The steps required to send a message to an individual have not changed with the new interface. There is, however, a slight change to the work flow with the introduction of the grid view in place of pull-down menus on the Send Home page.
Just like with the old interface, your first step is to click the Send tab. This takes you to the Send Home Page featuring Real Magnet’s new grid view format. These grids are found throughout the new interface, perhaps most notably on the home pages of each Real Magnet tab. The screen shots below compare the old and new Send Home Pages:
Before: Send Home Page

After: Send Home Page

To send a message to an individual, click the Send Email to Individual link in the left navigation pane. Next, choose the message you want to send by either double clicking on the message’s line item, or by clicking the line item one time and selecting the Send icon
in the upper left corner. This takes you to the Send Email to Individual page. Add values to the Send To, From Field, Subject Line, and Bill Code (optional) fields and click Submit. Your message will be sent to the recipients in the Send To field. The screen shots below compare the Send Email to Individual pages of the old and new interface.
Before: Send Email to Individual Page

After: Send Email to Individual Page

This completes this tutorial. Throughout the months of April and May, Real Magnet is offering multiple webinars demonstrating the new redesign. They’re free so click here to register. As always, we encourage you to contact customer support with any questions. Email support@realmagnet.com or call 301-652-5074.





