Email a Delegate

Steps to email a Delegate:

Related Help Guide Pages

• Email Templates OverviewPreview

• How To: Communications DataGridPreview

• Delegates OverviewPreview

Occasionally you may need to communicate with a Delegate outside of your standard automated emails, this could be a last-minute change to their Course or some new information that is not in a predefined Email Template.

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To set up an automated email to a Delegate check out our Workflows help guides.

Follow this page to learn the steps to send an ad-hoc email to a single Delegate or multiple Delegates.

Send an email to a Delegate

1. From the Main Navigation Menu, go to SmartGrid and select the required DataGrid (Class Delegates, Web Delegates etc)

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2. Find the Delegate(s) by applying filters and/or searching the Delegate DataGrid

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3. Check the checkboxes to select the User(s) you would like to email, this will highlight them blue

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4. Click the mass action drop-down from the top-left of your DataGrid and select the ‘Email’ option

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5. Select ‘AdHoc’ from the Creation Type drop-down

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6. Consider the email address you would like to send from and enter a ‘From Address’, this will auto populate with your main domain however, this can be amended if required, make sure you use a real email address to stop your emails from being caught by spam filters

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7. Select the email recipient from the ‘To Address Property’ option

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8. Consider what you would like to communicate to your Delegate(s) and enter the email subject, you can use the ‘Field’ drop-down to select Merge Fields to add useful information such as the name of the Course to make the email easy to identify and search for

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9. Consider what you would like to communicate to your Delegate(s) and enter the email body, you can use the ‘Field’ drop-down to select Merge Fields to add useful information
   Learn more about merge fields

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10. Select a signature to sign off your email (optional)

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11. Click ‘Send’ button to send your email

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12. View your email by opening the Communications DataGrid

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13. Right-click on the email and select ‘Preview’ to show the content of the email that you have sent

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