How to Send an Email Message

This topic shows you how to send an email message to one or more members, families, members in a workgroup, or families in a workgroup. To send an email message, you need a Web-based email client or program, such as Gmail or Hotmail, or Microsoft Outlook.


Using a Web-based Email Program

Using Outlook

Using a Web-based Email Program

  1. If you manage multiple organizations, select the desired organization from the Organization list.

  2. Do one of the following:

Use any of these methods to select your recipients:

To deselect all selected individuals, click again.

  1. Click to display the View Recipients window.

The window lists the email addresses of the recipients you selected. For example:

Only unique email addresses are included. If you select multiple recipients who have the same email address, the application selects the first individual it encounters with the duplicate email address and puts that individual in the View Recipients list.

  1. Verify that the recipients' list is correct. If necessary, do the following:

If you selected recipients from a filtered list, the Load from Grid function loads all unique email addresses from that filtered list. If you selected recipients from your entire Family List or Member List, the application loads all unique email addresses from that list.

  1. Click . Then, do the following:

Be aware that the email addresses of multiple recipients listed in the To: and  Cc: lines can be seen by all other recipients. This is typically not desirable because it makes your recipients' email addresses public. Consider using the Bcc: line to keep your recipients' email addresses private.

  1. Select the line in which you want the selected recipients' email addresses to appear:

The Send Web Based Email window is displayed. By default, the application puts your email address in the From: line as the sender and in the To: line as the first email recipient:

You can use your keyboard's Delete key to delete an email address. For example, if you do not want to receive a copy of your email message, you can delete your email address from the To: line. You can also cut or copy one or more email addresses from one line and then paste them into another line. You must use a comma to separate email addresses.

  1. Complete the fields in the email header:

  1. In the Message field, type the body content of your email message.

  2. Select one of these formats for the body content of the message.

  1. In the Password field, type the password you use to log in to your web-based email application. If you want the system to remember your password, check the Save Credentials box.

  1. To send your email message, click .

Using Microsoft Outlook

To use Outlook, you must have both Outlook and Internet Explorer installed on your computer. Your browser must be Internet Explorer and you must also enable Internet Explorer's ActiveX controls.

  1. If you manage multiple organizations, select the desired organization from the Organization list.

  2. Do one of the following:

Use any of these methods to select your recipients:

To deselect all selected individuals, click again.

  1. Click to display the View Recipients window.

The window lists the recipients you selected. For example:

Only unique email addresses are included in this list. If you have multiple recipients in a list who have the same email address, the application selects the first individual it encounters with the duplicate email address and puts that individual in the View Recipients list.

  1. Verify that the recipients' list is correct. If necessary, do the following:

  1. Click to close the window and return to the Family List or Member List page.

  2. Select the names of individuals that you want to add to the View Recipients window.

  3. Click .

The View Recipients window is re-displayed. The individuals you selected are added to the list.

If you selected recipients from a filtered list, the Load from Grid function loads all unique email addresses from that filtered list. If you selected recipients from your entire Family List or Member List, the application loads all unique email addresses from that list.

  1. Click . Then, do the following:

Be aware that the email addresses of multiple recipients listed in the To: and  Cc: lines can be seen by all other recipients. This is typically not desirable because it makes your recipients' email addresses public. Consider using the Bcc: line to keep your recipients' email addresses private.

  1. Select the line in which you want the selected recipients' email addresses to appear:

Outlook opens. By default, the application puts your email address in the To: line as the first email recipient.

  1. Complete the fields in the email header:

  1. (Optional) Type (or copy and paste) email addresses in the remaining email recipient fields.

  2. Type the subject of your email message in the Subject: line.

  3. If you have a file to attach, click . Browse to the location on your hard drive and select the file. Click to attach the file.

  1. In the Message field, type the body content of your email message:

  1. To send the email, click .

 

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