Knowledge Base

How do I do bulk e-mailings with Envision?


Answer/Resolution

Yes.  In addition to being able to e-mail an individual by clicking a button on their member record, you can also select a group of people to send e-mail to using filters provided on the reports screen.  Select "Bulk E-mail" from the list as if it were a report.  Then select filter criteria to find the members you want as recipients.

If Envision is able to determine which program, such as Outlook, is your default e-mail application, then it will open a new message with all your recipients in the To box.

If it is unable to determine what e-mail program you normally use, a box will pop-up with all recipients matching your criteria.  You can copy & paste this string of addresses into a new message that you open yourself.  For example, if you use a web-based e-mail service, such as Hotmail or Yahoo, Envision will not be able to open a new message for you.  You will need to copy and paste the addresses.

If nothing happens when you click the button for bulk e-mail and you have Outlook or Outlook Express installed, click here for instructions.

 


 

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