Creating Email Categories (Groups)

by | Feb 22, 2017 | Email, Technical Help

You can use Smarter Mail Categories to create an online group to be able to email groups of people such as staff, organizations, or other groups. You may think of these as “groups”, in Smarter Mail, these are referred to as “Categories”.

1. First, create your Category, or Categories.

In top left of SmarterMail window, hover over the pencil and plus sign and select Contact in the fly out menu.

2.Select the Master Categories tab in the top menu.

3. Enter the name of your Categories, one per line, then select OK.

Now you have your Categories set up, now you want to add email contacts to your categories.
First, make sure that your email addresses are in your SmarterMail Contacts. To add already existing Contacts to a Category, go to your contacts, double click on the email account, and follow # 3 in this section.

To add a Contact:

1. In top left of SmarterMail window, hover over the pencil and plus sign and select Contact in the flighout menu.

2. You must complete the fields:

  • Display Name of your contact (ex. Robin)
  • the First Name (ex. Robin)
  • Email Address (ex. robin@charlesworks.com).

The remaining fields are optional.

3. While still in this window, select the Categories Tab.

4. Select the Categories that you want this email to be part of, then select the Save tab.

Now you have your contacts and your categories, now, to email your Category.

1. Go to New to compose a new email

2. Select To and you will see, under the Recipients list,  a contacts field with a pull down menu.

You can select your Category there.

3. A window will appear with the list of email contacts in this selected category.  You can select the box next to Display Name to select all, or you can select/deselect as needed.

4. Select OK

5. Compose your email and send.

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