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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