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Log in to your campaign site. You will be redirected to the Fundraiser Dashboard.
- Option 1: select contacts in the Contact Book tab:
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Navigate to the “Contact Book” tab
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Select the contacts to which you'd like to send an email (click here for information about the contact book and importing contacts)
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Click “Actions”, then “Send” (this will take you to the Email page)
- To add more contacts, click “Add from contact book” and select more contacts
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- Option 2: select contacts in the Email tab:
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Navigate to the "Email" tab
- Click "Add from contact book"
- In the ensuing lightbox, select the contacts to which you'd like to send an email
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- To add contacts that aren’t in your contact book, enter the contact’s email address in the “Add Friends Manually” field, and click “Add Email"
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To view which contacts are being sent to, click “Add from contact book”
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Select a template if you’d like to send a preset email, or select “none” to type your own
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Type and edit the subject line and email content
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To create a new template from the email you created (to be reused at a later time), click “Save Template”, enter Template name, and click “Save”
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Click “Send Email”
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Review your email (if you need to continue editing, select “Cancel”)
- Click “Send Emails”
