Emailing a Person or Group

Internal Note: If someone gets an alert when sending an email that it's been blocked for security reasons to contact Security@BreezeCHMS.com this is the reason:
1. Blocked if more than 10,000 recipients on a message
2. Blocked if more than 10,000 recipients sent to in last 24 hours.

These are both spam protections (i.e. so spammers don’t create a Breeze account to use for their own purposes; this makes it much less attractive). Best workaround would be to split their emails up into multiple chunks.
Note: Email limits are not able to be raised by Development. It is hard-coded at 10,000. This is related to our spam-checking and to SendGrid limitations. 

Email an Individual

  1. Navigate to a specific person.
  2. Click on that person's email address to bring up the Compose Message window.
  3. Write your email and click send.

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Email a Group

  1. 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.
  2. On the right, select "Email People."
  3. Compose your email and click send.
If you see an individual in this group that you don't want to include in the email, simply click on Bcc and click on the "x" at the end of their email address to remove.

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Send Emails Using To instead of Bcc

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):

  1. Click on the list of recipients at the top of the Compose Message window.
  2. Click "Bcc " and select "To" from the drop-down list.2
1 On a technical level, our bcc emails are a bit more sophisticated than traditional bcc emails in that we send out a separate email to each recipient. For example, if you send an email to a list of 30 people as bcc recipients, 30 emails will be sent, each email having one recipient in the "To" field.
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.

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Using Mail Merge in Emails

Mail merge options allow you to further personalize emails going out to an individual or a group! To use mail merge options:

  1. Select the three dots at the top toolbar of the composition window to reveal the second line of formatting. 
  2. Select Mail Merge
  3. Choose the appropriate mail merge option from the dropdown labeled "Mail Merge" that you would like to use: 

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. 

When viewing your email history, it's expected to see individual or group emails listing out the mail merge field (ex. [FIRSTNAME]) instead of seeing the recipient's name in that spot. Breeze will automagically fill in the name in the view that the recipient sees in the sent email.

Adding an Attachment to Emails

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

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  • Bold
  • Italic
  • Underline
  • Insert/edit Link
  • Text Color
  • Background Color
  • Font Sizes
  • Templates
  • 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.
See Email Advanced Troubleshooting for more tips on how to best customize an email within Breeze.

Email Signature

To create an email signature that will automatically show up on the bottom of your emails when composing a new message in Breeze:

  1. Open the email compose window by clicking to email an individual or group.
  2. Make the content of your email your signature.
  3. In the toolbar, click the "..." icon and then "More" and select "Set as Email Signature."

Once complete, when composing emails in the future you'll see your signature automatically included in the email composure box.

 

Schedule an Email to Go Out at a Later Time/Date

By default, emails will send to our queue right away to the list of recipients (It may take them a few minutes to get through the queue). If desired, you can also schedule an email to be sent at some point in the future. To do so:

  1. Compose your message to an individual or a group as you normally would.
  2. 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.

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To Edit or Delete Scheduled Emails

  1. In the top right of the screen, click the "Account Settings"(Image_2020-05-07_at_1.31.50_PM.png)
  2. Click "History" in the dropdown menu
  3. On the left-hand side choose the option of your User History that you would like to see (Email).  
  4. Select the Email you would like to view / edit / delete and click on the subject to bring up the email
  5. Click the arrow next to Change Time
  6. As you preview the messages, you can choose the option you would like:
    • Change Time
    • Send Now
    • Edit Content
    • Unschedule & Remove

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Forwarding or Re-Sending an Email

You can see the emails that you've sent in your history by going to

  1. Click the user account icon (2020-05-14_14-34-41.png)> 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. 

How to Change What Email Address Emails are Sent From

At times, you may not want an email you are sending to come from your personal email address.  There are two places where you can change the email address that is being used to send emails.  You should know, when you change the send from email address, it will change the email that is used to log into Breeze. 

To change your "send from" email address from the email compose window, follow these instructions:

  • From the Compose Message window, click on "Change" at the bottom left-hand corner.
  • Change the form by editing the Email Address.
  • Click Update.
  • After sending the email, you may want to update your User Account to the correct information, for when you login next time. 


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To change your "send from" email address from your user account, follow these instructions:

  • Navigate to the "Account Settings"(Image_2020-05-07_at_1.31.50_PM.png) on the top right.
  • Select Users Settings. 
  • Update the Email Address with what you would like to use to send emails from.
  • Click Update.

Add a Person to an Email

You can absolutely add a person (who exists already in the Breeze database, as you cannot sent emails to people outside of those in the Breeze Database) from the Compose Email window to an Email. 

  1. 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.
  2. On the right using the action panel select "Email People."
  3. Simply click on the box to the right of "BCC" and type in the name of the person you would like to add to the email.
  4. Compose your email and click send.

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Remove a Person from an Email

Ever find yourself needing to send an email to a tag a group of people and then realize, a few people on the list don't actually need to receive this email. 

  1. 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.
  2. On the right using the action panel select "Email People."
  3. In the Compose Email window, simply click on the box to the right of the "BCC" and click the "X" beside the name and email address of the people you would like to remove. 
  4. Compose your email and click send.

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Why you shouldn't copy and paste into emails

The Email and Statement Compose windows don't handle copying/pasting from other email platforms, or Word, as the formatting isn't supported by the underlying library (ie. TinyMCE). To keep the source formatting, one option you may want to try is to use COMMAND+SHIFT+V (on Mac) or CTRL+SHIFT+V (on Windows) to paste as this causes the pasted content to exclude any formatting (effectively "pasting as text").

Example: Pasting with a particular font into a compose window in Breeze will keep the source formatting rather than the destination formatting. Following the above steps will keep that from happening.

Another option is to copy the email content and paste into the free Notepad app. Then immediately copy and paste it from Notepad into Breeze. Notepad cleans all the formatting away including the hidden double spacing.

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