Summary: This comprehensive guide for church administrators details how to send targeted emails to individuals or filtered groups in Tithely's People area, covering essential functions like using Mail Merge for personalization, attaching files (up to 20MB), scheduling emails for future delivery, and troubleshooting formatting issues from copy/pasting.
Before You Begin
- Single Space: To single-space instead of double-space when typing, use Shift + Enter.
- Pasting Tip: To avoid hidden formatting issues from sources like Word, use Command + Shift + V (Mac) or Ctrl + Shift + V (Windows) to paste as plain text, or paste into Notepad first.
- Attachment Limit: Attachments are limited to 20MB per email.
Step-by-Step Instructions
Email an Individual
- Select People.
- Navigate to a specific person's profile.
- Click on that person's email address to open the Compose Message window.
- Write your email and click Send.
Email a Group
- Select People.
- Select the group you would like to email (using Filters, Tags, or manually checking boxes next to names).
- On the right, select Email People.
- Select Basic or Designed email.
- Compose your email and click Send.
Personalization and Management
| Feature | Step-by-Step Action | Key Note |
|---|---|---|
| Use Mail Merge | In the text editor, select the Mail Merge dropdown and choose the profile field (e.g., First Name, Mobile Phone). | Sent emails will be personalized; your history will show the placeholder (e.g., [FIRSTNAME]). |
| Add Attachments | Click Add Attachment under the compose field. | Files must be under 20MB total size. |
| Switch from BCC to TO | Click the list of recipients at the top of the Compose Message window, and change Bcc to To. | "To" cannot be used with Mail Merge fields. Replies will go to everyone listed. |
| Schedule an Email | Click the arrow next to Send, and choose a future send time. | To edit or delete, go to Account Settings > History > Email. |
| Change "Send From" | Click Change at the bottom left of the Compose Window, Edit the email address, and Click Update. | If connected to Tithely, this must be done in Tithely (User Settings). |
Troubleshooting & FAQs
- How do I edit or delete a scheduled email? Go to Account Settings > History > Email, select the email, and click Change Time to access options like Send now, Edit content, or Unschedule & remove.
- My hyperlinking isn't working: Use the Insert/edit link button in the toolbar and paste the URL into the Link URL box. Remember the mailto: format for email addresses.
- Can I forward a message from my history? You must go to User Icon > History > Email, copy/paste the content from history, and send it as a new message.