Send an Email to Multiple Recipients

Before You Use This Article

• Access needed: Permission to connect or manage email settings for your Load Manager user or company.
• Use this article when: you are connecting or troubleshooting an email account used to send Load Manager documents, updates, invoices, or dispatch paperwork.
• Use a different article when: you are changing a login password instead of email sending settings; use Reset or Change a User Login Password. If you are choosing a full setup path, start with Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.

When emailing documents from Load Manager, you can send to more than one recipient from the email window. This works for common email workflows such as invoices, rate confirmations, dispatch reports, BOLs, load update emails, and document emails.

Before you start: You need permission to manage email settings for your user or company.

Enter Multiple Recipients Manually

1. Open the document or email window you want to send.
2. In the Send To or To field, enter each email address separated by a comma.
3. Review the From, Subject, and message text.
4. Click Send.

Example:

billing@company.com, manager@company.com

Use Cc or Bcc

Many Load Manager email windows include Cc and Bcc options. Use these when a recipient should receive a copy but should not be part of the main Send To or To list.

1. Open the email window.
2. Click Cc or Bcc if those options are available.
3. Enter the additional email addresses.
4. Click Send.

Store Multiple Recipients on a Record

If the same recipients should appear automatically, store the addresses on the related customer, carrier, or contact record.

1. Open the customer, carrier, or contact record.
2. Find the email field used by your workflow.
3. Enter multiple email addresses separated by commas.
4. Click Save.
5. Open the related email window and confirm the recipients populate as expected.

Some automated recipient lists may appear separated by semicolons. You can leave those auto-populated recipients in place. When typing addresses manually, use commas between addresses.

Customer Contacts for Load Status Updates

For load status update emails, customer contacts can be marked to receive status updates. When the customer option is selected in Default Emails for Load Status Updates, Load Manager can use those contact email addresses when building the update email.

For setup details, see Configure Load Update Email Settings.

Troubleshooting

• If the email does not send, check that each address is formatted correctly.
• If one address is invalid, correct it before sending again.
• If recipients do not populate automatically, confirm the email addresses are saved on the correct customer, carrier, contact, or load record.
• If the email window says email settings are missing, review the sending user's email setup.
• If you do not see a Cc or Bcc field, use the fields available in that specific email window.

Related Articles

• Set Up Email
• How to set up Gmail in Load Manager TMS
• Customer Invoice and Quote Layout
• Configure Load Update Email Settings