MoxiPresent users, that also have MoxiEngage, can select Engage Groups or People when emailing their Presentations. You can email a single client’s email or a client group, through the Actions menu and the Pages tab, by entering the first and last name of your Engage client or entering the name of your group.

Emailing a Presentation Using Your MoxiEngage Groups

Emailing from Actions Panel

1. From the homepage, the Three Dots to access the Actions.

2. Select Email from the list.

3. Begin searching for your Engage Client or Group by typing at least the first three letters of the name. Then select the name from the dropdown once it appears to add that email or group of emails to the To field.   If there are multiple email records associated with the client, Present will show all the email addresses, allowing you to choose the address to send it to.

Emailing from the Pages Screen

1. From the Pages tab, select Send in the top right.

2. Begin searching for your Engage Client or Group by typing at least the first three letters of the name. Then select the name from the dropdown once it appears to add that email or group of emails to the To field.  If there are multiple email records associated with the client, Present will show all the email addresses, allowing you to choose the address to send it to.