Send an Email to a Board in Boards and Committees

This article will show you how to send an email to a board through the Boards and Committees module.

Important Note

Before you can send a message, you must ensure that you have set up an email template that you wish to use.

Instructions

1. Sign in to your solution if you have not already
2. Navigate to the User Menu, then select the Boards and Committees option
   
3. Select the Boards tab
   
4. Select the desired board
   
5. Navigate to the Actions dropdown menu, then select the Send Email option
   
6. Fill out the Send Email fields
   
   
   • To (required): Auto-populates with current board members, but individuals can be added or removed as needed
   • CC (Carbon Copy): Input email addresses that will be carbon copied on this message
   • Email Subject (required): Add an email subject
   • Merge Tags: Select tags from the drop-down
   • Templates (required): Select an email template from the drop-down
     
     Note: Email templates must be set up before a template can be selected.
   • Email Body (required): Enter the email message
     
     Note: Format the look of your email using the paragraph and text formatting tools above the text box.
7. Click the Send button
   
   
   Note: You can click the Send Me a Test Email button to prompt the system to send a test email to your email address.
8. The email has been sent

Resources

• Set Up an Email Template in Boards and Committees