Emailing a Person or Group

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    landonchapman

    Is there a way to save a draft if I need to finish composing the email at a later time?

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    Emily W.

    Hi Landon!

    Breeze technically does not have an "auto save" or "draft" feature in our email tool. One recommendation would be to compose the email and create it as an email template. until you are ready to finish it. 

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    cifwcbilling

    I'm new so I hope it is okay to say this, but my best work around so far is to copy the "source code" under the more option.  I save it in a text file and send out my email to others to proof or make changes then come back and copy my code back into the "source code" when I'm ready to make my changes and send the email.  Hope that made sense.  May be the long way around.  But I can even create code for someone else to send from their office if they need help.  It is another option.

     

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    Carol Ruckman

    Is it possible to set the default for emails with "to" messages so that each recipient can see all other recipients (and reply to all if desired). We don't sent group emails with Bcc because we want everyone to see all responses. 

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    alockwood

    I have the same question as Carol Ruckman. Can we change to a default of "To" rather than BCC?

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    Emily W.

    Hey there! 

    Within Breeze you can only change from "Bcc" to "To" each time as the default cannot be changed.

    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.
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    Jeff Thompson

    Dear Emily.

    I share the same concern as those above. I have never seen or used an email system that defaults to Bcc. While it may not be possible in Breeze for each user to have their own default, it most certainly would be possible for Breeze to default to "To". 

    Secondly, I have successfully created my own email template complete with graphic headers and signature. Why must I have to select it each time I wish to email someone?

    Thank You

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    Neil Froemming

    Our church uses Breeze to provide our members with access to directory contact information.

    We created a user with the User Name "FMW".

    Many people log in to the Breeze app on various devices, using the user name FMW, which just provides read access to contact information of members.

    Some of those people, however, find someone in the directory and then click on their email address.  Breeze won't proceed, since there is no From address in the user profile.

    It would be nice if Breeze would invoke the default e-mail client in this circumstance or allow the user go type in their user information without associating that information with the generic FMW user. 

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    Emily W.

    Hi @nfroemmi!

    Thanks for reaching out! I totally agree with you, that would be nice! One additional breezy solution I would love to share with you is allowing members to have their own username and password. You can set up their permissions to have read access only of contact information of other members. Here are some great resources that will be most helpful in setting this up:

    Allowing Members to Have an Account in Breeze

    Online Directory with Member Access

    Giving Members Access Video

    Happy Breezing! 

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    Neil Froemming

    Hi, Emily,

    Thanks. We do know how to set up individual members, but prefer to avoid the administrative workload.  Even though we only have a few hundred active members, they come and go a lot (we're in DC) and we have several thousand names in the database.

    We hope Breeze will provide a generic solution.

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    bklivengood

    Hi, I have a question about the email address mail merge field.  As part of our migration to Breeze, we had to integrate information that had been stored in multiple locations before.  So, we ended up with multiple email addresses for some people.  We would like to send an email to these people and have them tell us which email address we should use as primary.  But when I construct the email and include the email address mail merge field. Breeze sends a separate email to each address and includes only that one address in the body of the message via the mail merge field.  Is there any way for me to force Breeze to include both email addresses in the body of the email (via a mail merge field) so that the person can see the two options and tell us which is the right one to use?  Thanks!

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    Ryan C.

    @bklivengood The "Email Address" mail merge field, is set up to only add the address that is listed in the default Breeze email field from a profile. There is not a mail merge option within the email function, that will allow for custom profile field addresses to be included. We recommend to use Breeze Forms, to gather update to date contact information for your members, which will also assist in updating profile information.

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    bklivengood

    Thanks, and I did use a form for what I needed to do, but I don't think you completely understood my question.  We are using the default Breeze email address field.  It has two addresses in it, separated by a comma.  We are not using a custom profile field.  What I wanted, was for Breeze to do what I thought was the "right" thing when the email address is used in a mail merge.  I wanted to entire contents of the field, without processing.  It makes sense to me for Breeze to treat the two addresses in the one field as separate things when I email to them (2 emails to 2 different addresses), but it does not make sense to parse the email address when used as a mail merge field, instead of just spitting out the contents of the field.  Thanks.

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    Emily W.

    Hey @bklivengood!

    Thanks for reaching out! In addition to what Ryan mentioned, Breeze is only selecting the first email listed as it checks what was entered in the "Email" field against the entire email field in the profile. Breeze Forms is great for capturing this information!

    While this may not be ideal and although we can get this result eventually, (as through the Form you mentioned),  you're just bumping in to some of our limitations. This isn't comfortable for us, however, it does drive us to be better.

    Would you also consider sharing this as a feature request? If so, please check this out: breezechms.com/features

    This might be helpful: Email Nuances

    If you need any additional support, please don't hesitate to reach out. Happy to help and to serve.

    Blessings to y'all!

     

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