1. Select “Contacts” located on the grey toolbar at the top of the page.
  2. Click “Search Contacts” located on the right under "Take Action". Here you can input information to narrow down your search. 
  3. Scroll down and click Search.
  4. Check the box located on the left side below the calendar above the blue "Temp" header.
  5. You will be prompted to choose “select current page” of contacts or to “select all in results.” If you click “select all in results,” all contacts that match your search criteria will be selected.
  6. Click “Broadcast Email” located on the right under Actions for Selected.
  7. Select the message you would like to send. You can then preview the message below.
  8. When you are ready to send, there are 3 options:
    1. “Send to Me”: this will email you the message to review
    2. “Send Now”: this will send out the email to the contacts you have selected
    3. “Schedule Email”: this option allows you to set a date and time at which the email will be sent.




See the CRB Training Manual for more information: p. 35

https://cssagent.com/uploads/documents/Marketing_Prospect_System_Manual_Cornerstone_v4.pdf#page=39