Admin Level - Email/Print/Calendar

There are many places from which you can email; below are the two most common ways. Both are automatically tracked in the E-Mail Center.

Email from Account/Member Admin

  1. Go to Account or Member Admin.
    1. Chameleon users: In the side menu click Team Admin > Account/Member Admin. Stay on Accounts tab or click Members tab.
    2. New CMS users: In the side menu click Team Tools > Accounts or Team Tools > Members tab.
  2. If desired, click Customize Filters, select which groups you want to send to and click Done.
  3. Select one, many or all.
  4. Click Communicate > Send New Email.
  5. Fill in the Subject.
  6. Add any Additional Recipients to CC (separated by commas or paste from another source).
  7. To add Attachments, drag and drop files onto the field or click the field to select files from the device or video library.
    1. Adding video(s) from the Library will create a link within the email. When members click on the link they will be directed right to the video(s) you have sent. 

      This feature provides the ability to send large video files without any size limitations.

  8. Fill in your Message.
  9. Click Send.

Email from E-Mail Center

Note that only active Accounts will be emailed and appear for selection. If you need to email Accounts with other statuses then use the steps above.

  1. Go to the Email Center.
    1. Chameleon users: In the side menu click Team Admin > E-Mail Center.
    2. New CMS users: In the side menu click Team Tools > Email Center.
  2. Click Email Message
  3. Use Option 1 to email by Email Groups, Billing Groups, or Active Accounts.
  4. Use Option 2 to email by Roster Group/Location. You must select a Roster Group and a Location (even if you don’t have a location you MUST SELECT Email to ALL Locations).
  5. With either option you can hold the Ctrl key down while clicking items to multi-select.
  6. Fill in the Subject.
  7. Add any CC and/or BCC recipients if desired (separated by commas or paste from another source).
  8. To add Attachments(up to 3), drag and drop files onto the field or click the field to select files from the device or video library.
    1. Adding video(s) from the Library will create a link within the email. When members click on the link they will be directed right to the video(s) you have sent. 

      This feature provides the ability to send large video files without any size limitations.

  9. Fill in your Message.
  10. Click Email NOW.

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See Also

Do secondary emails get CC'd on emails sent?

Tracking emails sent outside of the Email Center