Sending Emails

The Erbium platform provides the ability to send various email communications that are branded to the registration experience.  This article describes how to send email messages through the Erbium platform.

Emails can be sent to:

• individuals
• a group of selected individuals
• all records in a filtered list

Sending Email to Individuals

To send an email to an individual follow these steps:

1. Click on the action menu of an individual record.  This can be found on the right hand side of the registrant list or on the detailed record.  The action menu is identified by this symbol...
   
   
   
   
2. Select "Send Email" from the menu.
   
   
   
   
3. From the pop-up window select the desired email template.  You will see the message in the window confirms how many recipients you are about to send.
   
   
4. Click "Send Email"

Sending Emails to a Group of Selected Records

This method is great for selecting a handful of individuals.

1. Visit a list of individuals
2. Using the check boxes in the left most column select the individuals to whom you wish to send an email .  This will enable the bulk action menu bar below the filter criteria.  The menu bar will indicate how many records you have selected (in this example 2) and also provide a link in case you wish to selected all the records in the list.
   
   
3. Click on the "Send Email" icon (illustrated below) from the bulk action menu bar.
   
   
4. From the pop-up window select the desired email template.  You will see the message in the window confirms how many recipients you are about to send (in this example, 2)
   
   
   
   
5. Click "Send Email"

Sending Email to All Records in a Filtered List

This method is best for selecting everyone in a list that is filtered by some common criteria.

To send an email to members of a list follow these steps:

1. Select a list, or create a list using the filter bar, to whom you wish to send an email.
   
   
2. Select the bulk check box at the top of the left most column.  This will select ALL the records meeting the criteria of the filtered list.  There is no need to paginate.  You will see the number of records selected - in this example 4.
   
   
3. Click on the "Send Email" icon (illustrated below) from the bulk action menu bar.
   
   
   
   
4. From the pop-up window select the desired email template.  You will see the message in the window confirms how many recipients you are about to send (in this example, 4)
   
   
5. Click "Send Email"