Follow-ups •  Select contacts to e-mail from the Follow-ups section?
•  Filter contacts (i.e., view all contacts who “have donated”)?
•  Send follow-up e-mail?
•  Add, edit or delete contacts that appear on the Follow-ups page?
•  Export my current follow-up status information from the system?

1.	Filter or Search Contacts.
2.	Click E-mail Filtered Contacts to send an e-mail to all contacts within the filter.

Or

1.	Click the Check Box to the right of the contact’s Name & E-mail Address column or click the check box at the very top of the column to select all contacts appearing on this page.
2.	Click Send E-mail to Selected.
3.	You will be re-directed to the E-mail Centre where you can select a Sample e-mail.
4.	An e-mail box will open with the contact names included in the “Selected Contacts” box. Modify text and click Send E-mail.

On the Follow-ups page under View & Search Contacts you can filter contacts by selecting the type of contacts that you want to see in the Filter contacts by pull down menu.

1.	Filter contacts by: All Contacts.
2.	Click E-mail Filtered Contacts.
3.	You will be re-directed to the E-mail Centre where you’ll be able to select a Sample e-mail.
4.	An e-mail box will open with the contact names included in the “Selected Contacts” box. Modify text and click Send E-mail.

The contacts that appear on the Follow-ups page can only be added, edited or deleted from within the Address Book section. Changes made to contacts in the Address Book section will be reflected on the Follow-ups page.

1.	Click the Export List button at the bottom of the Follow-ups page and a tab-delimited .CSV file containing the current follow-up status of your contacts will be launched.
2.	Click Open to view this information or click Save to save this file to your computer.

Note: The Export List function will include the follow-up status for all contacts regardless of the contacts that you are currently viewing.

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