can be changed by selecting "From a specific person" or "From your organization." Or select the red "X" and choose another person within the system.

Section 2

This section indicates the recipient or recipients of the email. Select "edit" to see a sidebar display to choose between a "person" or "group" search.

Section 3

This section is where a template can be selected. An email template can be inserted into the email message once crafted after clicking on the dropdown next to "Template."

Section 4

This section is where the subject of the email message can be input.

Section 5

This section is where a test email message can be sent out to preview formatting and such.

Section 6

This section is the text editor to draft the email message.

ADDITIONAL ARTICLES

How to use the text editor when writing Emails or descriptions for Group, Events, Etc.

How to Create and Insert Email Templates?

Section 7

This section allows adding an attachment, and only allows for a single attachment.

NOTE: If there is a need to send more than one file, the recommended approach is to use the document library and include links in the email. The following file types are allowed: txt, pdf, png, jpg, doc, docx, xls, xlsx, zip

Section 8

This section is where the signature for the email message can be changed.

Section 9

This section is when the email message can be sent out: Now or Later by scheduling a specific date and time.

Emails can be sent from various places within the system. See this article to learn more.

When you choose your method of sending an email message you will encounter the Email Builder Client pop-out (see below) which allows you to draft your email and decide on other sending options.

Section 1
The first section allows you to decide who this email is from. It will default to the email address of the person who is drafting the email but you can change who the email is from by selecting the dropdown and choosing "From your organization."

Or, by selecting the red "X" and choosing another person within the system.

Section 2

This section allows you to indicate the recipient or recipients of the email.

Select the arrow to choose between a "person" or "group" search.

Section 3

Section three is the text editor that is were you draft the email or insert an email template.

ADDITIONAL ARTICLES

How to use the text editor when writing Emails or descriptions for Group, Events, Etc.

How to Create and Insert Email Templates?

Section 4

This section allows you to add attachments, up to 7mbs and only allows for a single attachment.

Select the blue "Add Attachment" link to add your attachment.

NOTE: You can only send one attachment. If you need to send more than one file, the recommended approach is to use the document library and include links in the email. The following file types are allowed: txt, pdf, png, jpg, doc, docx, xls, xlsx, zip

Section 5

Here you choose to send the email Now or Later by scheduling a specific date & time in the future to send your email.

Select the "Later" radio button > choose your date & time > select "Schedule Email."

NOTE: Feature NOT available on Standard Plan

This section also allows you to send yourself a "test email" before you send the email to the list. When sending a test email, you can specify which email it goes to. It will default to the logged-in user's email.