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How To Create an Email

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From the Email Manager, users may create and send emails that will be connected to the contact record. The emails will be sent to the recipients’ primary email addresses and will also appear in Activity>Message Center.

  1. Open the Contacts module.
  2. Select a contact type in the Left Navigation Panel.
  3. Click a contact name.
  4. Open the Tools tab>Email Manager.
  5. Click the  (Create icon) in the Icon Bar.
  6. In the To field, select the email recipient. This list pulls from Contacts>Individuals and Contacts>Staff.
    To Field
  7. In the CC and BCC fields, select additional recipients (optional). These lists pull from Contacts>Individuals and Contacts>Staff.
  8. Add the message Subject.
  9. In the Html Body field, add the email message.
    Html Body Field
  10. Click Select files… to add a file from your computer (optional).
  11. In the Attachments dropdown, select files from the Documents module to attach (optional).
    Attachments field
  12. Click Send.

Comments

4 comments

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  • Avatar
    Holly Mahoney

    This process is overly complicated and it is easier to manage email through the email program rather than amplifund.  There is no way to send a group email without selecting each individual every time.  Creating the email itself is a complicated process and is not handled in the message center where you would expect the create email function to be.  I am guessing I will probably not use this function at all.  This is not good because I would rather keep track of communication with my subrecipients through Amplifund.

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    Yingfah

    I agree with Holly's observation. Her comments were made in 2018. has there been any incorporation of her suggestions since? I'm just trying to test the message function and it seems just as complex as it was in 2018. These instructions have not been updated to reflect the new navigation.

     

    @Amplifund: I would suggest conducting an online user testing session with a handful of users which may uncover these types of user complications early on before development.

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    Jason Yu

    Hi Yingfah, 

     

    I’m the Head of Product at AmpliFund, and I want to thank you for reaching out.  I can't stress enough how important user feedback is to us. While we have a renewed focus on user testing and incorporating customer suggestions into AmpliFund, we can always do more.  One of my key objectives for 2020 is capturing the voice of our customers. To demonstrate our commitment to our users, we are taking specific action to ensure user input is collected and built into AmpliFund. 

    • The Product and Account Management teams are working together closely to catalog and identify trends across our customer requests, allowing us to act on implementing the improvements that would have the biggest impact across our user base.   
    • We have and will continue to survey the market to better understand the importance of specific features in Grants Management Software.  While we can’t incorporate every suggestion we receive, we do our best to improve areas that our customers have identified as most important to them.   
    • Usability testing has been directly incorporated into our design process, which will allow us identify flaws in our solutions before development, and avoid these types of complications in the future.  Don’t be surprised if you hear from us! 

    With regards to the Email Manager, there have not been many updates over the last two years. It is one of the oldest areas of our product and is definitely due for a refresh. We are in the process of building an Outlook plugin to seamlessly capture emails outside of the system and are currently exploring options to improve the audit trail of Funder-Recipient communications.   

    Thanks again, and be on the lookout for client communications as your suggestions make their way in to the product.  Please don’t hesitate to reach out to your account manager with any additional feedback! 

    Best Regards, 

    Jason 

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    Yingfah

    Thanks, Jason.

    It would be great to see how this function is improved for grantors wanting to track email communication.

    Yingfah

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