Please take notice this article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
Navigate to Family Directory > Member list:
Select the Filter Icon (the gray funnel):
Select Member Status Active (this will avoid getting deceased members):
Click Advanced Options.
Select with E-mail.
Select the Birth Month:
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:
Updated