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Create Email Lists

  • Updated:

This article will show you how to create custom email lists. The Email Lists tool allows you to send CivicClerk emails to a group of users (e.g. Departments or Teams) in two clicks, rather than entering each address individually.

 

 

Instructions 

  1. Navigate to the User Menu > Settings
    user menu, settings
  2. Select Meetings 
    meetings button
  3. Select Email Settings
    email settings button
  4. Scroll down and select New Email List 
    new email list button
  5. Fill in New Email List fields
    new email list information fields
    • Title: Type a title for your email list
    • Recipient List: Enter the email addresses of all users who should receive group emails
  6. Select Add New Email List 
    add new email list button
  7. Select Save Changes 
    save changes button

Comments

Let us know what was helpful or not helpful about the article.

2 comments

Date Votes
  • Nichole Plowman

    Where do you go in the system to send an email to this list? Where is the option to send an email to all CivicClerk users (or a group) of users? We need to send announcements and training information to all users of the system. 

    0
  • Lindsey Harmon
    • Edited

    Hi Nichole, thank you for your questions and feedback!

     

    The email list feature is currently used to send agenda files to specific user groups. You can view instructions on how to do that in our Email Agenda Files article. In theory, you should be able to use the steps in that article to send an email to one or more email lists (including All Users) without attaching agenda files.

     

    You can also view and copy the email addresses in a manually created email list by clicking the View All link that appears in the photo for step 5 above. Alternatively, you can navigate to User Menu > Settings > User and Global Settings > Users, and then copy and paste the user information you need into Excel to isolate the desired email addresses.

     

    We have a Feature Requests section in our Help Center Community where users can post features that they would like added to the software for our development team to review. We have had similar requests for additional email functionality, so I will copy and paste your questions to one of those posts for future consideration.

    0

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