Springboard Tutorials

Operational emails

With operational emails, you can create and send emails to one or more people profiles in your system. This can make it much easier to share important information with an entire group of people at once (i.e. all people with a specific profile type or organization membership).

Recipients can be added individually to each email, but you can also include reusable distribution lists for recipients you contact often. When an email is sent, it will show up in each recipient's person profile as an email interaction.

Both Admin and Regular users can send operational emails. However, whereas Admin users have access to view, edit, and delete emails sent by any user, Regular users can only view, edit, and delete the emails they created.

Learn more

• Create and send an operational email
  Learn how to create, edit, send, and delete operational emails.
• View an operational email's details
  Learn how to view the details of a saved draft or sent email, such as it's status, subject, body text, and owner.
• Viewing an operational email's analytics
  Learn how to analyze a sent email's performance, including the number of opens, bounces, and link clicks.

Distribution lists

Distribution lists make it easy to send operational emails to groups of people profiles. For example, if you often send emails to people with certain profile types (e.g. students, faculty, or donors) or organization memberships (e.g. departments or schools), you can add them to dedicated distribution lists. That way, the next time you need to send them an email, you can select the distribution list instead of adding each recipient individually.

Although there is no limit to how many recipients you can add to a list, please note that an operational email can have a maximum of 1,000 recipients.

Both Admin and Regular users can create distribution lists. However, whereas Admin users have access to view, edit, and delete lists created by any user, Regular users can only view, edit, and delete the lists they created.

Learn more

• Create and manage email distribution lists
  Learn how to create, edit, and delete distribution lists.