Have you ever tried to send an email with Rock? Ever been a bit confused on the steps you should/could take? Hopefully this quick pro-tip will help!
In addition to this Pro Tip there is a video already created to help walk you through the steps. You can find that video HERE: https://creekhelp.com/software-tutorials/rockrms/rock-videos/?video=13089
When sending an email from Rock it is important to note that you can initiate an email 1 of 3 ways.
- Sending an email to a unique person by clicking ON their email directly from their profile.
- Sending an email to a group of people. Any time you see a list of people in rock (report, data view, group etc) you can navigate to the bottom/top right of the list and click on the ‘COMMUNICATE’ button.
- Sending an email by starting from the [People] tab and click NEW COMMUNICATION
Once you initiate an email from one of the 3 steps above, you will be taken into the Email Wizard. If you do not prefer the Email Wizard, you can click the [Use Simple Editor] button in the top right. We do not recommend this, but you can do that.