Group Mail

Group Mail allows you to send any communications straight from your account to your stakeholders. This can be anything from e-newsletters, project updates, event invitations, marketing ad campaigns, etc.

The email also comes with a built-in 'unsubscribe' option that automatically allows stakeholders to opt-out of communications. At the same time, there is the ability to keep track of your RSVP in the Dashboard companion widgets.

Note: You will need a SendGrid account (3rd party customer communication platform for transactional and marketing email software) and API Key in order to use the Group Mail Functionality.

To create a Group Mail without an attachment

1. Click on + Create > Group Mail
2. Add the required field details;
   • Group Mail Title
   • Sender Name
   • Sender Email
3. Select the Contact Group or Link the Stakeholders
4. Select a template or create the email in the message box
5. Scroll down and click 'Send'

To create a Group Mail with images/links/fields attached

1. Click on + Create > Group Mail
2. Add the required field details;
   • Group Mail Title
   • Sender Name
   • Sender Email
3. Select the Contact Group or Link the Stakeholders
4. Select a template or create the email in the message box
5. Scroll down and click 'Save as Draft' this will take you to the page were you can continue to edit
6. From the 'annotations card', images and fields can be added to a Group mail via the create pop-up box.
   
7. Attachments can be added via the 'Files' card. Select 'Manage' 
   - 'Link file' will show you the files which have already been uploaded to Simply Stakeholders, select the file you want to attach
   - 'Upload Files' will open your computers folders to add a file you choose. Please note: any file uploaded this way will now be available to 'Link' to future records for all users
    
8. When you have completed the adding of field, text, image etc, select 'Send' from the 'Group Mail details' Card
    

Note: If a stakeholder does not have an email address or has unsubscribed, they will not be sent the group mail.