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How to Send an Email to an Account/Member

Updated over 2 weeks ago

NOTE: Alternate email accounts receive all non-billing communications except password reset emails.

  1. From the left navigation menu, click Org Tools > Accounts or Members.

  2. Select the Account(s) or Member(s) you would like to communicate with.

    • To email members of a specific class, for example, click Customize Filters and select the desired program(s), sub program(s), and class(es).

  3. Click Communicate > Email/SMS/Push Custom Message.

  4. Check the email box.

  5. Click Create Message.

  6. If desired, click Load From Template and select the desired email template.

    • You may fill out the email information and check the Save as a Template box to create a new template from this screen.

  7. Fill out the form as desired, with a subject, additional recipients, attachments, and the message.

  8. When satisfied, click Send Message.

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