Emails
Learn how Realm works with email, including automated messages, emails you send, and how to schedule, review, and manage them.
Realm works with email in a few different ways. Some emails are sent automatically based on activity in your organization, and others are emails you write and send to people yourself. You can also schedule an email to go out later and review what you have already sent.
Emails Sent Automatically
Realm automatically sends certain emails , such as notifications, giving receipts, and digests, based on activity and your settings. For a full list of these emails, how often they send, and what triggers them, see Automated Emails.
Emails You Send
You can compose and send emails from several areas within Realm, such as profiles, groups, registration events, queries, and dashboards. From each area, you select your recipients and write your message. In addition to selecting people based on groups, events, or queries, you can enter any email address in the BCC field. This is useful when you want to copy someone who is not part of your data. For example, if you invite an out-of-state speaker to a women's conference, you can email the women's group and manually type the speaker's email address in the BCC field. Volunteer leaders do not have the option in Connect to include outside recipients in an email communication.
Scheduling an Email
When you send an email, you can send it right away or schedule it to go out at a later date and time. You can pick from preset times or set a specific date and time, and you can review or change emails that are scheduled to send. For more information, see Manage Scheduled Emails.
Reviewing and Managing Email
After you send an email, you can review who received it, see statistics, and keep a record of what was sent from the My Communications page. For more information, see Email History and Performance Analysis.