Emailing an Individual
- Navigate to a specific person.
- Click on that person's email address to bring up the Compose Message window.
- Write your email and click send.
Emailing a Group
- Pull up the list of people you'd like to email (by running an advanced search, searching by tag, or another method). You can also, type a name in the Bcc section and if that person is in the database and there is a match, it will pull that email address into the line.
- On the right, select "Email People."
- Compose your email and click send.
Scheduling an Email to Go Out at a Later Time/Date
- Compose your message to an individual or a group as you normally would.
- Instead of clicking "Send," click the arrow just to the right of the "Send" button and select one of the available options1 to send the message in the future. (If you'd like to see what's scheduled to be sent in the future, when it's scheduled, or remove a message before it's sent, you can access your scheduled messages within your email history.)
By default, Breeze sends all emails as bcc (blind carbon copy) messages1. This means that recipients will not be able to see who else received the message and will not be able to "reply all."
If you'd like to switch to sending messages as "to" messages so that each recipient can see all other recipients (and reply to all if desired):
- Click on the list of recipients at the top of the Compose Message window.
- Click "Bcc " and select "To" from the drop-down list.2
2 Note that "To" messages cannot be used in conjunction with mail merge fields as everyone is receiving the exact same email (not a personalized email).
Emails are one-way. Any replies will be sent back to your email client. For example: If your Breeze users has your Gmail email listed when you send out your emails in Breeze, replies will be sent back to your Gmail inbox.
Customizing Breeze Emails
Using Mail Merge
Mail merge options allow you to further personalize emails going out to an individual or a group! To use mail merge options:
- Select the three dots at the top toolbar of the composition window.
- Select the appropriate mail merge option from the dropdown labeled "Mail Merge."
The following are mail merge options available for Breeze emails:
- First Name
- Last Name
- Email Address
- Home Address
- Mobile Phone
- Home Phone
- Work Phone
- Request Volunteer Blackout Dates Link
When these options are inserted into the email, Breeze will pull the respective information from the individual's profile, allowing you to craft one email to an entire group, while still including the necessary information for each individual.
Adding an Attachment
If you'd like to add an attachment to an email, click the "add attachment" button directly under the compose field. That will open to your computer files and allow you to attach a document, pdf, image, etc.
We have a 20MB limit on total attachment size for an email. If an email excess this limit, you will be notified of that and given directions to have your emails delivered successfully!
Additional Toolbar Options
- Insert/edit Link
- Text Color
- Background Color
- Font Sizes
- Upload an Image
- Full Screen
- Align Left, Center, and Right
- Bullet List
- Numbered List
- Set as Email Signature
- View Source
- Hyperlink: used to create a link to something that you would like your recipients to connect to. Make sure to copy the URL of the page that you would like for your recipients to connect to, and paste the URL into the URL box that comes up when you add the hyperlink.
Forwarding or Re-Sending an Email
You can see the emails that you've sent in your history by going to More > History > Email.
If you need to forward an email or re-send it to a group, you can copy and paste the text in your history, or simply forward the email if you were one of the recipients from your email inbox.
If you are going to send out an email with this look regularly you may want to consider creating an email template.