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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 ministry hub 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.
    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.