Email tools can be used when sending emails from the website. They are currently available when sending out agendas and in the Basic Email feature in the Membership Management panel.

You can save and load email templates, and set up an email signature.

• The templates are saved on the server and can be used by any logged-in member of the club.
• The signature is stored on your computer, unless you clear offline storage in your browser.

Creating an Email Template

Write your email, then choose Save as Email Template from the list.

Make sure you give it a distinctive title, and a description if you wish. When you choose a name, keep in mind that there could be a number of templates for different purposes. Members need to be able to find the right one quickly.

Note: The email subject line is not saved – only the body.

Using an Email Template

Select Load Email Template from the pull-down menu.

Choose your template from the pull-down list.

Once the text is loaded, you can tweak the details without affecting the original template.

Email signature

You can save a signature for your emails. It will be automatically added, just below the cursor position, when you open the Send Meeting Agenda by Email screen, or use the Basic Email feature in the Membership Management panel.

Signatures are kept on members' computers, not the website, so each member can have his/her own.

If you've previously entered text into an email window, you may be asked if you want to re-use it next time you use the basic email or agenda email feature.

Emailed agendas may contain signup buttons for vacant roles, links for confirming whether or not you'll be at the meeting, and buttons for confirming or dropping a role that's been pre-assigned.

Which of these you get will depend on how your club has the website set up, and what the sender has chosen to include in the email.

Signup and confirm / drop buttons are immediately under your name or picture.

Attendance confirmation links (circled) are just above the agenda header.

If you don't have the MAILTO link option selected in your Member Profile (see here), when you click on any of these, you'll be taken to a screen asking you to enter your password. Entering your password then allows the agenda on the website to be updated.

If you'd like to enable MAILTO links – meaning that you can respond by email in future and not use passwords – check the box (arrowed) before clicking Submit.

You'll see the following screen:

There are a few email systems and clients that don't work well with MAILTO links. If yours is one of them, you can remove the setting in your Member Profile.

If you have enabled MAILTO links in your profile (BEFORE the agenda was sent to you), when you click on a button or link, a new email will open in your email client.

Just leave everything like it is - you do not need to change anything - and send.

You'll get a reply, usually within a few minutes, to confirm that your changes have been made.

Note:  If someone else has taken the role you are requesting since the time that the agenda was emailed, you will receive an email back stating that.  In that event, you can use the link in the original agenda to request an updated agenda be emailed to you or you can just take a different role in the original agenda email. 

You can also use the agenda signup buttons in the same way, to take on a new role.