How to send birthday emails
- Go to Family Directory
- Click Member list
- Select the Filter Icon (the gray funnel)
- Click Advanced Options
- Select Member Status Active (this will avoid getting deceased members)
- Select with E-mail
- Select the Birth Month
- Click Apply
- Choose the send email icon (envelope with pencil) to send email to selected people.
- 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.
- Here's an example of the web-based email. Outlook will simply open your outlook application.