Note: If you started as a trial account, Sending Emails may be disabled in the account. Please contact Support to have it enabled.
Send an Email to One User
Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.
Click on the person’s name from the list that appears.
Click on the “Communications” tab
Click “Send Email” tab
Optional: Select “BCC to Contacts” if you wish to include someone who does not have a profile in Better Impact as a recipient. The contact will be added to the list for future use.
Optional: Select an Email Template to use, if you have created one
Tip: You can type to search through your list of email templates
Enter the email Subject (maximum 200 characters)
Tip: Click [+FN] or [+LN] to automatically include the first or last name of the recipient in the subject line.
Enter the Body of the message (text only, although you can use a variety of formatting options, including tables and use the File Manager to insert images or links to files)
Tip: If you want to include the first or last name of your recipient in the body of your email, go to “Insert” and select either “First name place holder” or “Last name place holder”. Alternatively, you can type in %%1 (first name) or %%2 (last name).
Optional: Add Attachments from your computer or from the Document Library, click the applicable [Browse] button
Individual email attachments can be up to 10 megabytes, provided that the total size of all attachments does not exceed 10 megabytes for emails (and email templates).
Optional: Select the “Priority” and/or “Read Receipt”
Optional: Check “Send me a copy of this message” to have a copy of the email sent to the address associated with your profile. You’ll then be presented with an option to “Include recipient list in my copy”. If you select this, a list of the recipients will appear at the bottom of that message you are copied on. The selection you make will be remembered the next time you return to send an email.
Select the desired Module(s) associated with this message. Only administrators of the selected modules will be able to see this email in the history.
Click the [Send Email] button
Note: If the attachment you want to use has not yet been added to the Document Library, you can add it from here by clicking the [+ Create New Document] button below the list of existing files.
IMPORTANT: These features may not be available on all email providers used by your users, so your recipients may not see a “priority” or a “read receipt”.
Note: It is only possible to add a First or Last Name placeholder. Other information, such as shift times, activities, or other profile information, is not available through this feature and needs to be manually added.
Send Email to Multiple Users
IMPORTANT: Recipients will only see their email address, not the names/email addresses of other users who are included on the email list.
Go to Communicate, then click on “Send Email” found in the sidebar under Email
Search for the desired profiles:
You can enter up to 10 search criteria. Remember to set the Match Type to either “Include people who match ALL of the above” criteria or “Include people who match ANY of the above” criteria before running your search.
Compose the message (following the same steps as listed above)
Click the [Send Email] button
If the email is going to more than one person, a confirmation dialog will appear asking you to acknowledge that you are sure you want to send the email.