Step 5: Send group letters

After you have created your letter, you can send it to the groups.

Use the 'Add mailing' button in the custom emails menu.

First you have to choose your template.

After chosing the template you get this question:

Choose 'Yes' if you only want to send it to groups that didn't get this letter yet.
Choose 'No' if it doesn't matter if they already received the letter.

Template
Choose your template from the template pulldown.

Mailing status change
Choose the participant mailing status after sending the mailing if you want to change it.

Filters
Recipients
Select to whom you want to send the letter 

Submitted Participants
Select if the group has submitted participants or not

Date of Submission
You can set your filter on the submission date.

Templates sent
If you choose 'Yes' at the first question you got 'Do you want this mailing to exclude recipients who have this mailing already?', the checkbox for this letter is disabled.

Templates not sent
If you choose 'No' at the first question you got 'Do you want this mailing to exclude recipients who have this mailing already?', the checkbox for this letter is already checked.

Current mailing status
Here you can set the filter for the current mailing status of the group you want to send the letter to

In the top of the recipients filter overview screen you can see how many groups are in your filter.

By clicking the 'Preview & Send' button in the bottom of the screen, you can preview your selection. You can uncheck the boxes of groups that are in your filter, but you don't want to send the letter too (yet).

Custom mailings that have never been sent out can be removed from the mailing list. To do so, simply click the trash can icon next to the name of the template. Additionally, you can now delete any test-mailings that you may have performed, as long as they have not been sent out multiple times, and they have not been sent to more than 20 recipients.

If one letter has been sent several times to (different) groups, rather than listing each separate mailing in the order they were sent in, mailings are now grouped together, with only the last sent mailing being shown by default.
To see more information about each mailing, simply click the plus icon on the right side of the list. You will then be able to see a complete overview of each time this mailing was sent out.