First ensure that you have direct mail activated in your user settings. See this article for information about updating your user settings: https://support.donorview.com/en/support/solutions/articles/9000239283-how-can-i-set-up-direct-mail- 

After filtering your grid to identify the group of constituents you wish to send a direct email and ensure they all have an email address. Click on Send Direct Mail from the Actions menu. 

A new window will open to allow you to:

• Enter the name of the person sending the email under Email From Display Name
• Enter the email address sending the message under Email From
• Enter the Subject Line of the email message
• Add a template or signature to the email body. You can learn more about these features in this article: https://support.donorview.com/en/support/solutions/articles/9000235800-direct-email-signatures-and-templates
• Under Email Options choose whether you want to Email to Primary Email or Email to All Emails in the profile record.
• Enter the text for your Email Body. You can Insert Merge Fields from the data on the current grid
• Add a small Attachment using the Select File button.

The blue text bar at the bottom will tell you how many records this message will be sent to.  Use the slide bar on the right side of the window to reveal the Send or Send + Interaction button to send your emails. A record of all direct emails sent to a constituent can be found in their profile record under the Email Marketing tab.

If you choose Send + Interaction, a new interaction record will also be created for each constituent included in your message. A new window will open to allow you to customize the interaction record.

You can select:

• Date/Time - which defaults to the current date and time
• Status - Open or Closed
• Primary Relationship - which is the name of the user linked to this interaction record, usually the sender
• Interaction Type - select from the dropdown list what kind of interaction is being recorded, typically "email" is selected
• Category 1 and Category 2 - select from the dropdown lists as appropriate to add more details about the kind of interaction being recorded
• Description - include any details you would like about the message sent
• Follow Up Date/Time - if you would also like to create a follow-up task, you can select the due date for the follow up task
• Follow Up Type - select what kind of follow up this will be
• Follow Up Contact - select which user should be assigned the follow up
• Follow Up Description - enter any additional details for the follow up task

Click Update to create the interactions for all constituents included in the direct email. Note that if the message is sent to the Mail Merge Queue, the interactions will not be added until the email has been sent.

The interaction will be shown in each constituent's Interactions tab and also be visible in the global Interactions grid in the CRM Module.