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Legacy Mail: Forms Communication

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    1. Navigate to Communications > Legacy Mail.
    2. Select Create New Mail.
    3. On Step 1 select Forms and choose a Form under the Which Form dropdown. This dropdown populates from draft and live forms under Admin > Forms.  
    4. Select your grouping
      • Only 1 mail per person allows you to:
        • Email registered or unregistered people. However it will NOT send an email to anyone who has publicly filled out the form, even though they will appear in the recipient list. 
        • Compare recipients to another form usage
      • 1 mail per submission allows you to:
        • Send an email to public submissions or skip them
        • Change recipient mode 
    5. If selecting only 1 mail per person, go to step 2 in creating the new mailing to determine Recipients.
      1. Within Step 2: Recipients, determine who will receive the mailing. 
        • Choose from Registered or Not Registered for the form. This will pull everyone in the database who has not registered, whether they are a member or not.
      2. To further specify the recipient list, select Advanced Targeting. Here, determine if someone is a Member AND has Registered to the Form, or Non Member and did Not Register to the form.


      3. There is also an option within Advanced Targeting to select Other Form Submission Status options and to add/remove those accounts to/from the recipient list. 
    6. If 1 mail per submission was selected, select Continue to step 2: Choose Recipients. 
      1. Choose recipient mode and if public submissions will be skipped. 
      2. On step 2, add everyone who registered under Basic by selecting Registered.

      3. Advanced Targeting can also be used along with who registered. 
        IMPORTANT: The not registered option in this screen does not work. If you need to send to those who did not register, go back to step one and choose Only 1 mail per person.

         

    7. After the recipient list is determined, continue through the prompts to complete drafting and ultimately sending the email.

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