PSFS Family Directory - Member List: How to send birthday emails

How to send birthday emails

PSFS_FD_ML.png

  1. Go to Family Directory
  2. Click Member list
  3. Select the Filter Icon (the gray funnel)
    Filter_frm_Member_List.png
  4. Click Advanced Options
  5. Select Member Status Active (this will avoid getting deceased members)
  6. Select with E-mail
  7. Select the Birth Month 
  8. Click Apply
    PSFS_FILTER_ADV-Options.png
  9. Choose the send email icon (envelope with pencil) to send email to selected people. 
    Member_List_filter_for_email.png
  10. Select the link for Load from Grid
    • Which will load the filtered members as shown below
    • Click on the type of email to send (Web-Based or Outlook)
    • Click on BCC
      • This will enter the emails as a blind copy to all recipients. 
    • Compose your email or paste a saved message into the email field. 
        View_Reports_Load-From-Grid.png
    • Here's an example of the web-based email. Outlook will simply open your outlook application.
      Wb-Based-email.png

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