How to Email Companies

How to Email Companies

  1. Click Dashboard
  2. Click Companies Module in left-side menu
  3. If applicable, use the filter to search for a subset of companies e.g. To find all companies in Canada, select Country from the dropdown list and enter the search criteria canada

  4. Click the Search button to perform the search
  5. Click Email button
  6. Select who should receive the Email and click the Advance button
    Notes:
    Selecting Admin Contacts only, then selecting a role e.g. Billing, you will be emailing only the admin(s) that is also a Billing role.
    Selecting All Company Contacts (will be regardless if a person is an admin or not) + selecting a role e.g. Billing means you are emailing individuals in the Billing role. 
    When you select another role, the criteria looking for persons in either role.
  7. Click Send Email button
  8. Compose the message
  9. Click Preview Email which will send you a test email message
  10. If you wish to deselect recipients, unselect and then send the email immediately
  11. If you are sending to all recipients, you may choose to schedule the email to be sent a later date/time

    • Related Articles

    • Company Contact Roles

      You may define different types of common company roles and associate the roles to company contacts. Then in other areas such as emailing a company, you may set a filter on the role(s) for whom should receive the emails. Examples of common company ...

    • Manage a Company

      Finding the Companies Click Dashboard Click Companies Module from the left-hand menu Click the row of the company you'd like to manage. Managing a Company Please navigate to the company first The first page loaded is the company profile here you can ...

    • How to Add A Company

      Click Dashboard Click Companies Module in left-side menu Click Add New Company in the horizontal menu Complete the required fields(*) related to adding the company Scroll down, click Add Company button to save To allocate a Corporate Membership to ...

    • Company Profile Fields

      The companies module has a distinct company profile with company profile fields. There is a set of standard X-CD defined company profile fields. These fields cannot be removed, but can be re-labelled. You may defined your own set of fields which will ...

    • How to setup an admin email when a submission is submitted and/or edited?

      Click Dashboard Click Speakers Module Click the Settings button Click Emails in the horizontal menu Scroll down near the bottom to the Admin Emails section of the screen Set Email Administrator After Submission to Yes / No, as desired Set Email ...