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Email Pathway Participants for Leaders

Quickly email one or more people in a pathway.

Pathway and step leaders can only perform this task if the permission has been enabled under leader responsibilities.

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 ministry hub then Connect. Then click Pathways. If you do not see this tab, you are not a pathway or pathway step leader.
  2. Click the pathway for which you are a leader or step leader.
  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.
    Note:

    You can add attachments, such as photos or documents, to your email. The total size of all the attachments in the email cannot exceed 5MB.

    If a file is larger than 5MB, and you have a URL for that file, you can paste a link to that file in your email instead.

    Due to a known Safari limitation, you can only attach photos and videos using Realm in a browser on an iPad.

    You can attach the following file types:
    • .xls
    • .xslx
    • .doc
    • .docx
    • .pdf
    • .png
    • .jpg
    • .jpeg
  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.