To send an email, from the participant module, select the participants to whom you wish to send an email:
- Either the entire database via the checkbox at top left
- Or specific people that you tick via the checkbox in their row
Filtered view
If you are on a filtered view and you select the checkbox at the top left, only the participants concerned by the filter will be taken into account.
Then click on the top right-hand corner.
You will have 2 options here:
- Send an email: Allows you to send an email to one or more participants.
- Send an activation email: Allows you to send a password creation email (platform account activation email) to one or more participants with 1 click.
Click on ‘Send an email’ and the mailing pop-up will open. Choose the e-mail template you wish to send from the list of templates at the top left.
Then click on ‘X selected contacts’ and ‘Send’.
Send a SMS
To send an email, from the participant module, select the participants to whom you wish to send an email:- Either the entire database via the checkbox at top left
- Or specific people that you tick via the checkbox in their row
Filtered view
If you are on a filtered view and you select the checkbox at the top left, only the participants concerned by the filter will be taken into account.
Then click on the top right-hand corner.
Click on ‘Send an SMS’ and the SMS pop-up will open. From the SMS templates at the top left, choose the one you want to send.
Then click on ‘X selected contacts’ and ‘Send’.