This guide will walk you through the process of sending an email using Croogloo.
Start by clicking on the 'Send Email' button from the home page.
Select Recipients:
Distribution Lists:
Select your distribution lists and recipients. Note that you can select multiple distribution lists.
You have the option to expand distribution lists to add or remove individuals within them.
Department Lists:
You can search for recipients by department or by name.
Search by Name:
Search by entering the name in the top search bar.
Add new email:
Type in the email address and press 'Enter' to add them to your recipient list.
Compose Distribution:
Now, you can start composing your email.
Templates:
You can choose to use a template from within Croogloo or start from scratch.
Attachments:
There are 2 ways you can attach files to your email.
Upload Files:
Select files from your computer to upload. You will be prompted to categorize files as you upload.
For more on file categories, please view the How to Manage Files article.
Find Files:
Select files already uploaded to Croogloo to attach to your email.
Send PDF as Link:
Once your file is uploaded, you will have the option to send PDF files as links. Check the "Send PDF Files as Links" box.
Select your permissions and expiry time:
Send Text Message with Email
To send a text message with email expand the Text SMS dropdown and enter your message.
Texts will only be delivered to selected recipients that have attached phone numbers.
Personalization
You can personalize your message by inserting your recipients' names.
Place your cursor where you wish the name to insert and select the name you wish to enter.
Sending your Message
Preview
Before sending the email to everyone, you can send a preview to yourself.
Schedule Send
You can also schedule the email to be sent at a later date.
Send
Simply select "Send" if you are ready to distribute.
Distribution Alerts
Smart alerts will pop up to assist with reviewing your distribution.
Cast-Agent Pairing:
Prompt to include any linked cast members and/or agents
SW/HW/FW Alerts (aka Email DooDs)
Alerts to prompt removal of any inactive contacts
New contacts:
If you added a new email address in the search bar, you will l be prompted to add them to your contact list
Once you're satisfied with your email, click 'Send'.
Undo Send
To undo your distribution, go to your Outbox and click "Abort" beside the message in the list.
Your email will then be moved to the drafts folder.
To learn more on Outbox Settings, please view our How to Set Outbox Delay