This article walks through sending an email message from the Communication module.

Access the Communication Module

1. From the left navigation menu, select Communication.
2. The Messages list opens. From here, you can search existing messages, filter by All, Sent, Received, Scheduled, or Drafts, and start a new message.

Start a New Email Message

1. From the Messages list, select New Message.
2. Choose Email.
3. Select Next to continue.

Select Recipients

1. Under Who do you want to send it to?, select a recipient type:
   • Family: send to entire families.
   • Member: send to individual members.
   • Member Workgroup: send to a saved group of members.
   • Family Workgroup: send to a saved group of families.
2. In the list that opens, use the search field to find a recipient, or scroll to browse.
3. Select the checkbox next to each recipient to add.
4. Select Done.
   • Selected recipients appear as removable chips. Select the x on a chip to remove that recipient.
5. Select Next to continue.

Compose the Email

1. Enter a Sender Name. This name appears as the message sender to recipients.
2. Confirm or select the Reply-To Email address recipients will use when replying.
3. Enter a Subject for the message.
4. Enter your message text in the Message field. Use the formatting toolbar to bold, italicize, or underline text, create lists, insert links, or add attachments and images.
   • The paperclip icon adds a file attachment.
   • The image icon inserts an inline image.
5. Select Next to continue.

Preview and Send the Email

1. Review the Message Title, Recipients, and message preview for accuracy.
2. Select Send to send the message immediately, or select Schedule to send it at a later date and time.

Confirm the Message Was Sent

After you select Send, a confirmation appears, and you're returned to the Messages list. The new message appears at the top of the list, tagged Email, with a Preparing status label while it's being delivered.

Updated September 04, 2026 02:33