One-Way Email Communication Feature SOP
Objective
This SOP outlines the steps to effectively use the One-Way email communication feature for sending messages to team members.
Key Steps
1. Accessing the Communication Feature 0:00
Navigate to the Admins tab.
Locate the new drop-down menu labeled Communication.
Click on it to access the email feature.
2. Understanding Email Functionality 0:16
Note that the email feature is One-Way.
A reply to link is available for recipients to respond.
3. Viewing Sent Messages and Drafts 0:30
On the left-hand side, view the list of populated sent messages.
Access and manage drafts as needed.
4. Selecting Recipients 0:39
Click the Add/Remove Recipients button.
Choose to select All Members or filter by:
Tag
Membership Type
Individual member search.
5. Creating a New Email 0:53
Enter a subject for the email (e.g., 'Test for today's date').
Optional - Insert a placeholder for the recipient's name (first and last, or just first name).
6. Editing Email Content 1:02
Format the email text as needed:
Change text color
Center text
Indent
Add bullet points or numbered lists
Insert links (e.g., YouTube, Vimeo)
Add images or GIFs.
etc.
7. Adding a Reply to Link 1:50
Use the insert reply to link feature to allow recipients to reply to your inbox.
Edit or remove the link if necessary.
8. Saving or Sending the Email 1:57
Choose to save as draft or send the email.
9. Managing Sent Emails 2:21
Regularly clean up the list of sent emails by deleting unnecessary entries.
Cautionary Notes
Ensure that the email content is appropriate and professional before sending.
Double-check recipient selection to avoid sending emails to unintended members.
Tips for Efficiency
Use templates for common messages to save time.
Regularly review and organize drafts to keep the workspace tidy.
Familiarize yourself with formatting options to enhance email presentation.