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Email

All About Email

This article explains how the email functionality works in the portal. Topics include, recipient options, composing an email along with attachments and sending emails through the portal.

Updated 6 days ago

The MemberDay member portal provides different options for recipients when creating and sending emails. This makes is easy to quickly send emails to different member types or distribution lists. 

Recipients

The recipients dropdown contains some pre-made email lists which are explained below:

All Members
This includes all of the members whose member type is designated "Is Member". To set this flag on the member type, go to the Members+ screen then click the gear in the upper right and choose the option to manage member types.

Member Types
This is all the current members with the chosen member type

Committees
This is all the current members of the selected committee

Distribution Lists
This includes everyone on the custom distribution list

Individuals
These are the current members of the club

How to Compose and Send an Email

  1. Click the "Email" tab to in the left menu.

  2. Click the blue "+" button in the lower right of the window. The "Compose Email" window will show. 

  3. Click "Select Recipient". From the drop-down menu choose from the options lists. The list will be long, so you can either scroll to find your list or recipient or simply start typing the name of the list or the person in the text box. You can then select from the names returned in your search. 

  4. Repeat until all the desired recipients are added to the "Recipient" list. 

  5. If there are specific individuals that are included in a list, but should be excluded from the email, then select the "Exclude certain recipients?"

    For example, there might be a birthday celebration planned for the committee chair of the Youth Services Committee. The email should go to the entire committee except for the birthday person. 

  6. Click "Subject" and add the subject of the email. 

  7. To add the content or body of the email, click "Click here to edit content of email" to add the content of the email. 

  8. Click the "Add attachments" to add an attachment to the email. 

  9. Choose "Send" or "Save as a draft".

  10. If you wish to delete your email, click "Cancel" and look in the "Draft" tab on the main email page. If the email is there, click the 3 dots, then click "Delete". 

Adding Attachments

When you view to see the details you can also see the message and download. The attachments are not housed in the file manager area. 

Who Can Send and See Emails

  • All Members - Can send emails to member types that have the "Is Member" flag. NOTE: On the member detail screen there is a setting to block the member from sending emails.

  • Administrators - Can send emails to anyone. 

Member portal users (including administrators) can only see the SENT and INBOX folders for themselves. They cannot see those folders for other members.

Known & Logged Issues with the Email Function

  • Pasting into the content area - must add image from the toolbar.

  • Unstable internet connections - If working on a long email, our recommendation is to create your email in a word processing tool and then cut and paste into the text box. 

  • Using Firefox - The editor does not work well with Firefox. At this point, there is no known solution. Our recommendation is to use a different web browser, like Google Chrome, Safari, Brave, or another one.

 

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