Summary: This comprehensive guide details how to send emails to individuals and groups in Tithely, covering essential features like personalizing messages with mail merge fields, attaching files (under 20MB), scheduling emails for a future time, and managing your email history and sender address.
Before You Begin
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Files attached must be under 20MB in total size.
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To single-space instead of double-space, press Shift + Enter.
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To avoid formatting issues when pasting text, use Ctrl + Shift + V (Windows) or Command + Shift + V (Mac).
Step-by-Step Instructions
Emailing Individuals and Groups
1. Email an Individual: Navigate to the People tab, Select the person's profile, and Click their email address to open the message window.
2. Email a Group: Run an advanced search, select a tag, or use another filter to pull up your list. Click Email People on the right. [Check the box next to certain names to only email those individuals.]
3. Compose your message and Click Send.
Personalization, Attachments, and Scheduling
1. Personalize with Mail Merge: Click where you want the personalized data, and Select the desired field (e.g., [FIRSTNAME], [LASTNAME], [HOME ADDRESS]) from the editor.
2. Add Attachments: Click Add Attachment under the message box and upload your file(s) (total size under 20MB).
3. Schedule an Email: Compose your message, Click the arrow next to Send, and Select a future date/time.
4. Switch from BCC to TO (Reply All): Click the recipient list in the compose window and Change BCC to TO. [Note: TO messages do not support mail merge fields.]
Managing Email History and Sender Address
1. Edit or Delete Scheduled Email: Go to Account Settings > History > Email. Click on the email subject and choose to Change Time, Send Now, Edit Content, or Unschedule. [Note: This section will only display your own email history. Account Owners will not be able to see the email history for other admins, only the emails they have scheduled themselves.]
2. Change the "From" Email Address: * From the email window: Click Change at the bottom of the window, Edit the address, and Click Update. * From account settings: Go to Account Settings > User Settings, Update the email address, and Click Update.
3. Re-send or Forward: Go to Account Settings > History > Email. Find the email and manually copy its content to resend or forward it.
Troubleshooting & FAQs
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Why is the recipient list hidden? By default, Tithely sends emails using BCC (Blind Carbon Copy) to keep recipient lists private.
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How do I add or remove someone while composing an email? To add someone, type their name in the BCC or TO field. To remove, click the X next to their name in the recipient list.
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I need to change my "From" email, but my account is connected to Tithely: Email changes must be made in Tithely, not in the email window, if your account is connected to Tithely.