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User Guides

Newsletter recipients

A newsletter's recipients come from the contacts in EVX Software. The Recipients window lets you narrow your contacts by project, client, event, and other members, then tick the ones to add.

Choose the recipients​

Open the Recipients window from Add recipients to this newsletter on the newsletter form, or from Recipients under Actions on a saved newsletter.

  1. Under Contact type filter, tick Contact, Company, or User. The list in the middle shows the matching contacts.
  2. Narrow the list with Projects, Clients, Managed events, Departments, Services, Project managers, Tags, and the other filters on the left, or type in Filter.
  3. Tick each contact to add. Added contacts show on the right. The red button removes one, and Remove all clears the list.
  4. Click OK. The recipients appear under Pending on the newsletter.

Ticked contacts move to the list on the right.

View adds columns to the contact list, such as Newsletter subscription.

Send to people who aren't in EVX Software yet​

Import them as contacts first, then choose them here. Contacts › Import / Export › Persons › Import takes a CSV or VCard file. See Contacts and companies.

Example: all contacts of three clients​

For a webinar on new lead-based paint rules, a coordinator ticks Contact, then selects three school districts under Clients. She ticks every contact in the list, removes two who left their jobs, and clicks OK. Thirty-one recipients now wait under Pending.

What you can do next​

  1. Creating and sending a newsletter to send it.
  2. Contacts and companies to keep your contacts current.
  3. Inviting attendees for event invitations.
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