Writing a message
Menu Emails5 min read
- Click New, then Message.
- Choose the recipients in the To field.
- Type the Subject, then write the text.
- Add attachments if needed.
- Check with Preview & Test, then click Send (see "Checking and sending").
- Message or NewsletterNewsletter only appears for the roles that have the Newsletter right.
- Sendopens the confirmation window before sending.
- Save and Close, Save, Deletesave the draft, closing the window or not, or delete it.
- Add Attachment and Add from Documentsattach a file from your computer or a club document.
- Preview & Testshows the message as it will be received and sends a test email.
- Draft savedthe time of the last automatic save.
- Tothe recipients, here the Débutants and Juniors groups.
- CCother recipients, who also each receive their own email.
- Attachmentsthe attached files and the total size, 10 MB at most.
- A merge field
{{ contact.FIRSTNAME }}becomes each recipient's first name.
Choosing the recipients
Type at least two letters in To: GestiClub suggests groups, distribution lists, members, former members included, and companies. An icon tells each type apart. Click a suggestion to add it, and repeat to add others; the cross on a tag removes it. The list shows at most fifteen suggestions per type: type more if the person you are looking for does not appear.
- A recipient chosenhere the Juniors group; the cross removes it.
- A groupall its members will receive the email.
- A distribution listit gathers members of different groups.
- Memberseach one receives the email at their own address or at their parents'.
- A group or a list is replaced, when sending, by all its members. A person present twice receives only one email.
- A Shared list is offered to everyone who can send emails; a Private list is only offered to the person who created it. Lists are created in Contacts (chapter 3: Distribution lists).
- For a member, the email goes to their parent who is primary contact if they have one, with the other parent and the member in copy; otherwise, to their own address. A member with no address carries the mention (no email): they will receive nothing.
- Families are not searched for in To: select them in the contact grid, then For selection › Send email (chapter 3: Actions on the selection). The family then receives the email according to the communications set on its record.
The CC field works like To: each recipient receives their own email. There is no blind copy.
Personalising with merge fields
Type these fields in the text, braces included: each one is replaced, for each recipient, by their own value.
{{ contact.FIRSTNAME }}: the first name;{{ contact.LASTNAME }}: the last name;{{ contact.FULLNAME }}: the first and last name;{{ contact.EMAIL }}: the email address.
For a child, it is the child's first name that appears, even if the email goes to their parent: "Hello Ethan" arrives in his father's inbox.
Attaching files
Add Attachment takes a file from your computer. Add from Documents takes a document already stored in the Documents module (chapter 6: Documents):
- The drives and the foldersthose you can see in the Documents module.
- The file chosenclick a row, then Select.
The file is copied into the email: changing it afterwards in Documents does not change the attachment. Each file, and all the attachments together, is limited to 10 MB.
Formatting
The editor's bar offers bold, italics, underline, font, size, headings, colours, alignment, lists, links, images and tables. For a link, select the text and then click the link icon; the icon next to it removes the link.
An inserted image is stored on the club's server: JPG, PNG, GIF or WebP, 5 MB at most.
Drafts
While you write, the draft is saved automatically every minute if it has changed: the time is shown under the toolbar. You find it again in My Drafts; a double-click reopens it.