Send a message to a Pool of Officials

Created by Joshua Ort, Modified on Wed, 13 Mar at 7:28 PM by Sandra Serafini

If your pool has more than 100 recipients, see the tutorial on bulk messaging instead.

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1. This tutorial will show you how to send a message to a pool of officials.

Click on the arrow next to Messaging in the menu to expand the dropdown.

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2. Click Message Center

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3. Click New Message

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4. In this example, we have less than 100 recipients for this message, so we can use the standard version of messaging. If your pool has more than 100 recipients, see the tutorial on bulk messaging.

Click Start a New Message (standard) to proceed.

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5. You can choose how the recipients will display in your message. You should use the "blind copy" option so the names and email addresses of the recipients remain hidden when the message is sent.

Click Add Recipients (BCC)

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6. Click the arrow next to Filters to see a list of pools.

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7. In the Filter by Pool area, select the pool of your choice and double-click on it to move it from the left side to the right side.

In this example, we will choose "My Pool".

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8. Scroll to the bottom and click Apply Filter

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9. Notice that only 10 rows are displayed as the default.

If you plan on using the Select All toggle, first display All rows on this page.

The next step will show you how.

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10. To display everyone in the Pool on this page, first click Actions

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11. Go to Format, then Rows Per Page, then click All

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12. You can make different combinations of columns, filters, and rows displayed and save your frequently used combination as a Report.

These reports are private to you, and you can save as many as you wish.

To save a report Click Actions.

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13. Click Report, then Save Report

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14. Name your report by typing in a Name. You can also add a Description if you wish.

Click Apply when finished.

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14b. Click

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15. Your new Report will show below the search bar.

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16. The current Report you are using is shown in the Reports dropdown.

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17. Clicking on the Reports dropdown shows the Default - Primary Report and your Private Reports.

You can switch reports by clicking on the one you want to use. The current Report being displayed is the one with the check mark next to it.

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18. Select all recipients in the Pool by moving the Select All toggle from the left to the right

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19. Click Save Selected People

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20. Click Save Changes to include these people in your message.

Note the description indicating they are BCC (blind copy) recipients.

You can remove individual recipients by clicking the garbage can next to their name.

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21. Click inside the Subject field to enter a subject of your message.

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22. Click inside the main editing area to type your message.

In addition to typing your message, you can also add hyperlinks to this message. In the future, you will be able to attach documents.

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23. Note again the recipients will be blind copied (BCC), which keeps the names and email addresses of the recipients hidden.

You can still remove a recipient at this stage by clicking on the garbage can next to their name.

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24. You can Save your message if you want to pause and come back to it later.

It will be saved in "draft" status.

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25. When you are ready to send your message, click Send.

Thank you for watching the tutorial on how to send a message to a pool of officials.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

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