You can also mass communicate with a group of people using Groups and Lists and using the Mass Communication feature in the Community module under the People section.

How to Send an Email

Step 1: In your Dashboard, select the Community module in the dropdown menu.

Step 2: Select People in the side menu.

Step 3: Search for the person, and select their name to go to their Community Profile. 

Step 4: Select Communication in the side menu.  

Step 5: To send an e-mail, select New Email

This email will be sent directly to the email address listed on the person's Community Profile.  

Step 6: Create an email Template to send the same e-mail to multiple people, or save for future use.

Click, Load Template and then Add New. Create your email Template. 

You can also insert an HTML e-mail template from a third party e-mail marketing software such as MailChimp. 

How to Send an SMS

Step 1: In your Dashboard, select the Community module in the dropdown menu.

Step 2: Select People in the side menu.

Step 3: Search for the person, and select their name to go to their Community Profile. 

Step 4: Select Communication in the side menu.  

Step 5: To send a SMS , select Switch to SMS and New SMS

Step 6: Create your Subject and write out your email, or Load Template.
Select Send.

Step 7: After you send the SMS, it will show in their Communication tab.
This is helpful to know when the person was last contacted and what it was about.

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