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.
Related Articles: