Emailing Groups of People in Tags

Effortlessly connect with specific groups of individuals by utilizing tags for email communication in Breeze ChMS. This article guides you through the process of emailing groups associated with tags, ensuring efficient communication within your church community. Learn how to harness the power of tags to streamline your email outreach efforts effectively. Whether you're coordinating events, sharing updates, or fostering engagement, explore this resource for practical insights and optimize your email communication strategy.

 

Email a Single Tag

Emailing everyone within a single tag in Breeze has a new guided experience. Here’s how you can do it:

  1. Click on the "Tags" tab at the top right of your screen.
  2. Navigate to the folder containing the tag and click on the tag name.
  3. Click on "Email People" on the right. You will now see a prompt saying “Looking for the new E-mail editor?”
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  4. Upon clicking the prompt, a guide will appear, directing you through the steps based on whether you’re in People Legacy or People Beta.
    1. If you are in People Beta, you’ll be guided to a filtered view of the tag for emailing.
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    2. If you’ve opted out of People Beta, the guide will direct you to re-enter Beta and then proceed to email from your tag.
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  5. After following the guided steps, compose your email and click send.

 

Email Multiple Tags

To email groups across multiple tags:

  1. Run an advanced search to pull up the list of tags you'd like to email.
  2. Click on "Tags" under the filter options on the left to expand it. Check the tags you wish to email.
  3. On the right, select "Email People."
    If you’re in People Beta, follow the guided steps to email from a filtered tag view.
    If not, you’ll be prompted to enter People Beta first.
  4. Once you've set up your email list, compose your email and click send.

Additional Step for Specific Selections: If you only need to email certain individuals from these tags, select the checkmark next to each person's profile. This narrows down your list to include only those selected.

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Important Considerations

  • Mobile Device Compatibility: The new guided email experience is not supported on mobile devices. On mobile, you can use the old basic email editor.
  • Troubleshooting Tips: If the prompt or guide doesn’t appear, try refreshing the page. If interrupted, refreshing the page should also help you resume the guided steps.
  • Ad Blockers: Users with strict ad blockers might not see the guides and prompts. Switching browsers or disabling the ad blocker temporarily can resolve this issue.
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