Direct Mail allows you to send emails to a single constituent by clicking on their email address or send to groups of constituents using the Actions menu. Direct Mail messages are saved in each constituent's record on their Email Marketing Tab. Direct Mail is automatically enabled from the Actions menu when sending to a group of constituents. However, if the Direct Mail feature is not activated, clicking on a single email address will instead open your browser's default email service. You can activate Direct Mail by going to your User Settings located in the menu under your user initials in the top right corner of the page.
Once in the User Settings, select "From Software" in the dropdown menu under Default Direct Email Sent From. Click Update to save your changes.
From the User Settings you can also create Direct Email Signatures and Templates.
Click +New to open the dialog window to add your new signatures or templates.
Once a signature or template is created, you can edit, delete, or change the default settings using the edit icon.