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Pathways Staff Guide

Email Pathway Participants

Quickly email one or more people in a pathway.

  • Administrators and users with permission can email individuals in a pathway.

You can email individuals who are in a pathway. After you send an email, a message displays the number of people who did or did not receive it. You can then obtain a spreadsheet of the individuals with no email addresses.

  1. In the top-left corner, click your site name then Realm. Then click Pathways > Current.
  2. Click the name of the pathway.
  3. On the People or Steps tab, select the check box next to those you want to email.
  4. Click the Select an action drop-down list, and select Send Email.
  5. Enter a Subject and Message.
  6. To add an attachment, click Add a file. Click Choose File and locate the attachment on your computer.
    Allowed Attachments File Types
  7. If you want to schedule the email to send at a later date, select the date and time from the Send Email drop-down menu.
  8. Click Send.
Administrator/Staff
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Last updated: October 7, 2026