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Category: 

Mailing

How to Create-Delete an Email

In this tutorial, I will show you how to Create and Delete an Email in the Mailing Module.


CREATE: (0:10)


To Create an email, please follow these steps:


1. Go to the Mailing Module.


2. Click on the Plus sign in the bottom right-hand corner of the page.


In this window, you can compose an email.


  • Add an Important Alert and/or a Must-Sign request if required, by clicking on the “Important” and/or “Must Sign” buttons.

  • You can select individual recipients from the drop-down list, by clicking on the small arrow, on the far right of the window.

  • If you want to send to more than one recipient at a time, or a pre-defined group of users, click on the “To” button, here you have the option to send to multiple users by clicking the box next to their names.
    Or, you can click “select all' above the list of user names.
    Or, you can click on the drop-down list to the right of the search bar and select different groups of users.
    It is also possible to, search by the User Name.

  • Add a Subject.

  • Attach Files, Add Links, and/or Images.

  • Format the text with all the standard formatting tools.

  • Add Lists, Tables, Links, and Embedded Images.

  • If you want, you can View the email on Fullscreen.

  • Display the Code and even Add/Edit the Code if you want.
    Click on “Send” to send the email or click on “Discard” to cancel.


DELETE: (1:34)


To Delete an Email from the list:


1. Go to the Mailing Module.


2. Hoover over or click on the email you want to delete from the list.


3. Click on the trash icon next to the date.


ROLES AND PRIVILEGES: (1:46)


A user must have the correct Roles and Privileges to Create and Delete Emails.


1. Go to the Users Module.


2. Click on the Roles and Privileges button on the top right-hand side of the page.


3. Select a Role from the drop-down list.


4. Click on the Mailing Tab.


5. Check off View Mailing Module, Send Mailing, Delete Mailing.


6. Now the user will be able to Send and Delete Mailing.


Please watch the corresponding tutorials to learn more about the Roles and privileges.

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