How do I send my ePortfolio out?

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The sending of an ePortfolios is a feature only accessible to Premium members

Sending an ePortfolio to your contacts is easy. The contacts who receive your portfolio are referred to as recipients and you can add any number of recipients to a mail-out.
Completing the Create a new mail-out form involves the following steps:

  1. Name your mail-out so that you can track it
  2. Choose which ePortfolio you want to send
  3. Who you want to see it
  4. Whether you want to use a light or dark email template
  5. If you want you can type a message to the recipient(s)

Create mail-out form

Recipients are added to a mail-out by clicking the Select recipients button, this launches the Address Book Browser window. Recipients can be either existing contacts from your address book, or you can choose to add a new contact from within the address book browser itself. Simply click the Add contact button (as displayed in the image below):

Add contact button

The Address Book Browser window will expand to include the form for adding the contact details.

Add contact form

Enter the details and click Submit. The contact will be added as a recipient of this mail-out and also added to the Address Book for future use.