Quick Guide to Sending an Email

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Communication Basics : Quick Guide to Sending an Email

Quick Guide to Sending an Email
Send an email from the software
1.
Locate one of the screens mentioned in “Communication Basics” and click the email selection.
2.
If applicable, select Email with ChamberMaster / MemberZone.
3.
If sending from the Communication module using New Email to Multiple Members or Form Letters, you will need to select the desired recipients first.
4.
Create the email and click Send Email Now or Send Email Later*.
5.
ChamberMaster/MemberZone will send the email immediately or at the scheduled time and record it on the Communication tab of the member’s record.
Note: All emails sent from ChamberMaster/MemberZone are sent BCC to the recipients.
*Available only for those with Plus or greater edition
Send an email from your own program but through the software
1.
Locate one of the screens mentioned in “Communication Basics” that is marked with an * (asterisk) and click the email selection.
2.
Select Email with Outlook.
3.
If sending from the Communication module using New Email to Multiple Members, you will need to select the desired recipients first.
4.
Create the email using features and selections from your own email program and send the email.
5.
ChamberMaster/MemberZone will automatically record it on the Communication tab of the member’s record.
Emails sent in this manner will be sent to the -selected recipients as BCC recipients. You may add your own personal CCs or BCCs as desired. This email will be recorded on the members’ communication history. Initial replies from the recipients will also be.
Check out the reasons for sending from ChamberMaster/MemberZone vs. your own program.