Email Members Shortcut

Manual for Email Members Shortcut

Navigation / Location:

Found in the Overview Shortcuts Panel for Local Users

Access / Permissions:

Local Read-Write and Read-Only groupable|m2 Users

User Guide (Scribes, Videos):

Field Descriptions:

Recipient Types:

• Recipient Types vary based on your organization. 
• To be included in a Recipient Type, individuals must have an "Active" status (excluding "Single Member") and a Valid Email
• Recipient Types/Statuses are based on having qualifying Timeline events on a member record.  
• To update a Type and Status, a local Secretary or the Parent Group must add timeline events to a member record.

Example Recipient Types and characteristics:

1. Single Member: Search for any individual in your local by name or member number (any Recipient Type, all Active or Inactive Statuses)
   1. Search: type 3 or more characters of the name; search by member number; Search Results will display the following format: Member Name (Member Number) - Local Name (Member Status)
2. Master Mason/Full Members: Selects all active full members in your local.
3. Master Mason Petitioner/Raised Master Mason:  Petition Read & Petition Cleared Members in your Local ( Jurisdiction Dependent) - not yet full active members. May still require Elected Event or Signed Bylaws Event.
4. Fellowcraft: Selects all members with the status of Active Fellowcraft in your local.
5. Entered Apprentice:  Selects all  members with the status of Active Entered Apprentice in your local.
6. Candidate: Selects all members with the status of Active Candidate in your local.
7. Widow: Selects all Active Widows in your local.
8. Honorary: Selects all Active Honorary Type members in your local.
9. Contact: Selects all non-member Active Contacts in your local.
    

Output Settings:

1. Exclude Members With No Solicitations: References Member's Communication Preference: "No Solicitations" - only emails members with "No Solicitations" = "No"
2. Only Members With No Solicitations: References Member's Communication Preference: "No Solicitations" - only emails members with "No Solicitations" = "Yes"
3. Transactional Communication: Only use for communications that are of a legal or transactional nature, such as receipts, or notifications of membership status. This will produce output for all members regardless of their preferences. Abusing this is a violation of the service agreement.

Compose Email:

1. Sender Email - use the valid email address for the actual or "on behalf of" sender
2. Sender Name - use the full name for the actual or "on behalf of" sender
3. Subject - Email Subject Line
4. Rich Text Formatting (RTF) - format the body of the email with RTF and hyperlinks
5. Email Body - add the content of your email
6. Email Attachments - attach one or more files as needed
7. Send Button - click to send to Recipients

Notes:

• This pop-up is for quick messages sent to specific groups of people based on their Local Status.  The Advanced Audience Builder is where to build out and email/export more nuanced audiences.