Send Email to a Single Family

From the account view page, emails can be sent to one account.  Emails that can be sent out are new custom emails or templates. These emails will be sent to the primary contact email in the account.

To send an email to a single family:

1. From People Tab, search for Family name
2. Select appropriate Family
3. Select Send Email button
4. From the pop up, select Create a new Email or Select an existing Template then click OK
   • Note: Templates available will be related to the templates made under the email tab
5. Enter Subject of your Email and Description  (You may opt to send a copy of the email to secondary parent if applicable.)
6. Click Save and Continue
7. Under the Design tab, drag items from left to right to create your email
8. Click Save and Continue
9. From Preview & Send page, click Send

• Note: If there are merge fields inserted in your email templates, only the templates that have agency level and family level merge fields are available from drop-down. Templates that have participant and registration merge fields are not available. In other words, please ensure your template has no merge field or has no other merge fields except for {Register now}.