Email 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.
Email a Group
- Pull up the list of people you'd like to email (by running an advanced search, searching by tag, or another method).
- On the right, select "Email People."
- Compose your email and click send.
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
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).
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
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.
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
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.