Send a Basic Email

You can send a basic email to selected contacts in a campaign.

To send a basic email:

  1. Navigate to the campaign.
    You can search for campaigns in the Activity Zone. Alternatively, you can access campaigns that you are assigned to in the Campaigns dashpart in the Personal Zone. If the Campaigns dashpart is not displayed, click to add it.
  2. On the campaign window, click the Contacts tab.
  3. On the Contacts tab, select each contact that you want to send a communication to.
    If there are many contacts linked to the campaign, click Search Campaign to filter the list.
  4. Click Process Selection.
  5. On the Select Contacts To Process step, click Next.
  6. Select the Bulk Email option.
  7. Click Next.
  8. In the Email Composer step, enter a subject and message.
    You can use the formatting toolbar to apply formatting to the body text.
  9. Optional: To attach a document from the DMS, click .
  10. Click Next.
  11. Optional: In the Email Options step, modify any of the options, as required.
  12. Click Finish.