Sending email to several constituents at once

Note: In order to email directly from LGL, you must first enable this feature in your account.

To create an email to go to multiple people, go to the Mailings tab, then select Emails from the drop down menu. Next, click the Add Email button:

This takes you to step 1 of the 4 step process for sending an email to a group of people. 

Step 1: Build email list

Step 1 is where you build your email list, by searching for people, or adding individuals one-at-a-time. 

Step 2: Customize email

Once you've built your recipient list, you can move onto step 2 where you define email content.

You can pull in an email template or write your email from scratch. Be sure to take advantage of the merge fields (shown on the right).

Step 3: Email options

In step 3 you can name your email, select the category, choose which permission levels will have access to see it in LGL, and connect it to an appeal or event.

You can also select who will receive an email notification once your email has been sent by checking the box next to the applicable team member names in the Notify area:

Step 4: Review & send

In the final step, if you are ready to send the email, click the button to "queue email for delivery". If you don't click this button, the email won't go anywhere.

On this page you can see the merged emails as they'll appear to the recipient (with the exception that the Date will be listed as 'TBD' until you actually queue the email for delivery). You can also see how many of the recipients will be excluded, and why.

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