INTRODUCTION
Feature Summary: The Basic Editor in Bulk Email lets you compose and send a simple text-based email quickly using a rich-text toolbar. If you have content ready to go - typed out or copied from another source - you can have an email out the door in just a few steps.
Use Cases:
Send quick announcements to all members or a filtered group
Deliver one-off communications
Paste in content from an external source and send with minimal formatting
OVERVIEW
Not every email needs a full design. The Basic Editor offers the fastest path to a clean, simple email - no templates, no drag-and-drop blocks, no complex layouts. If you have content ready to go, you can type or paste it directly into the Message field, apply light formatting as needed, and send in just a few steps.
For emails that require images, branded layouts, or reusable templates, use the Email Builder instead.
NAVIGATION
Navigate to Members > Bulk Email.
Creating a Simple Text Email
Step 1 - Create a New Email
Click Create Email in the top-right corner. The email is automatically saved in the background as "Untitled Email" — no naming required to get started.
Note: The internal email name is visible only to system users, not recipients. It starts as "Untitled Email" and automatically updates to match the subject line once one is entered. You can rename it at any time using the pencil icon next to the title or when saving a draft, without affecting the subject line recipients see.
Step 2 - Complete the To and From Steps
Work through the first two steps:
To: Select your recipients or use filters to narrow the list.
From: Set the sender name and reply-to address recipients will see.
When finished with each step, click Next to continue.
Step 3 - Set the Subject Line and Choose Basic Editor
On the Content step:
Enter your subject line in the Subject field. This is what recipients will see in their inbox and is the first thing that determines whether they open the email.
Under How would you like to design your email?, select Basic Editor.
Step 4 - Compose Your Message
The Message field will appear directly on the page with a rich-text toolbar. Click inside the field and begin typing, or paste in content from your clipboard, ChatGPT, or any other source.
Note: If your text is coming from Word or another program, paste it in and do a quick review — some formatting may carry over.
Editing Tools
Formatting Toolbar
The toolbar above the Message field gives you control over the appearance of your text. Available options include:
Bold, italic, underline, and strikethrough
Text alignment (left, center, right, justify)
Bullet and numbered lists
Font size and text color
Links
HTML view — paste in raw HTML if your organization builds emails in an external tool
Note: The Basic Editor does not support adding images or tables directly. For image-rich or branded layouts, use the Email Builder instead.
Here, the text color is changed to purple.
Next, a link is added.
Step 5 - Attach Files (Optional)
To attach a file, click Select File under the Select File to Attach section at the bottom of the Content step. Multiple attachments are supported. File limits are as follows:
Maximum 5 MB per individual file
Maximum 10 MB total across all attachments
Accepted formats: JPG, PNG, PDF
Files that exceed the individual or total size limit will be blocked with an error message before the file is added.
Step 6 - Save Draft, Send, or Schedule
When ready, choose one of the following options:
Save as Draft: Stores the email in the Drafts tab to complete and send later.
Send Email: A confirmation window will display the total number of recipients and two delivery options:
Send Now: Sends the email immediately to all selected recipients.
Schedule Email: Set a specific send date and send time for future delivery.
After scheduling, the email can be managed from the Scheduled Emails tab.
Note: Sending similar emails on a regular basis? Consider building a starter template using the Email Builder instead. A saved template lets you skip the layout setup every time — your logo, header, and footer are already in place, so you can jump straight to updating the content and sending. Learn how to build one here.
Note: Templates can only be created and saved using the Email Builder. Emails composed in the Basic Editor can be duplicated but cannot be saved as templates.