Advice and answers from the CareMonkey Team

This article will show you how to send emails to all members in a particular Group or eForm or to a collection of individual profiles that you can select manually.

1. Sending an email to a group

2. Sending an email to the eForm recipients

3. Sending an email to the Care Profiles

4. FAQs



SENDING AN EMAIL TO A GROUP

1. Click the three horizontal lines icon on a Group.

2. On the right side of the next page, click Send Email to Group.

3. Use the options to send the emails to either "All", "Profile Received", "Profile Pending" or "Custom". Regardless of the filter option you'll choose, you'd be able to select which profiles you'd like to send the email to. Type the Subject and your message, add an attachment if there's one, and then click Preview once done.

4. Click Send Email.


SENDING AN EMAIL TO EFORM RECIPIENTS

1.  Click the three horizontal lines icon on an eForm.

2. Click Send Email to eForm members.

3. Follow the steps #3 and #4 in the "Sending an email to a group" section.


SENDING AN EMAIL TO CARE PROFILES 

1. Tick the profiles to highlight them. You can also click on Actions > Select All Profiles on the upper left side of the page. A profile that has been selected will turn green.

2. Once you have selected the members you want to send the email to, click the Actions > Email Selected Profiles.


3. Follow the steps #3 and #4 in the "Sending an email to a group" section.



FAQs

Q. What file formats are accepted?
A. All file types are supported; however email clients will typically filter out certain file types such as .exe.

Q. Is there a file size limit?
A. No, however different email clients have different size restrictions, so aim to keep file sizes small.

Q. Can I send the email once to a carer with multiple members in our organisation?
A. Yes, by ticking on the "Unique (only send once for parents with multiple members)" box prior to looking at the preview of the email.

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