How to send a Basic Mass Email

All databases come standard with Basic Mass Email to send email templates to the accounts in your database. Basic Mass Email will not show statistics on your mass emailing, such as open and success rate. This function is only available in Advanced Mass Email
  1. Click Communications
  2. Click Manage Communications
  3. Select the category where you have stored the template
  4. Click the Mass Email link just below the name of the template
  5. Mark the radio button for Basic Mass Email
  6. Select your category and query name from the drop down menus
  7. Select your grouping preference; please note that even if you query does not relate to journal entries, the following options will still appear
    • Create a separate email message for each Journal Entry will send one email for each transaction in the query results (this option will not be available if the query’s Data Return Type is Accounts)
    • Combine all Journal Entries for an Account on a single email message will send one email per account
    • Combine all Journal Entries for a Household on a single email message will send one email per household
  8. Select your preference for Split Transactions and Upgraded Pledges; if your query does not include or relate to Split Transactions and Upgraded Pledges, you can leave the default option selected
    • Treat each upgrade/segment as its own transaction will recognize each upgrade or segment as a transaction
    • Roll up related upgrades/segments into one transaction will recognize the entire transaction rather than focusing on the individual upgrades or segments
  9. Select your preference for which Persona(s) email addresses should be pulled from
    • The Primary Persona only will email all of the email addresses on the Primary Persona
    • All Personas on the Account will email all of the email addresses on all of the Personas listed for an account
    • All of the Personas I select will allow you to specify which Personas should be emailed and will email all of the email addresses listed on those Personas
    • One Persona, based upon the Hierarchy I select will send to all of the email addresses on a single Persona, but you can select which Personas should be pulled from first. If you specify the Business Persona first and the Personal Persona second, the database will first look for email addresses on the Business Persona, but if a constituent does not have a Business Persona, it will look at the Personal Persona.
  10. Click Next
  11. Under the heading for Basic Options, enter the name and email address for the person who should receive replies to the email
  12. Enter an email address that should receive confirmation when the email sends
  13. If you have attachments for the email, upload those under the Attachments heading (the size limit for attachments to Basic Mass Emails is 2 MB)
  14. Click Next
  15. If you’d like to create a Mass Interaction indicating that the email was sent, mark the box for Tracking-Mass Interaction; then, enter a Contact Subject and Contact Method.
  16. If you’d like to create a Custom Account Query for those accounts in your query that do not have email addresses, mark the box for Tracking- Custom Account Query; then, select a category where the Custom Account Query should be stored and a enter a name for the query
  17. Click Next
  18. Preview the statistics for the email
  19. Click Send



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