| 6 | | * Click Mailings -> New Mailing |
| 7 | | * Give the mailing a name. This will not be visible to the members, but will be visible to CiviCRM users |
| 8 | | * Choose at least one Group to send the email to. Your primary options are: |
| 9 | | * Member Contacts: Billing - all control panel contacts that receive membership dues invoices (relatively small group) |
| 10 | | * Member Contacts: Tech - all control panel contacts that are labelled as a tech contact (relatively small group) |
| 11 | | * Member Contacts: General - all control panel contacts, regardless of their label (a little bigger) |
| 12 | | * Member Contacts: User - all email addresses associated with a membership in the database (very big list) |
| 13 | | * Member Contacts: ALL - the combination of all the member contacts (the biggest list) |
| 14 | | * Click Next |
| 15 | | * Privacy page: I suggest disabling all tracking since it can conflict with our privacy focus |
| 16 | | * Compose the message subject and body. Only fill out the HTML Format body (the text body will be auto-generated). |
| 17 | | * Include the default Mailing Footer, which contains opt out links |
| 18 | | * Next page: send yourself a test message and read it carefuly for mistakes |
| 19 | | * Next page: send immediately (it will go out with 5 - 10 minutes) |
| | 6 | When sending email, please choose among the following groups |
| | 8 | * '''Outreach: Leadership Committee''': Please include the LC on all email messages sent. |
| | 9 | * '''Outreach: Media''': For sending press releases |
| | 10 | * '''Outreach: Friends''': This is a group of people who have volunteered to get more information about MF/PL. They may or may not be members. If an email is specifically for members, don't include them. It's for something bigger than MF/PL, then include this group |
| | 11 | * '''Outreach: Full Members List''': The lists of all email addresses conceivable associated with an MF/PL member - designated contacts, user accounts etc. Use this list sparingly (for membership meeting announcements, major political developments, surveys, etc) |
| | 12 | * '''Outreach: Member contacts''': The list of designated contacts for all members. This list should be used for routine announcements. |
