Use Categories to Send Messages to Distribution Lists

Although SmarterMail does not have a distribution list feature, users can create categories and assign contacts to categories in order to easily send messages to a select group of email addresses. For example, if you are working on a project with a dozen people in your contacts list, you can assign them to the same category (such as "Project X"). This allows you to easily filter through your contacts list to find and email only the contacts assigned to the Project X category.

This article applies to recent versions of SmarterMail. View articles for SmarterMail 15.x and earlier.

Follow these steps to assign a contact to a category:

  1. Log in to SmarterMail as a user.
  2. Click the Contacts icon. A list of contacts will load in the navigation pane.
  3. Click the desired contact. The contact details will display in the content pane.
  4. Click Edit in the content pane toolbar.
  5. Click the Categories tab and select the category you would like to assign the contact to. NOTE: If the category does not exist, you can create a new category by clicking the Master Categories button and typing the new category name in the text box. Be sure to separate categories with a comma.
  6. Click Save.

Follow these steps to send a message to all of the contacts in a category:

  1. Click the Contacts icon. A list of contacts will load in the navigation pane.
  2. Click the View menu in the navigation pane toolbar. Then click Filter, click Category and click the desired category. All contacts assigned to the selected category will load in the navigation pane.
  3. To send a message to all of the contacts in this category, click the Actions menu and click Select All.
  4. Click the Actions menu again and click Send Email. This will open a new message addressed to all of the contacts in the selected category.
  5. Compose the email and click Send.
 
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I have followed these instructions for Distribution List and everything worked until Step 4 when I click Send Email it does NOT open up a new email window!!!
Vicki Bos (August 26, 2014 at 7:21 AM)
There is no "save" button in the "master categories" window. SmarterMail v10 running on Firefox.
Myrna Kasser (December 31, 2014 at 5:19 PM)
Hi Myrna. To assign a contact to a category you'll want to be sure that you're clicking on the Categories tab, located next to the Additional Info tab. This is where a list of your current categories will be shown. You'll only click on Master Categories if you need to add a new category. If you're doing that, you'll click Ok and then Save to save the contact entry.
Andrea Rogers (January 5, 2015 at 8:35 AM)

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