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1. Navigate to “Email > Send an Email”.

2. Sender: Select the Sender from the dropdown. The options will always include the logged in user, and their roles, but you may also be able to send emails from the club or any other role if you have the correct Entitlements. You can also use the text box to adjust the name/ Role that will be shown as the sender.

   

3. From: This will display the name and email that the email is being sent from.

4. Reply-To: This will display the name and email that users will respond to if they reply to the email.

5. To: Enter who to send the email to. This can be a mixture of Member Lists, specific users, or email addresses. Only users who have opted to receive emails of the Message Category in step 7 will be sent the email. More information about Member Lists can be found here: Member Lists

6. Advanced Options: Check the box for which Advanced Options you wish to set.

   

   1. Cc: Anyone entered here will get a copy of every email sent. Be careful using this, as including them in the “To” field may be better suited.

   2. Bcc: Anyone entered here will get a copy of every email sent, but without the recipient being aware. Be careful using this, as including them in the “To” field may be better suited.

   3. Exclude Recipients: Enter any users, emails, or Member Lists that you do not wish to receive the email.

7. Category: Select the Message Category this email will be sent under. Learn more about Message Categories in this guide: Message Categories

   

8. Recipients: Based on the “To” and “Category” fields, this will provide a list of recipients who are in the “To” field and have consented to receive the chosen Message Category (where appropriate).

9. Users with no email address: Similar to the “Recipients” button, but will show a list of users in the “To” field who do not have an email address, so will not receive the email.

10. Subject: Write in the Subject line for the email.

11. Attachments: Click the green “Add” button to upload a file to send with the email. Repeat for each Attachment.

12. Email Body:

    

    1. Insert Field: Fields allow you to write a generic email that will then be tweaked slightly for each recipient. In the example above, {{Member.Forename}} has been used. This means that each recipient will get “Dear their name” at the beginning of the email, rather than a generic “Dear member”. There are varying fields to choose from depending on the roles you hold within myClubhouse.

    2. Insert Partial: Select a Partial to include in the email. Partials allow you to add pre-written sections to your email. Learn about Partials in this guide: Email Partials

    3. HTML: Click this button to enter HTML mode, where you will see the HTML for any existing content in the email. You can also write using HTML mark up in this mode. You can find an introduction to HTML here: https://www.w3schools.com/html/

    4. Format: Click this button to change to a preset text sizes, for things like titles and subtitles, as well as bits of text you want to stand out such as quotes or code. Highlight text and select the Format type, or select the Format type and start typing.

    5. Style: Click this button to change to a preset text style. This can be used when you want something to stand out from other normal text such as for code. Subscript and superscript are also kept here. Highlight text and select the Style, or select the Style and start typing.

    6. Bold: Toggle Bold on and off.

    7. Italics: Toggle Italics on and off.

    8. Strikethrough: Toggle Strikethrough on and off. Strikethrough will be a single line through the middle of the text, like this.

    9. Lists: Choose between an ordered (numbered) list, or an unordered list (bullet points). If selecting an existing list, you can also choose to indent or outdent highlighted parts of a list from this menu.

    10. Image: Click to add an image into the block/column. Either upload a new image or select one already uploaded

    11. Table: Use this menu to insert a table, as well as access all the table-related options to edit existing tables. Read more about tables in this guide here: CMS Tables

    12. Link: Click to add, edit, or remove a link from text. You can enter the URL of where you want the link to go, change the text that is displayed for the link, and choose if the link opens in a new tab, or in the current tab.

    13. Align: Choose how to align the text: Left, Right, Centre, or Justified.

    14. Text Colour: Set the text colour. You can also highlight text here too.

    15. Size: Set the text size.

    16. Line Height: Set the line height here.

    17. Fullscreen: Click to enter full screen mode, to open the block/column into a full screen view for easier editing. Click the button again to exit full screen mode.

    18. Apply Template/ Create Template: Email Templates allow you to save emails in order to send them again easily. Learn about Email Templates in this guide: Email Templates

13. Send: Once happy with the email, click “Send” to send the email.

    

14. You will get a notification when the email has been sent to all recipients.

    

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