MCP - Email Introduction | Create and Send an Email

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EMAIL 


Create and Send an Email

 


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Creating & Sending Emails through the MCP

Once the Messaging and Communications Platform (MCP) is enabled on your website, you'll be able to create, send, and schedule emails.

To help you get started, this guide provides a step-by-step overview of how to prepare and send emails using the MCP.


Accessing the Email Module

  1. Navigate to the MCP module.

  2. From the MCP Menu, click Emails.


Step 1: Prepare an Email

  1. Click the yellow Add Email button in the upper-left corner.

  2. Click Copy an Email.

  3. Select the email you'd like to copy (this can be a template or a previous email).

  4. Enter the following:

    • Email Name

    • Subject

    • Tag


Step 2: Add Content to Your Email

Now that your email is created, it's time to customize the content:

  • Delete any content you don’t need.

  • Add new content as needed.

  • To include existing website features or add new ones, click the + Add Feature button at the bottom of the email.


Step 3: Send or Schedule the Email

Once your email is finalized, you can send a test, send it immediately, or schedule it for a future date and time.

Start by clicking the yellow Send Email button. A popup window will appear—let’s review the fields:

Popup Fields Explained
  • From Name: This field auto-populates, but you can customize it if desired.

  • Emails: Add individual email addresses (e.g., for sending a test to yourself or colleagues).

  • Subject: This auto-populates based on the subject you assigned earlier.

  • ReplyTo: If left blank, it defaults to your domain's email address (e.g., communications@yourschool.org). You can override this and put a different replyto email if you'd like (e.g., admissions@yourschool.org).

  • Groups: Select one or more groups to receive the email.

Tip: If you're sending a test email, leave the Groups field blank and use the Emails field instead.


Step 4: Choose How to Send

You have several options for delivery:

  • Send a Test: Click the Test button to send a test version of the email.

  • Send Immediately: Click the Send Email button.

  • Schedule Delivery:

    • Click the Calendar icon to select the send date. (You can schedule an email up to 3 days in advance.)

    • Click the Clock icon to set the send time.

Important: All scheduling is done in UTC (Coordinated Universal Time). If you're in a different time zone, be sure to calculate the time difference accordingly.


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