Advance through each section in the order it is presented before moving on to the next section.

REMINDER: Review/edit Contact Preferences before sending an email from V8 Email Editor.

Click here for Contact Preferences Overview.

ACCESS

Go to Administrators Control Panel > COMMUNICATION > EMAIL > select SEND EMAIL, VIEW EMAIL DRAFTS or VIEW SENT EMAILS.

Welcome Message Template

When a new member joins your chapter, send a Welcome Message with links to your chapter site and instructions how to access.

Go to your DRAFTS folder to find a Welcome Message Template announcement. Edit as desired before sending.

It may be found in the SENT folder if not duplicated after sending. If so click REOPEN > edit as needed and Save As Draft or send to newest member.

COMPOSE

Go to Administrators Control Panel > COMMUNICATION > EMAIL > SEND EMAIL > or click COMPOSE tab in editor.

TIP: Red asterisk = required field for save as draft, send test, or send email.

SENDER

Administrator/Agent

Click Choose > select Name. If there is more than one email address, select email address.

TIP: Select @yourdomainname (for example admin@groupname.org) or @gmail email addresses for best delivery results. @aol, @outlook, or @yahoo email addresses as sender may result in poor delivery.

Member as Sender

Click Choose > select Select a Member as sender > click Select a Member > select member name. If there is more than one email address, select email address.

TIP: @aol, @outlook, or @yahoo email addresses as sender may result in poor delivery.

Spouse as Sender

Click Choose > select Select a Spouse as sender > click Select a Spouse > select spouse name. If there is more than one email address, select email address.

TIP: @aol, @outlook, or @yahoo email addresses as sender may result in poor delivery.

RECIPIENTS

NEW FEATURES

Send cc and bcc (site administrator defaults as bcc always).
Send to children, spouse/partner assistants.
View recipient names in same screen, includes spouses/partners, member/spouse assistants and children. Deselect on the fly.
Names with missing email addresses identified in red before sending.
Select event by menu in alphabetical order, or by calendar date, invitee information displayed.
Send to invitees, everyone who's invited to attend.
Send to event attendees or non-responders. Sends to members and/or spouses/partners based on individual responses.
Send to Divisions (displays only on sites with divisions).
Send to Forums, individually or all, Forum Moderators Only.
Set Contact Preferences to preferred email addresses and text cell numbers.
Send to Non-Members.

Overview for each Recipient 'select by' option follows:

TIP: Red asterisk indicates this is a required field to s ave as draft, send test, or send email.

Member Type - menus vary by site

FOR SITES WITH ONE MEMBER TYPE

RECIPIENTS > click Choose > select Member Type > select send to > select cc to .

FOR SITES WITH MULTIPLE MEMBER TYPES

RECIPIENTS > click Choose > select Member Type > select desired member type > select send to > select cc to.

OPTIONAL: Click + to view RECIPIENT names and uncheck names as needed.

TIP: Viewing Recipient names list, (S) = Spouse/Partner/Fiancé/Significant Other, (C) = Child, (MA) = Member Assistant, (SA) = Spouse/Partner Assistant. Names in red = missing email address, do not need to be unchecked to send email.

Event

RECIPIENTS > click Choose > select Event > select event using select by title or select by date > select send to > select cc to.

OPTIONAL: click + to view RECIPIENT names, uncheck names as needed.

Division - available on select sites

RECIPIENTS > click Choose > select Division > select desired divisions > choose member type(s) > select send to > select cc to.

OPTIONAL: click + to view RECIPIENT names, uncheck names as needed.

Group - menu varies by site

FORUMS

RECIPIENTS > click Choose > select Group > click Choose > click Forums > select forum type(s) (varies by site) > select desired forums > select send to > select cc to.

OPTIONAL: click + to view RECIPIENT names, uncheck names as needed.

CHAPTER OFFICERS (title varies by site)

RECIPIENTS > click Choose > select Group > click Choose > select Chapter Officers > select send to > select cc to.

OPTIONAL: click + to view RECIPIENT names, uncheck names as needed.

Directory individually

RECIPIENTS > click Choose > select Directory individually > select desired member type(s) > select send to > select cc to > click + to view RECIPIENTS list > select desired name(s).

Send to a Non-Member

RECIPIENTS > click Choose > select Send to a Non-Member > type recipient name > type email > click + add another as needed > repeat as desired.

TIP: Non-members cannot access the site and RSVP to events on the event page, therefore inserted event RSVP links result in landing on the log in screen.

SUBJECT

Enter the subject line here.

TIP: red asterisk indicates this is a required field to s ave as draft, send test, or send email.

MESSAGE

NEW FEATURES

Updated toolbar

Clear All option
File > New document to erase message and start fresh
File > Preview to view email before sending
File > Print email for easier proofing
Select fonts and sizes
Assign linked text to preferred font, font size and color
Easily center images, plus more!

Select event by title alphabetically or by calendar. Event title and invitees display.
Updated event invitation design

New default typeface, larger point size
RSVP buttons at top and bottom of invitation
Custom select event content before insert, including new CANCELLATION POLICY and UPCOMING EVENTS
Embedded videos automatically convert to linked text

New save signature module

Insert event

MESSAGE > click select an insert dropdown menu > select Event > select by title – select event title from menu > or select by date – use arrows to select month, click date > view event date, title, subtitle and invitees > select desired content > click INSERT.

TIP: Videos embedded on event page convert into link "Click here for video" when inserted into V8 email.

Insert offline event

MESSAGE > click select an insert dropdown menu > click Event > click include offline events in selection toggle switch to YES > offline events are added to – title menu with "(offline)" following event title, or on calendar with pink square behind date.

Select Event > select by title – select event title from menu > or select by date – use arrows to select month, click date > view event date, title, subtitle and invitees > select desired content > click INSERT.

TIP: Videos embedded on event page convert into link "Click here for video" when inserted into V8 email.

Insert profile update reminder

MESSAGE > click select an insert dropdown menu > select Profile Update Reminder > click INSERT.

Tool Bar

Customize content in body of the email using updated tool bar.

TIP: Hover over tool to display tool title.

Add an attachment

MESSAGE > Click SELECT FILE > locate file > click Open > file name displays > click ATTACH.

OPTIONAL: Click SELECT ADDITIONAL FILE to attach more files.

TIP: Formats accepted are Excel, Word, PowerPoint and PDF files, 5MB maximum file size.

Insert signature on file?

INSERT SIGNATURE ON FILE

MESSAGE > insert signature on file? > click toggle switch to YES > click INSERT SIGNATURE ON FILE.

EDIT/CREATE SIGNATURE

MESSAGE > insert signature on file? > click toggle switch to YES > click pencil icon (edit). > enter/edit signature > click SAVE > click CLOSE or INSERT.

TEST

NEW FEATURES

Two-step process combined with yellow SEND TEST button to differentiate from red SEND EMAIL button avoiding accidental sending.
Send test email to additional recipients – administrators, agents, members and spouses.

TEST > send test? > click toggle switch to YES > send to yourself (choose email if you have multiple email addresses) > click SEND TEST > view summary > email is saved to DRAFTS folder > go to your personal email inbox to proof.

OPTIONAL – also send to > click Choose > select Member > click Select a Member > select desired member name > click select email address > select desired email address > click SEND TEST .

TIP: Use the + icon to add another.