Message people you picked from the People list
Tick some people on the People page and send them a text or email — handy for a short list like a committee.
Who does this: Office staff4 steps
- 1
Find the people
Open People and search or filter until you see the people you want.
Search or filter first. - 2
Tick them
Tick the box next to each person. "Select" at the top ticks everyone on the page.
"Select" ticks everyone on the page. - 3
Press "Message"
Press "Message" in the bar above the list. Outreach opens with "Audience: … selected donors".
"Message" takes the ticked people to Outreach. - 4
Write and send
Choose the channel, write the message, check "Before you send", tick the box and press Send.
Check who gets it, then send.
Tips
- Up to 300 ticked people go at a time.
- The "Message these … people" link above the list sends to the whole list, but only some filters come along (search, tag, the ready-made views on the left, city). Always read the "Audience:" line in Outreach before sending.
If something isn't working
"Select at least one donor".
Tick at least one person before pressing "Message".
The "Message" button isn't there.
Your login doesn't have "Send bulk texts, emails & calls". Ask an admin.
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