How can an admin email all users?

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jzadra
jzadra ✭✭✭
edited 10/26/23 in Smartsheet Basics

I need to send some information to all of my company's smartsheet users. I can't find where to do that. It would also be nice if I could send to subgroups such as licensed users or unlicensed users.

Answers

  • jmyzk_cloudsmart_jp
    jmyzk_cloudsmart_jp ✭✭✭✭✭✭
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    Hi @jzadra

    How to Email All Users in Smartsheet

    Follow these steps to send an email to all users in your Smartsheet Account:😁

    1. Navigate to User Management.
    2. Under the 'More Action' dropdown, select 'Generate a Report' and choose 'User List.'
    3. Once the report is downloaded, create a sheet from this 'User list.'
      • Modify the sheet:Designate the 'Email' Column as a "Contact List."
      • Consider adding a new column named "send" and set it up as a checkbox column. This will serve as a trigger for the workflow.
      • Set up a workflow automation:Use the "Email" column to define recipients.
      • Use the "send" checkbox column to trigger the email workflow.
      • For more targeted emails:If you wish to email specific subgroups, like licensed or unlicensed users, utilize the "Licensed User" column to set conditions in your workflow.

    With these steps, you should be able to seamlessly send emails to all your Smartsheet users or specific groups as required.