Appraisd provides a simple way of emailing all your staff with its mail merge function. You might use this to:
- Launch Appraisd to all staff, providing them with login details.
- Send an ad-hoc tailored reminder to a group of people.
- Make a suggestion, such as to record a quarterly progress update.
How to send a mail merge
First, navigate to Administration Centre > People
- Select the recipients
Click on any row to select or deselect recipients or select all by selecting the box at the top of the list.
Once you're happy with your selection, click Send emails.
- Draft your email
First enter a subject, such as "Welcome to Appraisd"
Then, enter the content for the email. There are tools to add styles to your email, but we recommend avoiding using them.
If you're launching Appraisd to your staff, you might like to use a variation of this wording:
Welcome to Appraisd!
Your account is now set up and ready for you to use. Please use the following link to log in:
Please get in touch with YOUR NAME AND CONTACT DETAILS if you need any help.
IMPORTANT: Please ensure your email contains this merge term, which will be replaced with a clickable link to log in to Appraisd -
- Send a test email
At this point, you should send the emails to yourself as a test. Once they've arrived, review them carefully.
IMPORTANT: Do not click on the registration link in these emails. If you do, the recipient may need to reset their password when they try to log in.
- Send the emails for real
If you're happy with the test, click the button to send the emails for real. Emails are typically sent immediately.