How to setup EBlast

If you would like to use the EBlast feature, we recommend following these steps.

  1. Make sure you have the Advanced Package
    • You can check this (or upgrade) by going to Administration/Account
  2. Make sure you have created accounts (Active or Blocked) for all organization members, including their email addresses
    • You can import accounts via the SOAR Roster or Member Import functions
    • You can add accounts manually at Administration/Members
  3. Check that you are using the special Committee Filter for all leader content
  4. Select your EBlast settings - but do not turn EBlast on
  5. Run an EBlast Test to check out the emails that will be sent
  6. Turn the EBlast feature on after you are comfortable how the feature operates