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17.9. Best Effort Manager

This helpfile relates to the Best Efforts Manager, found in the Compliance Menu. You can view, edit and organize previous best efforts messages from this page. Click on the folder icon to edit the names and groups of previous best efforts messages. To send out best effort messages via email click the blue new mass email or new direct mail button in the upper right hand corner.

 

Best Efforts Mass Email

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Step #1: Enter the title of your email, give your email a description, click next.

Step #2: Give your email a subject line, use the editor to format your email.

 Step #3:  Enter the "Send From" email address, the sender's name and your "Reply to" address. Assign an owner to the project.  

 

Step #4: Select a previously stored query and choose which email address to send the email to. 

 

 

Step #5: Review your number counts, schedule your email for delivery and click the green send button. 

 

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To send a new direct mail:

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Step #1: Enter a title and description for your direct mailing.

 

Step #2: Enter a subject line and format your direct mail.

 

 

Step #3: Assign the project to a member of your organization.

 

 

Step #4: Select a previously saved search query.

 

 

Step #5: Review your information and click send. On the next page click the download icon and print off your letters.