Send Notification#
The Section: Send Notification feature allows community users to send email notifications to shareholders.
Features: Send Notification#
The Section: Send Notification feature allows you to:
Send email notifications to shareholders
Location#
The Section: Send Notification page is located under the Navigation Category: Communication category in the Item: Primary Sidenavigation menu.
Category Selection#
Action: Select a category from the dropdown to determine who will receive the notification.
Category Options
Select - Default option (no category selected)
Active Shareholders - Send to all active shareholders
Type Selection#
Action: Select the notification type from the dropdown.
Type Options
Email - Send notification via email
Compose Notification#
Enter the notification content using the following fields:
Subject Field#
Action: Enter the subject line for the notification in the text field.
Message Field#
Action: Enter the notification message in the text field.
Tip
Keep notification subjects clear and concise. Include all relevant details in the message body.
Send Test Notification#
Before sending to all recipients, you can send a test notification to yourself:
Action: Click the button to receive a test notification at your email address.
Note
Use the test feature to verify the notification content and formatting before sending to shareholders.
Sending the Notification#
After composing and testing your notification:
Verify the category, type, subject, and message are correct.
Action: Click the button to send the notification to all selected recipients.
Warning
Notifications cannot be recalled once sent. Always use the test feature to verify content before sending.