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Website - Getting Started

Please Note: The New Clubessential Email Editor is available as of 9/16/19. Please refer to Clubessential Email Editor for a detailed User Guide.

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Content

 

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Use Case(s)

Clubs looking to send a flyer for an event, monthly newsletter or other club documents.

Video

This video provides an overview of how to use the Document Upload tool, and how to add email attachments.

Note: Sections of the video have been referenced below with corresponding times in the video for ease of access

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Uploading the Document 

To access the Document Upload, follow the steps below depending on your access role. 

  1. Admins

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  1. : Hover overAdmin

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  1. bar in the left hand corner of the screen, select Document Upload.

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  1. Editors

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  1. , select Main Tools

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  1. , and then Document Upload.

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Once in the Document Upload area:

  1. Select the appropriate folder

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  1. or click

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  1. Add New

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  1. Folder at the top to add more.

  2. Click thegreen plus

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  1. sign to upload a document.

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  1. Select the document(s)

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  1. to upload.

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  1. Open the Editor to edit the content of the email, and begin composing the email.

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  1. Highlight the text

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  1. to link to thedocument.

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  1. Click the

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  1. Hyperlink button on the right side of thetoolbar

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  1. .

  2. Select Document Link

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  1. .

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  1. Double Click the document

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  1. to link.

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  1. Click Save to continue with the steps of sending an email.

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FAQs

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Best Practices

  1. If you’re sending a document that has secure information, it will be best to keep the document secured so members must login to view it. This should reduce the chance of the member forwarding the email to a non-member. (Note, documents can still be downloaded and saved).
  2. If you must send longer content via email, try putting the content into a document or PDF. This way, members may download the document or PDF, instead of reading a lengthy email.

Downloadable Guide

Sending Documents in Blast Emails

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