Add Recipients to an E-Mail

You can automatically add prospects and/or their contacts whose email addresses are in AdmissionsPlus, or you can manually add email addresses.

Automatically Add Recipients

You can gather the contact information of all or individual prospects, prospects from a view, or prospects who haven't been contacted in a set number of days. Then, you can choose to add the selected prospects, their contacts, or both to the recipients list.

  1. On the left navigation menu, click E-Mail.
  2. Click To, Cc, or Bcc to add recipients to that field.

    Recipients in the To field are hidden from each other. Copied recipients are visible to all recipients. Blind-copied recipients are hidden from all recipients.


  3. Click Add Recipients > Prospect/Contacts .

    The Which Prospects dialog box opens.

  4. Refer to the following table to begin choosing your recipients:

    To

    Click

    And Then

    E-mail all prospects and/or their contacts

    All Prospects

    See Step 5.

    E-mail individual prospects and/or their contacts

    Individual Prospects

    Select the prospects you want to email or whose contacts you want to email.

    You can search for a prospect by typing their name in the search bar or by clicking the first letter of their last name.

    E-mail prospects from a particular view of the Prospects tab and/or their contacts

    Select from view

    In the View drop-down list, select a view. Do one of the following:

    • Click All prospects from the view.
    • Click Individual prospects from the view, and then select the prospects you want to email or whose contacts you want to email.

    Tip: You can search for a prospect by typing their name in the search bar or by clicking the first letter of their last name.

    Email prospects who don't have a record in their Communication Log of being contacted within a set number of days and/or email their contacts.

    The number of days since the last contact is set in the Contact Reminder chart on the Dashboard.

    Select from contact reminder

    Select the prospects you want to email or whose contacts you want to email.

    You can search for a prospect by typing their name in the search bar or by clicking the first letter of their last name.

  5. At the top of the Which Prospects dialog box, click Next.

    The Who should receive this e-mail dialog box opens.

  6. Refer to the following figure and table to finish choosing your recipients:


    Choose who should receive the email
    A

    Send the email to the selected prospects, the prospects' contacts, or both. If you choose to email the prospects' contacts, options B, C, and D appear.

    B

    Send the email to only contacts who are in the prospect's household, only contacts who are not in the prospect's household, or to both contacts within and outside the prospect's household.

    C

    Send the email to all contacts, only primary contacts, contacts with the chosen relationship to the prospect, or contacts who match the chosen local field.

    D

    Send the email to the contact's primary email address, alternate email address, or both.

  7. Click Save
  8. To add more recipients, repeat steps 2-7.

Manually Add Recipients

  1. On the left navigation menu, click E-Mail.
  2. Click To, Cc, or Bcc to add recipients to that field.

    Recipients in the To field are hidden from each other. Copied recipients are visible to all recipients. Blind-copied recipients are hidden from all recipients.<./p>

  3. In the Add Recipients drop-down list, click Manual Entry.

    The Enter Recipient Details dialog box opens.


  4. Type the recipient's Name, E-Mail, and, optionally, their Alternate E-Mail.

  5. Click Save.

  6. To add more recipients, repeat steps 2-5.

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