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Enter in default email addresses for your
supporters
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Create a classification or other means to
select the desired supporters that will be email recipients
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From the Main Menu, click on Supporters
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Click on the Configure Search screen button
at the bottom of the Supporter Search screen
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Choose E-mail Address from the Other
Available Fields on the right and click on the green arrow to add
it to show on the Search screen
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Close the Configure Search screen
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Click on the Open SSE, choose Email in the
dropdown on the left
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In the Email Criteria on the right choose Is
Not Blank, click on Continue
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Click on the Mail Merge button at the bottom
of the screen
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Select a Microsoft Word Document that will
serve as the email template. If you don't have a document
then right click anywhere in the white area and select New Word
Document. Edit the document. Insert Merge fields by clicking
on the merge fields tool in the mail merge tool bar
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Click Open
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Review the Document checking for errors and cleanliness
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Click on the Merge to E-Mail tool in the mail merge tool bar
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Next you will see a screen names Merge to E-Mail with Message
options and Send records choices
-
The word EmailAddress should automatically appear in the To:
box - if it does not appear then select EmailAddress form the
dropdown list
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Type in a Subject line
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Select a Mail format - experiment with this to understand
which mail format best meets your needs
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Select to which record or records the email will be sent - All will
send to everyone you chose in the Supporter Selection Engine
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Click OK and your email messages will be sent thru your
Microsoft Outlook outbox
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You are done
