1. Click Communications
  2. Click Manage Communications
  3. Select the Category where you store the template
  4. Click the Mass Email link below the template name
  5. Select your preference for Basic or Advanced Mass Email
  6. Select your Category and Query from the drop down menus
  7. Select your Grouping, Upgraded/Split Transaction, and Personas preferences; for more information about these settings, please refer to How to send a Basic Mass Email or 
    How to send an Advanced Mass Email
  8. Click Next
  9. Below the "To whom should reply emails be sent?" heading, enter the Name and Email Address that should be reflected as the sender. You can also click the shortcut buttons below these fields to list yourself or your organization as the sender; these buttons will pull the name and email address listed on the Personas page of either your account or the organization's account.
  10. Fill in the email address for the person who should receive confirmation once the mass email has sent in the Confirmation Email Address field
  11. Select your Schedule and Attachment preferences; for more information about these settings, please refer to How to send a Basic Mass Email or How to send an Advanced Mass Email
  12. Click Next
  13. Select your Tracking preferences; for more information about these settings, please refer to How to send a Basic Mass Email or 
    How to send an Advanced Mass Email
  14. Click Next
  15. Preview the email statistics
  16. Click Run to send/schedule the email