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==Getting Started==
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Communication is a pivotal tool used everyday in your association to foster and maintain valuable relationships. ChamberMaster/GrowthZone offers the ability to communicate via email, SMS text, fax and print.
 
Communication is a pivotal tool used everyday in your association to foster and maintain valuable relationships. ChamberMaster/GrowthZone offers the ability to communicate via email, SMS text, fax and print.
  
If you are just getting started with the Communication module, watch this overview video. Otherwise, just scroll down for FAQ, Common Tasks, and this module's [[Communication_Topics|Help Documentation]].
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=='''<span style="color:#800080">E-mail Setup'''</span>==
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----
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==='''<span style="color:#800080">Unsubscribe Options'''</span>===
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----
  
<html>
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An Internal Disclaimer message may be configured to include on all Mass Emails or ALL Emails that are sent from ChamberMaster/MemberZone. Included in the disclaimer is a link that will give your members the option to un-subscribe from emails.
<iframe class="tscplayer_inline embeddedObject" name="tsc_player" scrolling="no" frameborder="0" type="text/html" style="overflow:hidden;" src="http://www.screencast.com/users/Micronet_Inc/folders/Default/media/bfe2f0f5-fef0-49ca-9fe2-e99f1a1f830f/embed" height="337" width="598" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>
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#Click '''Setup'''
</html>
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#Click '''General Options & Settings'''.
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#Expand the '''Email Server Settings''' section and scroll to the '''Public Disclaimer'''.
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#:[[File:Internal Disclaimber2.JPG|800px|center]]
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#:You may edit the message as desired, but the link to un-subscribe should not be altered.
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#'''Add Public Disclaimer to all Emails''' - select this option if you want to include the disclaimer on ALL emails generated through ChamberMaster.  This will include emails sent via Groups, Email to multiple members and individually sent emails. If no selection is made, then the public disclaimer will only be included on Mass emails.
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#'''Allow Unsubscribe from ALL Emails''' - select this option if you wish to allow recipients to un-subscribe from both mass emails and individual emails. NOTE: This would un-subscribe them from emails sent for billing purposes.
  
==Communication Basics==
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===='''<span style="color:#800080">Managing Opt-outs'''</span>====
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----
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===='''<span style="color:#800080">Member - Unsubscribing from Group Emails'''</span>====
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----
  
Letters, labels, faxes and emails may be created and sent from the software. Letters and faxes are created by selecting Form Letters in the Communications module which is used to create mass mailings, send faxes, or send communication out by preferred delivery method.
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When a mass email is sent to a group, clicking the link in the public disclaimer will allow the recipient to continue to receive emails for the group, opt-out of the group emails (NOTE: If the group has been configured to dis-allow opt-outs, they will be prompted to contact your organization), or to join additional groups.
  
Emails may be sent from many different places in the software - anywhere you find the email editor:
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[[File:Email Subscriptions Mass.JPG|center]]
  
*Members Module
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====='''<span style="color:#800080">Member - Unsubscribing from Mass Emails'''</span>=====
**General Tab
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----
**Reps Tab
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**Communications Tab
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**Email icon on the tool bar
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*Communications Module
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**New Email to Multiple Members
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**Email Member
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**Form Letters
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*Events Module
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**Sponsor Tab
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**Guest List Tab
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===Email Sending Options===
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A mass email (by definition an email sent to more than one person) may be sent through the communications tab, by selecting '''Email to Multiple Members''', or it may be created when sending Event Invites, etc. The public disclaimer will be included on these emails, and the recipient will have the ability to opt-out of all mass emails, subscribe to other lists, or continue to receive emails.  '''Note''': The recipient would continue to receive emailed billing transactions and any other emails sent to them individually.
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 +
[[File:Email Sub 2.JPG|center]]
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====='''<span style="color:#800080">Member - Unsubscribing from ALL Emails'''</span>=====
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----
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If you have selected '''Allow Unsubscribe from ALL Emails''' and included the public disclaimer on all emails, the recipient will have the ability to un-subscribe from all email communication whether sent from a group, a mass email (such as event invitations) or individually. This will include billing related emails.
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 +
[[File:Email Sub 3.JPG|center]]
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 +
 
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{| class="wikitable"
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|-
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|
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[[File:Smallest.png|25px]]
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| style="width: 100%"| '''NOTE:''' The Email Notifications (Additional Setting for Staff Admin) under Association Employees/Reps will be sent whether the member elects to unsubscribe from mass emails or all emails. The email sent to staff indicates what type of unsubscribe it was (Mass or All).
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|}
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 +
===='''<span style="color:#800080">Staff- Re-subscribing Members'''</span>====
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----
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 +
A member's subscription status is indicated by the [[File:Opt out icon 2.JPG]] icon through-out the software:
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*On a Group's roster Tab
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[[File:Optout Icon.JPG|center]]
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:To resubscribe the member:
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:#Click the [[File:Opt out icon 2.JPG]] icon. A list of all the groups the member is subscribed to will be displayed.
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:#:[[File:Resubscribe.JPG|center]]
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:#Deselect the check-box for the groups to which you wish to resubscribe the member.
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:#Click '''Save'''.
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*On the '''Rep''' tab, '''Group Participation List'''
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[[File:Group Participation.JPG|center]]
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:To resubscribe the member:
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:#Click the [[File:Opt out icon 2.JPG]] icon. A list of all the groups the member is subscribed to will be displayed.
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:#:[[File:Resubscribe.JPG|center]]
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:#Deselect the check-box for the groups to which you wish to resubscribe the member.
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:#Click '''Save'''.
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*When sending an email, if the member has unsubscribed it will be displayed in the email
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[[File:Email Unsubscribed.JPG|center]]
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 +
===='''<span style="color:#800080">Manage Unsubscribed Emails Report'''</span>====
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----
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You can view a list of all members who have unsubscribed from emails, and resubscribe them from the '''Manage Unsubscribed Email''' report.
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 +
#Click '''Communications''' in the left-hand menu.
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#Click '''Manage Unsubscribed Emails''' in the '''Monitor and Manage Communication''' section.
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#:[[File:Unsubsribed Report.JPG|center]]
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To resubscribe a member:
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#Click the '''Manage Subscriptions''' button.
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#:[[File:Select Rep.JPG|center]]
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#Enter any part of '''First Name''', '''Last Name''' or '''Email Address''' of the Rep to re-subscribe. The system will search for and find the appropriate rep.
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#A list of the the groups the rep belongs to will be displayed allowing you to resubscribe.
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====Staff - Enter Email Opt-Out requests on behalf of your members====
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If a member calls in and asks to be removed from all emails, you can now enter the opt-out selection for them. Access '''Communication''' &#10141; '''Manage Unsubscribed Emails''' and select '''Manage Subscriptions'''. You may also opt a member '''BACK-IN''' if they desire. 
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Also available under that selection you'll find a list of all unsubscribed email addresses where you may click the email address and deselect the '''Opt-Out''' checkbox for any selection where the email address should be re-subscribed (a feature that has been available for quite some time already).
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<html><img src="http://supportwiki.micronetonline.com/images/c/ca/Unsubscribe0115.jpg" style="width:600px" /></html>
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==='''<span style="color:#800080">Email Relay Service'''</span>===
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----
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In Outlook (or whatever email program you use), include your association's unique archive address as a BCC.  The software will receive the email, and look at the address sent/replied to and place it on the communication history of the associated member. Emails with addresses that are not recognized will still be archived but placed under '''Communication -> Manage Unmatched Archive Emails''' where you can go to view and manually match them to the appropriate member.
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[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.2.jpg|center]]
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In the example above this email will be recorded on the member record that has the email address of Joshua.johnson@gvpiping.com
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Find your association’s domain address under the '''Email Server Settings''' section under '''Setup -> General Options and Settings'''.'''NOTE:''' Must be logged in with Administrator permissions
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[[File:Relay service.JPG|center]]
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 +
'''Notes:'''
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*To use the archive feature, you must be sending the email from an email address that is listed as a staff email address under Setup -> Employee/Reps.
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*Emails forwarded or cc'd to archive@youraname when multiple members/reps in your database share the same recipient address will be recorded in  Communication --> Unmatched Archive Emails.
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*In cases where there are two reps with an identical email address that belong to the same member, it will be recorded on that member’s history.
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*In cases where two reps with identical email address belong to two different  members, the archived email will still go to the unmatched archive email list.
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 +
{| class="wikitable"
 +
|-
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|
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[[File:One Row.png|25px]]
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| style="width: 100%"| '''Caution''': The archive@ email address should only be included in the bcc line when you are using outlook outside of ChamberMaster/MemberZone. If you are selecting the '''Edit with Outlook''' option from within the software, it is not necessary to include. If you do include in the bcc, the system will attempt to "double-archive" which will result in an error indicating the message has not been received, when it actually may have.
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|}
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 +
==Email Sending Options==
 
Once email recipients are selected in ChamberMaster/GrowthZone, there are two methods of sending the email.
 
Once email recipients are selected in ChamberMaster/GrowthZone, there are two methods of sending the email.
 
:#Using ChamberMaster/GrowthZone's built in email tool.
 
:#Using ChamberMaster/GrowthZone's built in email tool.
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[[Category: Communication]]
 
[[Category: Communication]]
  
===Archive emails (record) in the database even when not logged in===
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====Archive emails (record) in the database even when not logged in====
  
 
In Outlook (or whatever email program you use), include your association's unique archive address as a BCC.  The software will receive the email, and look at the address sent/replied to and place it on the communication history of the associated member. Emails with addresses that are not recognized will still be archived but placed under '''Communication -> Manage Unmatched Archive Emails''' where you can go to view and manually match them to the appropriate member.
 
In Outlook (or whatever email program you use), include your association's unique archive address as a BCC.  The software will receive the email, and look at the address sent/replied to and place it on the communication history of the associated member. Emails with addresses that are not recognized will still be archived but placed under '''Communication -> Manage Unmatched Archive Emails''' where you can go to view and manually match them to the appropriate member.
  
<div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0AJB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.2.jpg]]</span></div>
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See '''[[Communication#Email_Relay_Service|Email Relay Service]]''' for information on finding your association's domain address.
  <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E06IB0HA">Figure 1-2 Example of including archive address when sending email</span></div>
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Find your association’s domain address under the '''Email Server Settings''' section under '''Setup -> General Options and Settings'''.'''NOTE:''' Must be logged in with Administrator permissions
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E05IB0HA">In the example above (Figure 1-2) this email will be recorded on the member record that has the email address of Joshua.johnson@gvpiping.com</span></div>
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  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04IB0HA">Find your association’s domain address under the </span><span style="font-weight: bold;">Email Server Settings</span> section under <span style="font-weight: bold;">Setup-&gt;General Options and Settings</span>.*</div>
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  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span style="font-size: 9pt;"><span id="wwpID0E03IB0HA">*Must be logged in with Administrator permissions</span></span></div>
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  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E02IB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.3.jpg]]</span></div>
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  <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E01IB0HA">Figure 1-3 Look up your domain name</span></div>
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  <div style="color: #5F497A; font-family: arial; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0ZIB0HA">Notes: </span></div>
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  <div style="margin-left: 0pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
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        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0YIB0HA">To use the archive feature, you must be sending the email from an email address that is listed as a staff email address under Setup-&gt;Employee/Reps.</span></div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 0pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
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        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0XIB0HA">Emails forwarded or cc'd to archive@youraname when multiple members/reps in your database share the same recipient address will be recorded in </span><span style="font-weight: bold;">Communication -&gt;Unmatched Archive Emails</span>.  </div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 0pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
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        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0WIB0HA">In cases where there are two reps with an identical email address that belong to the </span><span style="text-decoration: underline;">same</span> member, it will be recorded on that member’s history.  </div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 0pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
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        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0VIB0HA">In cases where two reps with identical email address belong to two </span><span style="text-decoration: underline;">different</span> members, the archived email will still go to the unmatched archive email list.</div></td>
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      </tr>
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    </table>
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  </div>
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[[Category:Communication]]
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===Quick Guide to Sending an Email===
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=='''<span style="color:#800080">Communication Tasks'''</span>==
<div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0TIB0HA">Send an email from the software</span></div>
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----
  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SIB0HA">Locate one of the screens mentioned in “</span><span style="font-family: Calibri; font-size: 11pt;">Communication Basics</span>” and click the email selection.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RIB0HA">If applicable, select </span><span style="font-weight: bold;">Email with ChamberMaster / GrowthZone</span>.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QIB0HA">If sending from the </span><span style="font-weight: bold;">Communication</span> module using <span style="font-weight: bold;">New Email to Multiple Members</span> or <span style="font-weight: bold;">Form Letters</span>, you will need to <span style="font-family: Calibri; font-size: 11pt;">select the desired recipients first</span>.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0PIB0HA">Create the email and click </span><span style="font-weight: bold;">Send Email Now </span>or <span style="font-family: Calibri; font-size: 11pt; font-weight: bold;">Send Email Later*</span>. </div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OIB0HA">ChamberMaster/GrowthZone will send the email immediately or at the scheduled time and record it on the </span><span style="font-weight: bold;">Communication</span> tab of the member’s record. </div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0NIB0HA">Note: All emails sent from ChamberMaster/GrowthZone are sent BCC to the recipients.</span></div>
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  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0MIB0HA">*Available only for those with Plus or greater edition </span></div>
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  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0LIB0HA">Send an email from your own program but through the software</span></div>
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  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KIB0HA">Locate one of the screens mentioned in “</span><span style="font-family: Calibri; font-size: 11pt;">Communication Basics</span>” that is marked with an * (asterisk) and click the email selection.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JIB0HA">Select </span><span style="font-weight: bold;">Email with Outlook</span>.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IIB0HA">If sending from the </span><span style="font-weight: bold;">Communication</span> module using <span style="font-weight: bold;">New Email to Multiple Members</span>, you will need to <span style="font-family: Calibri; font-size: 11pt;">select the desired recipients first</span>.  </div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HIB0HA">Create the email using features and selections from your own email program and send the email.  </span></div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GIB0HA">ChamberMaster/GrowthZone will automatically record it on the </span><span style="font-weight: bold;">Communication</span> tab of the member’s record.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0FIB0HA">Emails sent in this manner will be sent to the -selected recipients as BCC recipients. You may add your own personal CCs or BCCs as desired. This email will be recorded on the members’ communication history.  Initial replies from the recipients will also be recorded as long as nothing is changed in the email header such as the Send to:, Subject line etc. Consider the record of the reply as a bonus and not something that can be relied on.</span></div>
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[[Category:Communication]]
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A Task may be selected when sending an email or creating a Communication entry. It identifies (for internal use) the subject or category of the correspondence that is being created. All communication may be filtered by Task to view communication across all members that relate to one task.
 +
 
 +
==='''<span style="color:#800080">Add a New Communication Task'''</span>===
 +
----
 +
 
 +
#Click '''Setup''' in the left-hand navigation panel.
 +
#Click '''Correspondence Categories''' in the '''Member Options''' section.
 +
#:[[File:Correspondance Cats.jpg|800px|center]]
 +
#Enter '''New Category Name''' for your new task.
 +
#Click '''Add Category'''.
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' You can also create new tasks/categories "on the fly" from any members communication tab by clicking on the '''Tasks/Categories''' hyper-link in the '''Member Correspondence''' section.
 +
|}
 +
 
 +
 
 +
==Quick Guide to Sending an Email==
 +
Send an email from the software
 +
 
 +
#Locate one of the screens mentioned in '''Communication Basics''' and click the email selection.
 +
#If applicable, select '''Email with ChamberMaster'''
 +
#If sending from the  Communication  module using  New Email to Multiple Members  or  Form Letters, you will need to select the desired recipients first</span>.
 +
#Create the email and click '''Send Email Now'''  or '''Send Email Later''' (Available only for those with Plus or greater edition).
 +
#ChamberMaster  will send the email immediately or at the scheduled time and record it on the '''Communication'''  tab of the member’s record.
 +
 
 +
'''Note''': All emails sent from ChamberMaster/MemberZone are sent BCC to the recipients.
 +
 
 +
Send an email using your own email program but through the software
 +
#Locate one of the screens mentioned in '''Communication Basics'''  that is marked with an * (asterisk) and click the email selection.
 +
#Select '''Email with Outlook'''.
 +
#If sending from the '''Communication'''  module using '''New Email to Multiple Members''', you will need to select the desired recipients first.
 +
#Create the email using features and selections from your own email program and send the email. 
 +
 
 +
ChamberMaster will automatically record the email on the '''Communication''' tab of the member’s record. Emails sent in this manner will be sent to the -selected recipients as BCC recipients. You may add your own personal CCs or BCCs as desired. This email will be recorded on the members’ communication history.  Initial replies from the recipients will also be recorded as long as nothing is changed in the email header such as the Send to:, Subject line etc. Consider the record of the reply as a bonus and not something that can be relied on.
 +
 
 +
'''NOTES:'''
 +
*Due to email size limitations imposed by many ISPs in battling spam, the email editor displays an email content size indicator that updates as you type.  It also displays the maximum email size left available.  Since email addresses also use some available byte size, ChamberMaster determines this maximum remaining email size after addressees have been selected. 
 +
*The recommended method of sending documents to your members is by linking to them within the body of the email rather than by appending them to your email message.  ChamberMaster provides unlimited storage space for any documents which you would like to upload and link to in your email messages. See '''Adding an Attachment'''.
 +
*Note that ChamberMaster limits both the individual attachment size and the total communication size for email messages sent via the communication module.  The total communication size is calculated as: number of recipients  x  (message size + attachment size) = total communication size.
 +
*The primary factor in staying under the size limits is the number of recipients to whom you are sending the message.  This means that "in a pinch", dividing the recipient
  
 
===Send a Mass Email===
 
===Send a Mass Email===
<div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CIB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BIB0HA">Click </span><span style="font-weight: bold;">New Email to Multiple Members</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AIB0HA">Select desired recipients</span></span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06HB0HA">Click </span><span style="font-weight: bold;">remove</span>  next to those identified as having no contact info, duplicate emails, or invalid emails.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E05HB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_a_Mass_Email-Communication.1.006.1.jpg]]</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04HB0HA">Click </span><span style="font-weight: bold;">Edit with ChamberMaster</span>.*</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03HB0HA">Compose the email message</span></span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02HB0HA">Click </span><span style="font-weight: bold;">Send Email Now </span>or <span style="font-family: Calibri; font-size: 11pt; font-weight: bold;">Send Email Later</span>.**</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E01HB0HA">*If desiring to send this email using your own email program, click </span><span style="font-weight: bold;">Edit with Outlook</span>.  <span style="font-family: Calibri; font-size: 11pt;">Check out the reasons</span> for sending from ChamberMaster vs. your own program.</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0ZHB0HA">**Available only for those with ChamberMaster Plus</span></div>
 
  
[[Category:Communication]]
+
#Click '''Communication''' in the left-hand menu.
 +
#Click '''New Email to Multiple Members'''.
 +
#:[[File:Choose Email Recipients.JPG|center]]
 +
#Select desired recipients. '''NOTE:''' Addresses selected under the '''Add Members''' heading will use the contact information found on the '''General''' tab of the member’s record. Addressees selected under the '''Add Representatives''' heading will use the contact information found on the '''Reps''' tab of the selected individual rep.
 +
#Note any details of the email addresses displayed:
 +
#:*'''Invalid email addresses have been quarantined'''. This provides you with a notification that invalide emails address were found in your database. You can click on the '''View Quarantined Emails''' link to view a list of the invalid email addresses.
 +
#:*'''Contact has no email address''' - if this notification is displayed, you may click on '''<<edit address>>''' in the Email Recipients list to add the email address '''OR''' click the '''remove''' link to remove the recipient from the list.
 +
#:*'''Email occurs multiple times''' - if this notification is displayed, you can click the '''remove''' link to remove the duplicates from the email recipients list.
 +
#Click '''Edit with ChamberMaster''' or '''Edit with Outlook''' (if you wish to send this email using your own email program)
 +
#Compose the email message.
 +
#Click '''Send Email Now''' or '''Send Email Later''' (Available only for those with ChamberMaster Plus).
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' If you choose to send a copy to yourself, an attachment will be automatically included with the names/emails of all recipients. This attachment is only sent to you, not the recipients. With that in mind, be cautious if forwarding the mail to others.
 +
|}
  
 
===Schedule an Email===
 
===Schedule an Email===
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E0XHB0HA">Available only for those with Plus or greater</span></div>
+
''Available only for those with ChamberMaster Plus or greater''
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WHB0HA">Locate one of the screens mentioned in “</span><span style="font-family: Calibri; font-size: 11pt;">Communication Basics</span>” and click the email selection.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VHB0HA">If applicable, select </span><span style="font-weight: bold;">Email with ChamberMaster</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UHB0HA">If sending from the </span><span style="font-weight: bold;">Communication</span> module using <span style="font-weight: bold;">New Email to Multiple Members</span> or <span style="font-weight: bold;">Form Letters</span>, you will need to <span style="font-family: Calibri; font-size: 11pt;">select the desired recipients first</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0THB0HA">Create the email and click </span><span style="font-weight: bold;">Send Email Later</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SHB0HA">Select the desired date and time for the email to be sent.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0RHB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Schedule_an_Email-Communication.1.007.1.jpg]]</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QHB0HA">Click </span><span style="font-weight: bold;">Schedule</span>. </div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0PHB0HA">Click OK.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OHB0HA">ChamberMaster will send the email at the scheduled time and record it on the </span><span style="font-weight: bold;">Communication</span> tab of the member’s record. </div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NHB0HA">To view the scheduled email to edit or delete, click </span><span style="font-weight: bold;">Communication</span> and click <span style="font-weight: bold;">Manage Scheduled Email Messages</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0MHB0HA"> </span></div>
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0LHB0HA">Edit the content or change time of scheduled email</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KHB0HA">Click </span><span style="font-weight: bold;">Communication</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JHB0HA">Click </span><span style="font-weight: bold;">Manage Scheduled Email Messages</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-left: 36pt; text-indent: -18pt;"><span id="wwpID0E0IHB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Schedule_an_Email-Communication.1.007.2.jpg]]</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HHB0HA">Click Edit to edit the content or change the delivery time.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0GHB0HA"> </span></div>
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0FHB0HA">Delete a scheduled email</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EHB0HA">Click </span><span style="font-weight: bold;">Communication</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DHB0HA">Click </span><span style="font-weight: bold;">Manage Scheduled Email Messages</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-left: 36pt; text-indent: -18pt;"><span id="wwpID0E0CHB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Schedule_an_Email-Communication.1.007.3.jpg]]</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BHB0HA">Click </span><span style="font-weight: bold;">Delete</span> to remove the email from the delivery schedule.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-left: 36pt; text-indent: -18pt;"><span id="wwpID0E0AHB0HA"> </span></div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E06GB0HA">If the email scheduler is not successful in sending the email to the email server, you will see a message next to the failed message “Scheduled delivery failed, please reschedule.”  If you have taken care of sending the email through another means, click Delete.  If you wish to schedule or send the email now, click Edit.  Make desired changes and either Send Email Now or Send Email Later.  If the error message continues to appear after attempting to re-send, contact support@micronetonline.com</span></div>
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E05GB0HA">View Past Scheduled Emails</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04GB0HA">You may view emails that have been scheduled to ensure that they actually were scheduled.  If you’d like to reschedule the email, you may do that here.</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03GB0HA">Click </span><span style="font-weight: bold;">Communication</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02GB0HA">Click </span><span style="font-weight: bold;">Manage Scheduled Email Messages</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01GB0HA">Click the </span><span style="font-weight: bold;">Past Scheduled Emails</span> tab.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0ZGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Schedule_an_Email-Communication.1.007.4.jpg]]</span></div>
+
  
[[Category:Communication]]
+
#Locate one of the screens mentioned in '''Communication Basics'''  and click the email selection.
 +
#If applicable, select '''Email with ChamberMaster'''.
 +
#If sending from the '''Communication''' module using '''New Email to Multiple Members''' or '''Form Letters''', you will need to select the desired recipients first.
 +
#Create the email and click '''Send Email Later'''.
 +
#Select the desired date and time for the email to be sent.
 +
#:[[Image:Sched Email Delivery Options.JPG|center]]  
 +
#Click '''Schedule'''.
 +
#Click '''OK'''.
  
===Send Communication by Delivery Preference===
+
ChamberMaster will send the email at the scheduled time and record it on the '''Communication''' tab of the member’s record.  
<div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0XGB0HA">A single communication piece may be sent out to members by their preference of delivery: mail, fax, or email.  When using the </span><span style="font-weight: bold;">Preferred communication type</span> selection under <span style="font-weight: bold;">Communication-&gt;Form Letters</span> the appropriate output will be developed for each recipient based on the member’s database fields.</div>
+
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0WGB0HA">If addressees are selected as individual reps (by choosing the selections in the </span><span style="font-weight: bold;">Add Representatives</span> section) the preference as specified on their <span style="font-weight: bold;">Reps</span> tab in the <span style="font-weight: bold;">Contact Preference</span> field will be used.  </div>
+
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0VGB0HA">If addressees are selected as member companies (by choosing the selections in the </span><span style="font-weight: bold;">Add Members</span> section) the preference will be determined automatically according to the information specified on their <span style="font-weight: bold;">General</span> tab.  If an email address exists, this will be the automatic first preference.  If no email address exists, a complete mailing address would qualify as the next preference.  Fax would be the last automatic preference. See FAQ “<span style="font-family: arial; font-size: 11pt;">How is the Contact Preference Used on the Reps tab</span>?”</div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">1. </div></td>
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        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0UGB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">2. </div></td>
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        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0TGB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">3. </div></td>
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        <td><div style="font-family: arial; font-size: 11pt;"><span style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0SGB0HA">Select desired recipients</span></span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">4. </div></td>
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        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0RGB0HA">Select </span><span style="font-weight: bold;">Preferred Communication Type</span> as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">5. </div></td>
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        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0QGB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Preferred Communication Type</span> as having no contact info, duplicate, or invalid info.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.1.jpg]]</span></div>
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  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">6. </div></td>
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        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0OGB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">7. </div></td>
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        <td><div style="font-family: arial; font-size: 11pt;"><span style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0NGB0HA">Compose the letter</span></span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">8. </div></td>
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        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0MGB0HA">Click </span><span style="font-weight: bold;">Print Letters, </span>complete the <span style="font-weight: bold;">Print Options</span> selections and click <span style="font-weight: bold;">Continue</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0LGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.2.jpg]]</span></div>
+
  <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0KGB0HA">Figure 1-4 Print Options selections</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">9. </div></td>
+
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0JGB0HA">Preview the letters on-screen.  Select </span><span style="font-weight: bold;">Print Preview</span> if desired to view the formatted output and <span style="font-family: arial; font-size: 11pt;">remove unwanted headers and footers</span> if applicable.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">10. </div></td>
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        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0IGB0HA">Close the letter-printing windows and return to the letter composition window.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">11. </div></td>
+
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0HGB0HA">Click </span><span style="font-weight: bold;">Print Labels, </span>complete the <span style="font-weight: bold;">Mailing Label Options</span> selections and click <span style="font-weight: bold;">Continue</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0GGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.3.jpg]]</span></div>
+
  <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0FGB0HA">Figure 1-5 Mailing Label Options</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">12. </div></td>
+
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0EGB0HA">Preview the labels on-screen and then select to print. Ensure that your print selections are set with </span><span style="font-family: arial; font-size: 11pt; font-weight: bold;">Page Scaling</span><span style="font-family: arial; font-size: 11pt;"> set to </span><span style="font-family: arial; font-size: 11pt; font-weight: bold;">None</span>. </div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">13. </div></td>
+
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0DGB0HA">Close the label-printing windows and return to the letter composition window.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">14. </div></td>
+
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0CGB0HA">Click </span><span style="font-weight: bold;">Continue&gt;&gt;Faxes</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0BGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.4.jpg]]</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">15. </div></td>
+
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0AGB0HA">Make any modifications to the </span><span style="font-family: arial; font-size: 11pt;">fax output</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">16. </div></td>
+
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E06FB0HA">Click </span><span style="font-weight: bold;">Print Fax Content</span> and/or <span style="font-weight: bold;">Download Fax List</span>.  Read more information on <span style="font-family: arial; font-size: 11pt;">fax output options</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E05FB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.5.jpg]]</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">17. </div></td>
+
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E04FB0HA">Click </span><span style="font-weight: bold;">Continue&gt;&gt;Emails</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E03FB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.6.jpg]]</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">18. </div></td>
+
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E02FB0HA">Make any modifications to the </span><span style="font-family: arial; font-size: 11pt;">email output</span>. Make sure to type a subject line.  <span style="font-family: arial; font-size: 11pt;">Add attachments</span> and links as desired.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">19. </div></td>
+
        <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E01FB0HA">Click </span><span style="font-weight: bold;">Send Email</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0ZFB0HA"> </span></div>
+
  
[[Category:Communication]]
+
To view the scheduled email to edit or delete, click '''Communication''' in the left hand menu, and click '''Manage Scheduled Email Messages'''.
  
====Selecting Recipients====
+
====Edit the content or change time of scheduled email====
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0XFB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selecting_Recipients-Communication.1.009.1.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0WFB0HA">Figure 1-6 </span></span>– Screen one when using <span style="font-weight: bold;">Communicaton-&gt;Form Letters</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0VFB0HA">This screen displays when selecting multiple recipients.  The specific example in Figure 1-3 is when using </span><span style="font-weight: bold;">Communication-&gt;Form Letters</span>.  The description below also describes the selection screen when using <span style="font-weight: bold;">Communication-&gt;New Email to Multiple Members</span> except that no delivery method may be selected; email is assumed.</div>
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt;"><span id="wwpID0E0UFB0HA">General explanation:</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0TFB0HA">Addressees selected under the </span><span style="font-weight: bold;">Add Members</span> heading will use the contact information found on the <span style="font-weight: bold;">General</span> tab of the member’s record.</div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0SFB0HA">Addressees selected under the </span><span style="font-weight: bold;">Add Representatives</span> heading will use the contact information found on the <span style="font-weight: bold;">Reps</span> tab of the selected individual rep.</div>
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt;"><span id="wwpID0E0RFB0HA">When using Communication-&gt;Form Letters selection:</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0QFB0HA">ChamberMaster allows you to create a single communication piece but choose to send it in multiple ways - - by email, fax, or mail.  Selection of delivery method also includes a </span><span style="font-weight: bold;">Preferred communication type</span> selection which generates the appropriate delivery method for each recipient based on the member’s database fields.</div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0PFB0HA">When </span><span style="font-weight: bold;">Preferred Communication Type</span> is selected, addressees selected as individual reps will use the preference as specified on their <span style="font-weight: bold;">Reps</span> tab.  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0OFB0HA">Preferred method for addressees selected by member name will be determined automatically according to the information specified on their </span><span style="font-weight: bold;">General</span> tab.  If an email address exists, this will be the automatic first preference.  If no email address exists, a complete mailing address would qualify as the next preference.  Fax would be the last automatic preference.</div>
+
  
[[Category:Communication]]
+
#Click '''Communication''' in the left hand menu.
 +
#Click '''Manage Scheduled Email Messages'''.
 +
#:[[Image:Sched Email Report.JPG|center]]  
 +
#Click '''Edit''' to edit the content or change the delivery time.
  
====Composing a Letter====
+
====Delete a scheduled email====
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0MFB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Composing_a_Letter-Communication.1.010.1.jpg]]</span></div>
+
#Click '''Communication''' in the left hand menu.
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0LFB0HA">Figure 1-7</span></span> –Composing a letter</div>
+
#Click '''Manage Scheduled Email Messages'''.
 +
#:[[Image:Sched Email Report.JPG|center]]  
 +
#Click '''Delete''' to remove the email from the delivery schedule.
  
====Composing an Email Message====
+
If the email scheduler is not successful in sending the email to the email server, you will see a message next to the failed message “Scheduled delivery failed, please reschedule.”  If you have taken care of sending the email through another means, click Delete. If you wish to schedule or send the email now, click EditMake desired changes and either Send Email Now or Send Email LaterIf the error message continues to appear after attempting to re-send, contact support@growthzone.com
<div xmlns="http://www.w3.org/1999/xhtml">
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0JFB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Composing_an_Email_Message-Communication.1.011.1.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0IFB0HA">Figure 1-8</span></span> – Composing an Email message</div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0HFB0HA">Due to email size limitations imposed by many ISPs in battling spam, the email editor displays an email content size indicator that updates as you type.  It also displays the maximum email size left available.  Since email addresses also use some available byte size, ChamberMaster determines this maximum remaining email size after addressees have been selected.  If a large attachment is also desired, select to upload the attachment to the ChamberMaster server instead of the traditional method of attachment. See “</span><span style="font-family: Calibri; font-size: 11pt;">Adding an Attachment</span>.</div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0GFB0HA">Note that ChamberMaster limits both the individual attachment size and the total communication size for email messages sent via the communication module. The total communication size is calculated as:</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0FFB0HA">number of recipients  x  (message size + attachment size) = total communication size</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0EFB0HA">The primary factor in staying under the size limits is the number of recipients to whom you are sending the message.  This means that "in a pinch", dividing the recipient list into two or more groups should sufficiently reduce the size of the total communication package such that it will be sent.</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0DFB0HA">The recommended method of sending documents to your members is by linking to them within the body of the email rather than by appending them to your email messageChamberMaster provides unlimited storage space for any documents which you would like to upload and link to in your email messagesSee “</span><span style="font-family: Calibri; font-size: 11pt;">Adding an Attachment</span>.”</div>
+
</div>
+
  
[[Category:Communication]]
+
====View Past Scheduled Emails====
  
====Composing Fax Output====
+
You may view emails that have been scheduled to ensure that they actually were scheduled.  If you’d like to reschedule the email, you may do that here as well.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0BFB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Composing_Fax_Output-Communication.1.012.1.jpg]]</span></div>
+
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0AFB0HA">Figure 1-9</span></span> – Composing Fax output</div>
+
#Click '''Communication''' in the left hand menu.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E06EB0HA">Fax communication is not faxed directly from within ChamberMaster.  Instead, ChamberMaster produces the output that may either be printed and inserted into your own fax machine or downloaded and saved to a file that may be imported into popular fax software programs like </span><span style="font-style: italic;">WinFax Pro</span>.  ChamberMaster also supports a number of Internet Fax services.  Contact <span style="color: #003366; font-size: 12pt; text-decoration: underline;">[[mailto:support@chambermaster.com|support@chambermaster.com]]</span> to see if your provider is supported.</div>
+
#Click '''Manage Scheduled Email Messages'''.
 +
#Click the '''Past Scheduled Emails''' tab.
 +
 
 +
===Send Communication by Delivery Preference===
 +
 
 +
A single communication piece may be sent out to members by their preference of delivery: mail, fax, or email.  When using the '''Preferred communication''' type Communication -> Form Letters the appropriate output will be developed for each recipient based on the member’s database fields.
 +
If addressees are selected as individual reps (by choosing the selections in the '''Add Representatives''' section) the preference as specified on their '''Reps''' tab in the '''Contact Preference''' field will be used. If addressees are selected as member companies (by choosing the selections in the '''Add Members'''  section) the preference will be determined automatically according to the information specified on their '''General''' tab.  If an email address exists, this will be the automatic first preference.  If no email address exists, a complete mailing address would qualify as the next preference.  Fax would be the last automatic preference. See FAQ '''How is the Contact Preference Used''' on the Reps tab?
 +
 
 +
#Click '''Communication'''  in the left-hand menu.
 +
#Click '''Form Letters'''.
 +
#:[[File:Choose Contacts.JPG|center]]
 +
#Select desired recipients. '''NOTE:''' Addresses selected under the '''Add Members''' heading will use the contact information found on the '''General''' tab of the member’s record. *Addressees selected under the '''Add Representatives''' heading will use the contact information found on the '''Reps''' tab of the selected individual rep.
 +
#Select '''Preferred Communication Type''' as the way to '''Distribute By:'''
 +
#If applicable, click remove next to those identified under '''Preferred Communication Type''' as having no contact info, duplicate, or invalid info.
 +
#Click '''Continue''' and compose the content of the letter.
 +
#*'''Step 1 - Create Mailings''' - this allows you to create print letters. 
 +
#**Click '''Print Letters''', choose your '''Print Options selections and click '''Continue''' to print your letters.
 +
#**Close the letter-printing windows and return to the letter composition window.
 +
#(Optional) Click '''Print Labels''' and complete the '''Mailing Label Options''' selections and click '''Continue'''.
 +
#Close the label-printing windows and return to the letter composition window.
 +
#Click '''Continue>>Faxes'''
 +
#*'''Step 2 - Faxes''' - this allows you to fax the letter to those whose preference is to receive communications via fax.
 +
#:'''NOTE''': Fax communication is not faxed directly from within ChamberMaster.  Instead, ChamberMaster produces the output that may either be printed and inserted into your own fax machine or downloaded and saved to a file that may be imported into popular fax software programs like ''WinFax Pro''.  ChamberMaster also supports a number of Internet Fax services.  Contact support@growthzone.com to see if your provider is supported.  
 +
#**Make any modifications to the fax output.
 +
#**Click '''Print Fax Content'''. Read more information on fax output options.
 +
#**Close the print fax content windows and return to the letter composition window.
 +
#Click '''Continue>>Emails'''.
 +
#*'''Step 3 - Emails''' - this allows you to email the letter to those whose preference is to receive communications via email.
 +
#**Make any modifications to the email output. Make sure to type a subject line. Add attachments and links as desired.
 +
#**Click '''Send Email'''.
  
 
===Send Communication Based on Custom Report Criteria===
 
===Send Communication Based on Custom Report Criteria===
Line 628: Line 306:
 
[[Category:Communication]]
 
[[Category:Communication]]
  
===Creating a Letter===
+
==Creating a Letter==
<div style="margin-left: 18pt;">
+
#Click '''Communication''' in the left-hand menu.  
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Click '''Form Letters'''.
      <tr valign="baseline">
+
#Select the desired recipients.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
#Select '''Mail Only''' in the '''Distribute By:''' section.  
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XEB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
#If applicable, click '''remove''' if mail address(es) have been identified as having no contact information, duplicate addresses, or invalid addresses.  
      </tr>
+
#Click '''Continue'''.
    </table>
+
#Click '''Print Letters''', complete the '''Print Options'''. Make sure to check the box to '''Save letter to communication log and type the desired communication log title.
  </div>
+
#:[[File:Print Options1.JPG|600px|center]]
  <div style="margin-left: 18pt;">
+
#Click '''Continue'''.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#You may '''Print Preview''' to view the formatted output and remove unwanted headers and footers</span> if applicable.  
      <tr valign="baseline">
+
#Close the letter-printing windows and return to the letter composition window.  
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
#Click '''Print Labels'''
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WEB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
+
#Complete the Mailing Label Options selections.
      </tr>
+
#Click '''Continue'''. Preview the labels on-screen is desired.
    </table>
+
#Click '''Print'''.  In the Print window that appears, ensure that '''Page Scaling''' is set to '''None'''.   
  </div>
+
#Close the label-printing windows and return to the letter composition window.  
  <div style="margin-left: 18pt;">
+
#Click '''Close'''.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VEB0HA">Select the desired recipients</span></span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UEB0HA">Select </span><span style="font-weight: bold;">Mail Only </span>as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TEB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Mail Only</span> as having no contact info, duplicate addresses, or invalid addresses.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SEB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0REB0HA">Compose the letter</span></span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QEB0HA">Click </span><span style="font-weight: bold;">Print Letters, </span>complete the <span style="font-weight: bold;">Print Options</span> selections and click <span style="font-weight: bold;">Continue</span>. </div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0PEB0HA">Make sure to check the box to </span><span style="font-weight: bold;">Save letter to communication log</span> and type the desired communication log title. In Figure 1-10 the entry will be saved as “Welcome to the Chamber”.</div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OEB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Letter-Communication.1.014.1.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0NEB0HA">Figure 1-10 Print Options selections</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MEB0HA">Preview the letters on-screen.  Select </span><span style="font-weight: bold;">Print Preview</span> if desired to view the formatted output and <span style="font-family: Calibri; font-size: 11pt;">remove unwanted headers and footers</span> if applicable.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LEB0HA">Close the letter-printing windows and return to the letter composition window.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KEB0HA">Click </span><span style="font-weight: bold;">Print Labels, </span>complete the <span style="font-weight: bold;">Mailing Label Options</span> selections and click <span style="font-weight: bold;">Continue</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0JEB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Letter-Communication.1.014.2.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0IEB0HA">Figure 1-11 Mailing Label Options</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HEB0HA">Preview the labels on-screen and then select to print.  In the </span><span style="font-weight: bold;">Print</span> window that appears, ensure that <span style="font-weight: bold;">Page Scaling </span>is set to <span style="font-weight: bold;">None</span>For specific selections based on your version of Adobe Reader, see “<span style="font-family: Calibri; font-size: 11pt;">Proper settings for label output</span>” below.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GEB0HA">Close the label-printing windows and return to the letter composition window.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">14. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FEB0HA">Click </span><span style="font-weight: bold;">Close</span>.</div></td>
+
      </tr>
+
    </table>
+
  
[[Category:Communication]]
 
  
 
===Create Mass Mailing Labels===
 
===Create Mass Mailing Labels===
Line 976: Line 554:
 
Your Adobe Reader version will determine what this setting will look like.
 
Your Adobe Reader version will determine what this setting will look like.
  
====Adobe Reader v. 8.0====
+
'''Adobe Reader v. 8.0'''
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0TCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._8.0-Communication.1.017.1.jpg]]</span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0TCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._8.0-Communication.1.017.1.jpg]]</span></div>
  
====Adobe Reader v. 7.0====
+
'''Adobe Reader v. 7.0'''
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0RCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._7.0-Communication.1.018.1.jpg]]</span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0RCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._7.0-Communication.1.018.1.jpg]]</span></div>
  
====Adobe Reader v. 6.0====
+
'''Adobe Reader v. 6.0'''
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._6.0-Communication.1.019.1.jpg]]</span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._6.0-Communication.1.019.1.jpg]]</span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OCB0HA"> </span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OCB0HA"> </span></div>
Line 1,300: Line 878:
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0TAB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Email_Disclaimer-Communication.1.022.1.jpg]]</span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0TAB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Email_Disclaimer-Communication.1.022.1.jpg]]</span></div>
  
===Adding an attachment===
+
==='''<span style="color:#800080">Adding an Attachment to an Email'''</span>===
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0RAB0HA">Increasingly when users send email attachments, ISP spam filters are identifying these innocent but potentially large attachments as spam. Consequently these emails and attachments never make it to their intended recipient. </span></div>
+
----
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0QAB0HA">Selecting the option to upload your attachment to a server will eliminate this frustrating problem. Once the file has been uploaded to the ChamberMaster server and selected, a link is generated and automatically placed inside your email allowing the recipient to click to receive their attachment.</span></div>
+
There are three options available for adding attachment to emails.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0PAB0HA">There are three options available when selecting </span><span style="font-weight: bold;">Add/Remove Attachment</span>:  </div>
+
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OAB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adding_an_attachment-Communication.1.023.1.jpg]]</span></div>
+
#'''Upload your attachment file to the ChamberMaster server and include a link to that file in your email''': '''This is best practice'''. Increasingly when users send email attachments, ISP spam filters are identifying these innocent but potentially large attachments as spam. Consequently these emails and attachments never make it to their intended recipient. With ChamberMaster/MemberZone, you have the ability to upload your attachment to the server. Once the file has been uploaded to the ChamberMaster server and selected, a link is generated and automatically placed inside your email allowing the recipient to click to receive their attachment.
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0NAB0HA">Figure 2-1</span></span> – Three attachment options</div>
+
#'''Include a link within the email to a file hosted on your chamber website''': This option allows the sender to create a hyperlink to documents or URLs located on other servers. A custom email link may also be generated using this selection. This selection is the same as the Insert/Edit Link icon available in the rich text editor, on the editor tool bar.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0MAB0HA">Œ</span><span style="color: #000000; font-family: Arial;"> </span><span style="color: #000000; font-family: Arial; font-weight: bold;">Upload your attachment file to the ChamberMaster server and include a link to that file in your email.</span><span style="color: #000000; font-family: Arial;"> - - produces an email that reduces the size by including a link to the file instead of actually sending the file.  Recipients of the email will retrieve the attachment from the secure ChamberMaster server by clicking the designated link within the email.  This selection is the same as the </span><span style="color: #000000; font-family: Arial; font-weight: bold;">Add an Attachment</span><span style="color: #000000; font-family: Arial;"> icon (</span>[[Image:Emails_Letters_and_Mailing_Lists-Adding_an_attachment-Communication.1.023.2.jpg]]<span style="color: #000000; font-family: Arial;">) on the editor tool bar.</span></div>
+
#'''Append your file to the email directly'''. The is the traditional way of sending attachments. This selection will send the document with the email, and is not recommended.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0LAB0HA"></span><span style="color: #000000; font-family: Arial;"> </span><span style="color: #000000; font-family: Arial; font-weight: bold;">Include a link within the email to a file hosted on your chamber website.</span><span style="color: #000000; font-family: Arial;"> - - allows the sender to create a hyperlink to documents or URLs located on other servers. A custom email link may also be generated using this selection. This selection is the same as the </span><span style="color: #000000; font-family: Arial; font-weight: bold;">Insert/Edit Link</span><span style="color: #000000; font-family: Arial;"> icon (</span>[[Image:Emails_Letters_and_Mailing_Lists-Adding_an_attachment-Communication.1.023.3.jpg]]<span style="font-family: &quot;Times New Roman&quot;;">) </span>on the editor tool bar.</div>
+
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0KAB0HA">Ž</span><span style="color: #000000; font-family: Arial;"> </span><span style="color: #000000; font-family: Arial; font-weight: bold;">Append your file to the email directly</span><span style="color: #000000; font-family: Arial;">. - - the traditional way of sending attachments.   This selection will send the document with the email</span></div>
+
Explained below are the steps for option 1, which is the recommended selection to reduce problems when sending through your ISP.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0JAB0HA">Explained below are the steps for option Œ, which is the recommended selection to reduce problems when sending through your ISP.</span></div>
+
 
====Sending an email with a link that will display the attachment====
+
===='''<span style="color:#800080">Upload your attachment file to the ChamberMaster server and include a link to that file in your email'''</span>====
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0HAB0HA">This selection is the same as the </span><span style="font-weight: bold;">Add an Attachment</span> icon ([[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.1.jpg]]) on the editor tool bar.</div>
+
----
  <div style="margin-left: 18pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#On the desired email, click the '''Add/Remove Attachment''' button.
      <tr valign="baseline">
+
#:[[File:Email Attachment.JPG|800px|center]]
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
#On the '''Add Email Attachments''' screen, '''Upload your attachment file to the ChamberMaster server and include a link to that file in your email.''' is enabled by default.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GAB0HA">Any time while </span><span style="font-family: Calibri; font-size: 11pt;">creating the desired email</span>, click <span style="font-weight: bold;">Add/Remove Attachments</span> ([[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.2.jpg]])</div></td>
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#:[[File:Add Email Attachment.JPG|900px|center]]
      </tr>
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#Click '''Continue'''. The '''Add an attachment''' dialog box will display.
    </table>
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#:[[File:Add an attachment.JPG|400px|center]]
  </div>
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#Enter the '''Text for Attachment Link:'''. This will be the text that appears in your email.
  <div style="margin-left: 18pt;">
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#Click the '''Browse''' button. Documents previously uploaded to the server will be displayed.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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#*Click the desired file and click '''Select'''.
      <tr valign="baseline">
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#::'''OR'''
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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#*Click the '''Choose File''' button, to browse to the desired file on your local system. Browse to the file, select your file and click Open. Then click the '''Upload''' button. Once uploaded, click the file and click '''Select'''. The URL of the document will be populated in the '''Attachment File URL:''' text box.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FAB0HA">Click </span><span style="font-weight: bold;">Upload your attachment file to the ChamberMaster server and include a link to that file in your email</span>. See Figure 2-2 below.</div></td>
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#Click '''OK'''.
      </tr>
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Your link text will now be populated in your email.
    </table>
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  </div>
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===='''<span style="color:#800080">Helping your Members with Email Links'''</span>====
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0EAB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.3.jpg]]</span></div>
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----
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0DAB0HA">Figure 2-2</span></span> Add Email Attachments</div>
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  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CAB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
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      </tr>
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    </table>
+
  </div>
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  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BAB0HA">Type the desired text in the </span><span style="font-weight: bold;">Text for Attachment Link</span> field.  Then click <span style="font-weight: bold;">Browse Server</span>. See Figure 2-3 below.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0AAB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.4.jpg]]</span></div>
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  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0660HA">Figure 2-3</span></span> – Add File Attachments</div>
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  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0560HA">Browse to the desired file and click it to select. See Figure 2-4 below.  Or you may upload a </span><span style="text-decoration: underline;">new</span> file to the ChamberMaster server by clicking Browse, browsing to the desired file, click to select, click Open, and then click <span style="font-weight: bold;">Upload</span>. See Figure 2-5 below.  Then you may click the desired file to select it. See Figure 2-4 again.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0460HA">[[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.5.jpg]]</span></div>
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  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0360HA">Figure 2-4</span></span> Browse to desired file</div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0260HA">[[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.6.jpg]]</span></div>
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  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0160HA">Figure 2-5 </span></span>Uploading your file</div>
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  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Z60HA">Click </span><span style="font-weight: bold;">OK</span>.  See Figure 2-6 below.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0Y60HA">[[Image:Emails_Letters_and_Mailing_Lists-Sending_an_email_with_a_link_that_will_display_t-Communication.1.024.7.jpg]]</span></div>
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  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0X60HA">Figure 2-6</span></span> The last step</div>
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====Turn on email links====
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When receiving an email that contains embedded hyperlinks (links), the recipient may have trouble accessing the links due to settings prohibiting these links within their own email program.  Many email programs disable access to these links by default in an attempt to alleviate phishing threats from un-trusted sources. To successfully open an embedded email link, the recipient may need to turn on the access to email links, either temporarily for a single email or globally for all emails.  
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0V60HA">When receiving an email that contains embedded hyperlinks (links), the recipient may have trouble accessing the links due to settings prohibiting these links within their own email program.  Many email programs disable access to these links by default in an attempt to alleviate phishing threats from untrusted sources.</span></div>
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The instructions below are when using Microsoft Outlook 2003 or 2007 but other email programs may contain similar selections.  Contact your email software provider for specifics related to your particular email program.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0U60HA">To successfully open an embedded email link, the recipient needs to turn on the access to email links, either temporarily for a single email or globally for all emails.</span></div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0T60HA">The instructions below are when using Microsoft Outlook 2003 or 2007 but other email programs may contain similar selections.  Contact your email software provider for specifics related to your particular email program.</span></div>
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====Possible error displayed when trying to open a link in Microsoft Outlook 2003====
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'''Possible error displayed when trying to open a link in Microsoft Outlook 2003'''
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0R60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.1.jpg]]</span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0R60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.1.jpg]]</span></div>
 
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Q60HA">Figure 2-7 </span></span> Error in Microsoft Outlook 2003</div>
 
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Q60HA">Figure 2-7 </span></span> Error in Microsoft Outlook 2003</div>
Line 1,462: Line 997:
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 
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'''Possible error displayed when trying to open a link in Microsoft Outlook 2007'''
====Possible error displayed when trying to open a link in Microsoft Outlook 2007====
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   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0150HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.1.jpg]]</span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0150HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.1.jpg]]</span></div>
 
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Z50HA">Figure 2-12 </span></span> Error in Microsoft Outlook 2007</div>
 
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Z50HA">Figure 2-12 </span></span> Error in Microsoft Outlook 2007</div>
Line 1,548: Line 1,082:
 
   </div>
 
   </div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 6pt; margin-left: 36pt; text-align: justify; text-indent: -18pt;"><span id="wwpID0E0G50HA"> </span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 6pt; margin-left: 36pt; text-align: justify; text-indent: -18pt;"><span id="wwpID0E0G50HA"> </span></div>
 
==Viewing and Recording Communication History==
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0E50HA">Communication history for your members is automatically logged on the </span><span style="font-weight: bold;">Communication</span> tab of the member’s record when emails are sent.  eReferrals are automatically logged as well.  Phones calls can manually be added to the log. And when letters or fax output is printed you can include an entry in the history if you choose. Other actions trigger an entry such as membership application approvals and invoices (Integrated Billing only).</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0D50HA">Those with </span><span style="font-family: Calibri; font-size: 11pt;">Plus edition or greater</span> have access to the Quick Communication Application that allows communication to be viewed and recorded when not logged into the software.  <span style="font-family: Calibri; font-size: 11pt;">See the steps to install</span> this Windows only program.</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0C50HA">How to view communication history</span></span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B50HA">Record and view history using the system tray app for Windows (Quick Communication App)</span></span></div>
 
 
===View history communication history===
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0640HA">Communication history can be viewed for a single member or viewed for the entire membership at once. See more on </span><span style="font-family: Calibri; font-size: 11pt;">how to create the entries in the history</span>.</div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0540HA">View history for a single member</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0440HA">Select the desired member in the </span><span style="font-weight: bold;">Members</span> module.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0340HA">Click the </span><span style="font-weight: bold;">Communication</span> tab.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0240HA">[[Image:Emails_Letters_and_Mailing_Lists-View_history_communication_history-Communication.1.029.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0140HA">Figure 3-1</span></span> Viewing member communication history</div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0Z40HA">View history for all members</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Y40HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X40HA">Click </span><span style="font-weight: bold;">Member Contact Report</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0W40HA">Select desired filters and click </span><span style="font-weight: bold;">Refresh Listing</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0V40HA">[[Image:Emails_Letters_and_Mailing_Lists-View_history_communication_history-Communication.1.029.2.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0U40HA">Figure 3-2</span></span> Contact Report Listing</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;">[[Image:Emails_Letters_and_Mailing_Lists-sq_bullet.jpg|7px]]<span style="font-weight: bold;"><span id="wwpID0E0T40HA">More details on available filter options – Table 3-2</span></span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0S40HA">“Display bulk mail correspondence…”:</span></span> When selected the history will include emails that were sent to multiple individuals at one time.  This would include even those that had been sent to only 2 or more individuals.</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0R40HA">Task Categories:</span></span> Tasks are created by you; create your own Task Categories to assist in organizing your communication. Communication may be sorted and filtered by Task Categories. A staff person with Admin permissions can create these under Setup-&gt;Correspondence Categories. </div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0Q40HA"> </span></div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0P40HA">View a entry</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O40HA">Find the communication history using one of the ways listed above.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N40HA">Hover over the Subject title of the entry that you wish to view.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M40HA">The contents of the entry will display immediately in a pop-over window. </span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0L40HA">Delete a Communication History item</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K40HA">Find the communication history using one of the ways listed above.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J40HA">Click the title of the desired item in the </span><span style="font-weight: bold;">Subject</span> column.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I40HA">Click </span><span style="font-weight: bold;">Delete</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0H40HA">Print the Communication History entries</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0G40HA">When viewing the communication history, click </span><span style="font-weight: bold;">Reports</span> and select <span style="font-weight: bold;">Print Summary Report</span> or click <span style="font-weight: bold;">Print Detailed Report</span>.  </div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0F40HA">Follow the on-screen steps to print the output.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0E40HA">Export the Communication History entries</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0D40HA">When viewing the communication history, filter the history as desired.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0C40HA">Click </span><span style="font-weight: bold;">Reports</span> and select <span style="font-weight: bold;">Download Detail Report</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B40HA">Follow the prompts on your screen to either open or save the Comma Separated Value (.csv) file.  If the data is displayed immediately, you may wish to select </span><span style="font-weight: bold;">Save</span> from the <span style="font-weight: bold;">File</span> menu to ensure this data is available for viewing at a later time.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0A40HA"> </span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0630HA">See more on how to create the entries in the history.</span></span></div>
 
 
===Quick Communication Application (QCA)===
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0430HA">For users of </span><span style="font-family: Calibri; font-size: 11pt;">Plus edition or greater</span>, communication can also be viewed and recorded when not logged into the software when the Quick Communication Application is running.  See the steps below to install this Windows-only program.</div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0330HA">Install Quick Communication Application (QCA)</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0230HA"> Requirements: </span><span style="font-family: Calibri; font-size: 11pt;">Plus edition or greater only</span>.  <span style="font-size: 10pt;">The QCA also requires Microsoft Windows and is not available on the Mac at this time.</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0130HA">Login to your software with administrator privileges.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Z30HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Y30HA">Click </span><span style="font-weight: bold;">Install Quick Communication Application</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X30HA">Click </span><span style="font-weight: bold;">Install</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0W30HA">[[Image:Emails_Letters_and_Mailing_Lists-Quick_Communication_Application_(QCA)-Communication.1.030.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0V30HA">Figure 3-3</span><span style="font-size: 12pt;"> </span>Screen during installation of Quick Communication Application</div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0U30HA">Type your database login name and password of the individual that will be recording the history.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0T30HA">[[Image:Emails_Letters_and_Mailing_Lists-Quick_Communication_Application_(QCA)-Communication.1.030.2.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0S30HA">Figure 3-4</span><span style="font-size: 12pt;"> </span>Login credentials screen during installation of Quick Communication Application</div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0R30HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Q30HA">Wait and then the QCA (Quick Communication Application) icon [[Image:Emails_Letters_and_Mailing_Lists-Quick_Communication_Application_(QCA)-Communication.1.030.3.jpg]] will appear in the system tray (down by your clock).</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0P30HA">Right click the icon to quickly record a communication entry, eReferral, or Info Request. </span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0O30HA">Recording a Communication Entry using the QCA</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0N30HA">(</span><span style="font-family: Calibri; font-size: 11pt;">Plus edition or greater only</span>)</div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M30HA">Make sure the QCA is installed and running in your system tray.  You will see the [[Image:Emails_Letters_and_Mailing_Lists-Quick_Communication_Application_(QCA)-Communication.1.030.4.jpg]] icon displaying.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0L30HA">After installation, the QCA may need to be loaded after restarting Windows.  Click the Windows </span><span style="font-weight: bold;">Start</span> button -&gt;<span style="font-weight: bold;">All Programs</span>-&gt;<span style="font-weight: bold;">ChamberMaster</span>-&gt;<span style="font-weight: bold;">Quick Communication Application</span>.</div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K30HA">Right-click the QCA icon. [[Image:Emails_Letters_and_Mailing_Lists-Quick_Communication_Application_(QCA)-Communication.1.030.5.jpg]]</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J30HA">Make the desired selection: </span><span style="font-weight: bold;">New Communication</span>, <span style="font-weight: bold;">New eReferral</span>, <span style="font-weight: bold;">New Info Request</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0I30HA">[[Image:Emails_Letters_and_Mailing_Lists-Quick_Communication_Application_(QCA)-Communication.1.030.6.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0H30HA">Figure 3-4</span><span style="font-size: 12pt;"> </span>Quick Communication Application selections</div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0G30HA">Complete the onscreen entries which will be recorded in your software.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0F30HA"> </span></div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0E30HA">Sample New Communication History entry using QCA</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0D30HA">[[Image:Emails_Letters_and_Mailing_Lists-Quick_Communication_Application_(QCA)-Communication.1.030.7.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: left; text-indent: -18pt;"><span id="wwpID0E0C30HA"> </span></div>
 
  
 
===Inserting a graphic===
 
===Inserting a graphic===
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   </div>
 
   </div>
  
==Working with Templates/Documents==
+
==Viewing and Recording Communication History==
Communication created may be saved for future use in one of two ways - - as a document or a template.  
+
Communication history for your members is automatically logged on the '''Communication''''tab of the member’s record when emails are sent.  eReferrals are automatically logged as well. Phones calls can manually be added to the log. And when letters or fax output is printed you can include an entry in the history if you choose. Other actions trigger an entry such as membership application approvals and invoices (Integrated Billing only).'
Saving a document allows you to name and save the communication piece to be retrieved at a later time, modified, and saved again. Saving a template allows you to save the communication piece to be retrieved at a later time but will not allow any modifications to be made to the original, thus maintaining the integrity of that communication piece.
+
  
[http://www.chambermaster.com/directory/include/help/Videos/Comm/emtemplate/emailtemplates.html Accessing and Using Communication Templates]
+
===View history communication history===
 +
 
 +
Communication history can be viewed for a single member or viewed for the entire membership at once. See more on how to create the entries in the history.
 +
 
 +
====View history for a single member====
 +
#Select the desired member in the '''Members''' module.
 +
#Click the '''Communication''' tab.
 +
#:[[Image:Emails_Letters_and_Mailing_Lists-View_history_communication_history-Communication.1.029.1.jpg]]  
  
===Saving a document===
 
  <div style="margin-left: 18pt;">
 
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O10HA">Open the </span><span style="font-family: Calibri; font-size: 11pt;">editor</span> and create the desired communication piece.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Y40HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 2,010: Line 1,282:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N10HA">Click </span><span style="font-weight: bold;">Save</span> ( [[Image:Emails_Letters_and_Mailing_Lists-Saving_a_document-Communication.1.037.1.jpg]]). </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X40HA">Click </span><span style="font-weight: bold;">Member Contact Report</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 2,018: Line 1,290:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M10HA">Complete the </span><span style="font-weight: bold;">Save Name</span> and <span style="font-weight: bold;">Description</span> fields in the <span style="font-weight: bold;">Save</span> window ensuring that <span style="font-weight: bold;">Save the text as a new document</span> is selected.  See Figure 5-1 below.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0W40HA">Select desired filters and click </span><span style="font-weight: bold;">Refresh Listing</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0L10HA">[[Image:Emails_Letters_and_Mailing_Lists-Saving_a_document-Communication.1.037.2.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0V40HA">[[Image:Emails_Letters_and_Mailing_Lists-View_history_communication_history-Communication.1.029.2.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="color: #000000; font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0K10HA">Figure 5-1 </span></span><span style="color: #000000;">– Save window</span></div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0U40HA">Figure 3-2</span></span> Contact Report Listing</div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;">[[Image:Emails_Letters_and_Mailing_Lists-sq_bullet.jpg|7px]]<span style="font-weight: bold;"><span id="wwpID0E0T40HA">More details on available filter options – Table 3-2</span></span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0S40HA">“Display bulk mail correspondence…”:</span></span> When selected the history will include emails that were sent to multiple individuals at one time.  This would include even those that had been sent to only 2 or more individuals.</div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0R40HA">Task Categories:</span></span> Tasks are created by you; create your own Task Categories to assist in organizing your communication. Communication may be sorted and filtered by Task Categories. A staff person with Admin permissions can create these under Setup-&gt;Correspondence Categories. </div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0Q40HA"> </span></div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0P40HA">View a entry</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J10HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O40HA">Find the communication history using one of the ways listed above.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 
===Saving changes to an existing document===
 
<div style="font-family: Cambria; font-size: 18pt;"><span id="wwpID0E0I10HA">Saving changes to an existing document</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H10HA">Open the existing document and make desired changes.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N40HA">Hover over the Subject title of the entry that you wish to view.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0G10HA">Click </span><span style="font-weight: bold;">Save</span> ( [[Image:Emails_Letters_and_Mailing_Lists-Saving_changes_to_an_existing_document-Communication.1.038.1.jpg]]).</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M40HA">The contents of the entry will display immediately in a pop-over window. </span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0L40HA">Delete a Communication History item</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0F10HA">Click the </span><span style="font-weight: bold;">Update an existing document</span> button.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K40HA">Find the communication history using one of the ways listed above.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 2,062: Line 1,337:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0E10HA">Click the </span><span style="font-weight: bold;">Update an existing document</span> arrow to select the desired document to update.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J40HA">Click the title of the desired item in the </span><span style="font-weight: bold;">Subject</span> column.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0D10HA">[[Image:Emails_Letters_and_Mailing_Lists-Saving_changes_to_an_existing_document-Communication.1.038.2.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0C10HA">Figure 5-2</span></span> Update existing document</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B10HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I40HA">Click </span><span style="font-weight: bold;">Delete</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0H40HA">Print the Communication History entries</span></div>
===Saving a Template===
+
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06Z0HA">Open the </span><span style="font-family: Calibri; font-size: 11pt;">editor</span> and create the desired communication piece or open an existing document and make any desired changes.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0G40HA">When viewing the communication history, click </span><span style="font-weight: bold;">Reports</span> and select <span style="font-weight: bold;">Print Summary Report</span> or click <span style="font-weight: bold;">Print Detailed Report</span>.   </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 2,091: Line 1,363:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05Z0HA">Click </span><span style="font-weight: bold;">Save</span> ( [[Image:Emails_Letters_and_Mailing_Lists-Saving_a_Template-Communication.1.039.1.jpg]]).</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0F40HA">Follow the on-screen steps to print the output.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0E40HA">Export the Communication History entries</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04Z0HA">Complete the </span><span style="font-weight: bold;">Save Name</span> and <span style="font-weight: bold;">Description</span> fields in the <span style="font-weight: bold;">Save</span> window ensuring that <span style="font-weight: bold;">Save the text as a new template</span> is selected.  See Figure 5-3 below.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0D40HA">When viewing the communication history, filter the history as desired.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E03Z0HA">[[Image:Emails_Letters_and_Mailing_Lists-Saving_a_Template-Communication.1.039.2.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E02Z0HA">Figure 5-3</span></span> – Saving a template</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01Z0HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0C40HA">Click </span><span style="font-weight: bold;">Reports</span> and select <span style="font-weight: bold;">Download Detail Report</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="margin-left: 18pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B40HA">Follow the prompts on your screen to either open or save the Comma Separated Value (.csv) file.  If the data is displayed immediately, you may wish to select </span><span style="font-weight: bold;">Save</span> from the <span style="font-weight: bold;">File</span> menu to ensure this data is available for viewing at a later time.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0A40HA"> </span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0630HA">See more on how to create the entries in the history.</span></span></div>
  
===Using a template===
+
=='''<span style="color:#800080">Working with Templates/Documents'''</span>==
 +
----
 +
Communication created may be saved for future use in one of two ways - - as a document or a template.
 +
Saving a document allows you to name and save the communication piece to be retrieved at a later time, modified, and saved again.  Saving a template allows you to save the communication piece to be retrieved at a later time but will not allow any modifications to be made to the original, thus maintaining the integrity of that communication piece.
 +
 
 +
===='''<span style="color:#800080">Available Pre-defined Email Templates'''</span>====
 +
----
 +
The table below lists the pre-defined email templates available to you.
 +
 
 +
{| class="wikitable"
 +
|-
 +
! Template !! Description
 +
|-
 +
| Announcement: Introducing Member Information Center || Send if you are introducing the MIC to all of your members – or even just new members.
 +
|-
 +
| Automatic Monthly Payment Invitation || Send if using Integrated Payment Processing, and you wish to inform your members that they can sign up to have recurring fees automatically charge to a credit card or bank account.
 +
|-
 +
| Automatic Payment Confirmation || Send this email to your reps to confirm that you have set them up on automated recurring billing.
 +
|-
 +
| Create Log-in Account Invitation || Send this email to invite reps to create their log-in accounts. Can be used after analyzing which reps have not yet created accounts.
 +
|-
 +
| Encourage Advertising of Events || Send this email if you want to encourage your members to add their events to your calendar. NOTE: Events may be added by those members who have rights to do so, and you may or may not require approval.
 +
|-
 +
| Encourage Deal Posting || Send this email if you want to encourage your member to post hot deals.  NOTE: Deals may only be posted by those members who have rights to do so, and you may or may not require approval.
 +
|-
 +
| Encourage Job Postings || Send this email if you want to encourage your members to post job postings via the MIC. Note: Job Posting may be posted only by those members who have rights to do so, and you may or may not require approval.
 +
|-
 +
| Encourage Posting of Deals, Jobs, News, Events || Send this email if you want to encourage your members to post deals, job postings, news & events via the MIC. This email template can be useful for new members just learning of the capabilities of the MIC.
 +
|-
 +
| Encourage Submitting News Release || Send this email if you want to encourage your members to post News Releases in the MIC.  Note: Job Posting may be posted only by those members who have rights to do so, and you may or may not require approval.
 +
|-
 +
| Remind how to Login to the Member Information Center  || Send this email to members if they have forgotten how to login to the MIC. Useful if you have identified members who are not logging in.
 +
|-
 +
| Thank You for Joining || Send this email to new members to thank them for joining. The email template also includes information on how to log into the MIC
 +
|-
 +
| Update Your Member Listing || This email template reminds the member to login into the MIC to review and update their information. The template includes the information that you currently have in the database for them to review. 
 +
|}
 +
 
 +
 
 +
===Saving a document===
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YZ0HA">Open the </span><span style="font-family: Calibri; font-size: 11pt;">editor</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O10HA">Open the </span><span style="font-family: Calibri; font-size: 11pt;">editor</span> and create the desired communication piece.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 2,127: Line 1,447:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XZ0HA">Click </span><span style="font-weight: bold;">Choose a Template</span> ([[Image:Emails_Letters_and_Mailing_Lists-Using_a_template-Communication.1.040.1.jpg]]).</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N10HA">Click </span><span style="font-weight: bold;">Save</span> ( [[Image:Emails_Letters_and_Mailing_Lists-Saving_a_document-Communication.1.037.1.jpg]]). </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 2,135: Line 1,455:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WZ0HA">Click the template title to select the desired template.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M10HA">Complete the </span><span style="font-weight: bold;">Save Name</span> and <span style="font-weight: bold;">Description</span> fields in the <span style="font-weight: bold;">Save</span> window ensuring that <span style="font-weight: bold;">Save the text as a new document</span> is selected.  See Figure 5-1 below.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0VZ0HA">[[Image:Emails_Letters_and_Mailing_Lists-Using_a_template-Communication.1.040.2.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0L10HA">[[Image:Emails_Letters_and_Mailing_Lists-Saving_a_document-Communication.1.037.2.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: left;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0UZ0HA">Figure 5-4</span></span> – Choose a template<br /></div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="color: #000000; font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0K10HA">Figure 5-1 </span></span><span style="color: #000000;">– Save window</span></div>
 +
  <div style="margin-left: 18pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J10HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
 
 +
===='''<span style="color:#800080">Customize and Save Changes to an Existing Email Template'''</span>====
 +
----
 +
The pre-defined email templates may be customized to meet your business needs. Once you have customized, you will save the template back as a new template or document for future use.
 +
 
 +
#From the send email screen, click the [[File:Template.JPG|25px]] icon, in the editor toolbar.
 +
#:[[File:Predefined templates.JPG|400px|center]]
 +
#Click '''Pre-Defined Templates'''.
 +
#Click the desired template. The '''Email Text''' (body of your email) will be automatically populated with the template.
 +
#Use the Rich Text Editor functions to modify the template as needed.
 +
#Save the template by clicking the [[File:Floppy.JPG|25px]] icon in the editor tool bar.
 +
#:[[File:Save Template.JPG|400px|center]]
 +
#Enter a '''Name''' for the new template.
 +
#(Optional) Enter a description for the new template.
 +
#Select one of the following save options:
 +
#*'''Save the text as a new document''': Select this option if you wish to save the template as a document, which allows you to retrieve the template at a later time, make modifications, and save it as the same document (over-write the previous document). '''NOTE''': When you save a template as a document, it will only be available to the user who created the document.
 +
#*'''Update an Existing Document''': Select this option if you would like to save your changes to an existing document.
 +
#*'''Save the text as a new template''': Select this option if you wish to save as a new template. '''NOTE''': Templates may not be updated, any time changes are made to a template, you will save as a new template.
 +
#Click '''OK'''.
 +
 
 +
===Saving changes to an existing document===
 +
#Open the existing document and make desired changes.
 +
#Click '''Save''' [[Image:Emails_Letters_and_Mailing_Lists-Saving_changes_to_an_existing_document-Communication.1.038.1.jpg]].
 +
#Click the '''Update an existing document''' radio button.
 +
#Click the '''Update an existing document''' arrow to select the desired document to update.
 +
#:[[Image:Emails_Letters_and_Mailing_Lists-Saving_changes_to_an_existing_document-Communication.1.038.2.jpg]]
 +
#Click '''OK'''.
 +
 
 +
===Saving a Template===
 +
#Open the email editor and create the desired communication piece or open an existing document and make any desired changes.
 +
#Click '''Save''' [[Image:Emails_Letters_and_Mailing_Lists-Saving_a_Template-Communication.1.039.1.jpg]].
 +
#Complete the '''Save Name''' and '''Description''' fields in the '''Save''' dialog box.
 +
#Click the '''Save the text as a new template''' radio button.
 +
#:[[Image:Emails_Letters_and_Mailing_Lists-Saving_a_Template-Communication.1.039.2.jpg|center]]
 +
#Click '''OK'''.
  
 
===Using Pre-defined Templates===
 
===Using Pre-defined Templates===
A number of predefined templates are provided that may be selected and brought onto your own list of templates. You may use these templates “as is” or choose to modify and then re-save with your own name.
+
A number of predefined templates are provided that may be selected and brought onto your own list of templates. You may use these templates “as is” or choose to modify and then re-save with your own name. [[Communication#Available_Pre-defined_Email_Templates|Click here]] to view available email templates.
  
 
===Adding a Predefined Template===
 
===Adding a Predefined Template===
Line 2,176: Line 1,539:
  
 
6. All fields with [ ] will auto-fill with the data from the member’s record or from your association contact information where appropriate.
 
6. All fields with [ ] will auto-fill with the data from the member’s record or from your association contact information where appropriate.
 
==Blogs==
 
Blogs are a great way to get your message out to your members and the public. Users with '''[http://chambermaster.com/productPricing Pro Edition]''' can now create one or more blogs that integrate perfectly with your website and Member Information Center. Watch a quick video on what the Blog feature can do for you: <html><a href="http://screencast.com/t/y6Rn70sug0" target="_blank"><img src="/images/3/31/Vid.png" /></a></html>
 
 
===Creating a Blog===
 
:Watch a video on how to create a blog: <html><a href="http://www.screencast.com/t/Q6mFlWL5OKx" target="_blank"><img src="/images/3/31/Vid.png" /></a></html>
 
 
 
1. From your Dashboard, click '''Communication''' on the left-hand menu. Under "Other Communication Tools", click '''Manage Blog'''.
 
 
 
::[[File:blog1.png]]
 
 
 
2. From the Blog Tool '''Home''' tab, click the '''Create New Blog''' button.
 
 
 
::[[File:blog2.png]]
 
 
 
3. Give the blog a '''Name''' (required) and '''Description''' (optional), then click '''Save'''.
 
 
 
::[[File:blog3.png]]
 
 
 
4. Once saved, you will be in the '''Posts''' tab. To create your first post, click '''New Post'''.
 
 
 
::[[File:blog4.png]]
 
 
 
5. On the '''New Post''' screen, give the post a title, some body text, set the '''Status''' to "Published", and click the '''Save''' button.
 
 
 
::[[File:blog5.png]]
 
 
 
6. When you are ready to make this blog available to your audience, click the '''Share Blog''' tab. Change the '''Blog Status''' to "Active", and click the '''Save''' button. Use one of the distribution methods a the bottom of the page to get your blog out there.
 
 
 
::[[File:blog6.png]]
 
  
 
==Mail Merge==
 
==Mail Merge==
Line 2,279: Line 1,600:
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0RY0HA">A number of pre-defined templates are provided that are ready to send out and already include links to your login page and a link where they can retrieve login information.  See “Using Pre-Defined Templates”.  Feel free to use any of these or use the steps below to create communication of your own.</span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0RY0HA">A number of pre-defined templates are provided that are ready to send out and already include links to your login page and a link where they can retrieve login information.  See “Using Pre-Defined Templates”.  Feel free to use any of these or use the steps below to create communication of your own.</span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0QY0HA">If you still wish to send out the login and password to your members, follow </span><span style="font-family: Calibri; font-size: 11pt;">the next steps</span> to create and print individual letters to each of your members that include login information. Sending passwords via mail may be more secure for sending passwords since most email is unencrypted. If you desire to send the login information via email, follow the same general steps below except you will select <span style="font-weight: bold;">New Email to Multiple Members</span> for Step #2.</div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0QY0HA">If you still wish to send out the login and password to your members, follow </span><span style="font-family: Calibri; font-size: 11pt;">the next steps</span> to create and print individual letters to each of your members that include login information. Sending passwords via mail may be more secure for sending passwords since most email is unencrypted. If you desire to send the login information via email, follow the same general steps below except you will select <span style="font-weight: bold;">New Email to Multiple Members</span> for Step #2.</div>
 
===To create and print individual letters that include the member login name and password===
 
<div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OY0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NY0HA">Click </span><span style="font-weight: bold;">Form Letters</span>. (or select <span style="font-weight: bold;">New Email to Multiple Members</span> if desiring to send an email.)</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MY0HA">Click </span><span style="font-weight: bold;">Add Members by membership status</span> in the <span style="font-weight: bold;">Add Members</span> area or click <span style="font-weight: bold;">Add representatives by type/status</span> in the <span style="font-weight: bold;">Add Representatives</span> area. Optional:  You may select other members at this time if desired using other methods if needed.  </div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0LY0HA">Click </span><span style="font-weight: bold;">Add members by name</span> to select only specific members.  If you have created a group that contains your new members, you could also click <span style="font-weight: bold;">Add representatives by group</span> to select only these new members.  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0KY0HA">[[Image:Emails_Letters_and_Mailing_Lists-To_create_and_print_individual_letters_that_incl-Communication.1.045.01.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0JY0HA">Figure 6-4</span></span> – Selecting members</div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IY0HA">Click to select the desired members by status (</span><span style="font-weight: bold;">Active</span> is selected already by default).  </div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0HY0HA">[[Image:Emails_Letters_and_Mailing_Lists-To_create_and_print_individual_letters_that_incl-Communication.1.045.02.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0GY0HA">Figure 6-5</span></span> – Selecting Active members</div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FY0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EY0HA">Click </span><span style="font-weight: bold;">Continue</span>.  (Mail Only is already selected.  You may wish to send passwords via mail which is more secure for sending passwords since most email is unencrypted.)  See Figure 6-4 above.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DY0HA">Type the desired letter to your members.  At the location where the login name and password (or other desired database fields) are required, click the </span><span style="font-weight: bold;">Add Database Field</span> icon([[Image:Emails_Letters_and_Mailing_Lists-To_create_and_print_individual_letters_that_incl-Communication.1.045.03.jpg]]).</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CY0HA">Click the plus sign ([[Image:Emails_Letters_and_Mailing_Lists-To_create_and_print_individual_letters_that_incl-Communication.1.045.04.jpg]]) in front of </span><span style="font-weight: bold;">Web-Page Information </span>to expand and display the available database field selections.  </div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0BY0HA">[[Image:Emails_Letters_and_Mailing_Lists-To_create_and_print_individual_letters_that_incl-Communication.1.045.05.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0AY0HA">Figure 6-6</span></span> Inserting database field</div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06X0HA">Click </span><span style="font-weight: bold;">Login Name</span> or <span style="font-weight: bold;">Login Password</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E05X0HA">[[Image:Emails_Letters_and_Mailing_Lists-To_create_and_print_individual_letters_that_incl-Communication.1.045.06.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E04X0HA">Figure 6-7</span></span> – Selecting Login Name or Login Password</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E03X0HA">Note: When sending <nowiki>[</nowiki>Login Name<nowiki>]</nowiki> and <nowiki>[</nowiki>Login Password<nowiki>]</nowiki> to a member or rep, it will send the Rep login name and password (</span><span style="text-decoration: underline;">primary</span> rep info when sending to a member) when available.  If no rep login name is available, it will send the Member login name and password.</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E02X0HA"><nowiki>[</nowiki>Rep Login Name<nowiki>]</nowiki> and <nowiki>[</nowiki>Rep Login Password<nowiki>]</nowiki> will always send rep login info.  <nowiki>[</nowiki>Member Login Name<nowiki>]</nowiki> and <nowiki>[</nowiki>Member Login Password<nowiki>]</nowiki> will always send member login info.  </span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01X0HA">Continue typing or editing as desired, repeating steps #7-9 until all database fields have been inserted into your communication piece.  The communication piece will show brackets at this time but will show the real data when the communication is printed or previewed.  See Figure 6-8 below.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0ZX0HA">[[Image:Emails_Letters_and_Mailing_Lists-To_create_and_print_individual_letters_that_incl-Communication.1.045.07.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0YX0HA">Figure 6-8</span></span> Sample letter</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0XX0HA">You may wish to save this document for future use.  Click the </span><span style="font-weight: bold;">Save</span> [[Image:Emails_Letters_and_Mailing_Lists-To_create_and_print_individual_letters_that_incl-Communication.1.045.08.jpg]] icon in the menu bar.</div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WX0HA">Click </span><span style="font-weight: bold;">Print Letter</span>. (or click <span style="font-weight: bold;">Send Email</span> to finish the process if sending emails)</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VX0HA">Complete the </span><span style="font-weight: bold;">Print Options</span> fields.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0UX0HA"></span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0TX0HA"></span></span> Print Options</div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SX0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0RX0HA">Before printing, you may want to check Page Setup selections to ensure that an unwanted header and footer will not be printing on your letters.  </span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">14. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QX0HA">View the output on the screen to ensure satisfactory output.  If satisfactory, click </span><span style="font-weight: bold;">Print</span> from your internet browser window menu.  If unsatisfactory, click <span style="font-weight: bold;">Close</span> and make desired changes.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">15. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0PX0HA">Click </span><span style="font-weight: bold;">Close</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">16. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OX0HA">Click </span><span style="font-weight: bold;">Close</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">17. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NX0HA">Click </span><span style="font-weight: bold;">Print Labels</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">18. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MX0HA">Complete the </span><span style="font-weight: bold;"></span> fields.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0LX0HA"></span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0KX0HA"></span></span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">19. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JX0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0IX0HA">Before selecting the final Print selection, make sure that Page Scaling is set to None in the Print dialog box.  Refer to “Settings for label output”.</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">20. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HX0HA">View the output on the screen to ensure satisfactory output.  If satisfactory, click </span><span style="font-weight: bold;">Print</span> from your internet browser window menus.  If unsatisfactory, click <span style="font-weight: bold;">Close</span> and make desired changes.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">21. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GX0HA">Click </span><span style="font-weight: bold;">Close</span>.  </div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">22. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FX0HA">Click </span><span style="font-weight: bold;">Close</span>. </div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">23. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EX0HA">If desired, click the </span><span style="font-weight: bold;">Save</span> icon in the menu bar and follow prompts to save this letter for future use.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">24. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DX0HA">Click </span><span style="font-weight: bold;">Close</span> to end this task.  </div></td>
 
      </tr>
 
    </table>
 
  
 
==Remove Unwanted Headers & Footers==
 
==Remove Unwanted Headers & Footers==
Line 2,623: Line 1,731:
 
#Type the desired communication.  Your signature block will “move” down the page as you type the communication.
 
#Type the desired communication.  Your signature block will “move” down the page as you type the communication.
  
==Communicating Using Groups & Mailing Lists==
+
=='''<span style="color:#800080">Managing Quarantined Emails'''</span>==
Sending communication via email and letters may be simplified by creating self-defined groups in the ChamberMaster '''Groups''' module.
+
----
  
For instance, if you frequently send emails to your Budget Committee . . instead of selecting the 12 members of that committee each time you send an email, you first create a group in the '''Groups''' module called the Budget Committee. Add each of the 12 members to that group. Then when you go to send the email, you simply select the Budget committee as the recipient of the email with one simple click.
+
{| class="wikitable"
 +
|-
 +
! '''Updates to Quarantined Email Process coming Q2 2019'''
 +
|-
 +
| Due to increased vigilance from outside organizations that rank email sender reputation, having a clean email address list is very important to ensure all of our customers can continue to communicate reliably to their members.  
  
If you send a monthly newsletter, the '''Groups''' module is where you will create and maintain this mailing list group. This group may then be selected at the appropriate time throughout ChamberMaster when you desire to send them email or print mailing labels and letters for them.
+
To assist you in this task, a new process will be enabled in the upcoming months that will scan your email addresses for invalid status. The following types of addresses would be considered invalid: Addresses where the syntax is incorrect (e.g. multiple @ symbols, extra space, etc.), the domain of the email address doesn't exist, the address of the recipient no longer exists on the receiving server, and when the MX record of the domain itself doesn't exist. These are all cases where the email would never make it through to anyone.  
  
[[File:Communication.1.056.1.jpg]]
+
GrowthZone has implemented processes to identify and quarantine emails that have been identified as invalid in your database, while keeping you in full control of your addresses.
  
'''Figure 9-1''' the Groups module
+
'''Summary of New Process''':
  
===Creating a group or mailing list===
+
#An Email warning of upcoming quarantine will be sent 30 days prior to quarantine to notify you that email(s) are to be quarantined. This email is sent to those staff members who have subscribed to the '''Invalid Email Address Notifications''' notification (See '''[[Administrator_Tasks#Set_Email_Notifications|Staff Email Notifications]]''' for information on subscribing to the notification). '''[https://www.screencast.com/t/FhMIy0hmHBX Sample Email]'''.  
''REDIRECT'' [[Groups]]
+
#:The email contains action links to:
====Groups====
+
#:*Re-check the email – if the email is verified, then the email is no longer subject to quarantine, and will be returned to normal status
#Click '''Groups''' in the left-hand menu.
+
#:*Change Address – this option will allow you to update the email address, and it will then be run through the nightly scan. If the email address is verified, it will be returned to normal status.  
#Click '''Create a Group''' on the '''Home''' tab.
+
#:*Mark As Good – this option allows you to mark an email as good and return to normal status in the database. It will be rechecked in 90 days.  
#:[[File:Communication.1.057.1.jpg]]
+
#::'''NOTE:''' A new item has been added to the '''Task List''', that will allow you to link to quarantined emails and perform the actions described above.  
#:'''Figure: Create a group'''
+
#A reminder email '''warning''' will be sent five days prior to the final quarantine of emails. [https://www.screencast.com/t/VrlZnvkA Sample Email].
#Complete the Create a New Group fields for this new group.
+
#One final email will be sent, on the day of the quarantine,  indicating the emails have been quarantined. But, note, that staff may recheck, change or mark as good at any time, even if quarantined.
#:[[File:Communication.1.057.2.jpg]]
+
::'''NOTE:''' You can check on the invalid list at any time by clicking '''Invalid Emails''' in the '''Task List'''.
#:'''Figure: "Create a New Group" fields–tabbed view'''
+
|}
#Click '''Save.'''
+
#Click the '''Group Name''' of the new group on the '''Home''' tab.
+
#Click the '''General''' tab. Make sure the settings are correct.
+
#:[[File:Communication.1.057.3.jpg|framed|none|Group Options and Settings]]
+
##When selected, this roster list will be shown as a group/interest that may be searched by members in the Member Information Center.
+
##When selected, members will have opportunity to join/leave this group/interest on their own in the Member Information Center. The selection of Group Participant list or Rep Interest list determines where the selection will take place – under Groups or under Interests. Interests.
+
##This option allows the group to be contacted through the Member Information Center Message Center
+
##When selected, this group will display on your website in the Groups public module available at <nowiki>http://yoursubdomain.yourdomain.com/groups.</nowiki>
+
##:*Click '''Public Display Settings''' to modify how the group is displayed
+
##When selected, this group will appear on your public website at the suggested URL where the public may add themselves to the group. Often used for consumers to subscribe to (join) your mailing lists.
+
##When selected, this group name will be displayed on the email subscription opt-in/out page
+
##When selected, this group cannot be unsubscribed from
+
##When selected, this group will be accessible through the community app (when purchased)
+
#Click the '''Roster''' tab.
+
#Click one or more of the Add Group Members selections to add members to your group.
+
#Continue adding representatives to your group using the '''Add Group Members''' selections until your group is complete.
+
  
[[Category: Groups]]
+
==='''<span style="color:#800080">Quarantined Invalid Email Address Report'''</span>===
 +
----
  
===Selections for adding group members===
+
The '''Quarantined Invalid Email Address''' report provides a list of all emails that have been marked as invalid, and removed from your database. Due to increased vigilance from outside organizations that rank email sender reputation, having a clean email address list is very important to ensure all of our customers can continue to communicate reliably to their members. The following types of addresses would be considered invalid: Addresses where the syntax is incorrect (e.g. multiple @ symbols, extra space, etc.), the domain of the email address doesn't exist, the address of the recipient no longer exists on the receiving server, and when the MX record of the domain itself doesn't exist. These are all cases where the email would never make it through to anyone.
<div xmlns="http://www.w3.org/1999/xhtml">
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0BV0HA">Examples of the various ways to add group members follows.</span></div>
+
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0AV0HA">Add representatives by type/status</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E06U0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selections_for_adding_group_members-Communication.1.054.1.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E05U0HA">Figure 9-5 Selecting reps </span></span>by type/status</div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E04U0HA">Community Member Reps</span></span> are those individuals specified on the <span style="font-weight: bold;">Reps</span> tab in the <span style="font-weight: bold;">Members</span> module for the record titled <span style="font-weight: bold;"><nowiki>[</nowiki></span><span style="font-family: Calibri; font-size: 9pt;">Community Member</span><span style="font-weight: bold;"><nowiki>]</nowiki></span>.  These individuals are not associated with a particular company/member but may still be selected as group members.</div>
+
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E03U0HA">Add representatives by member</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E02U0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selections_for_adding_group_members-Communication.1.054.2.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E01U0HA">Figure 9-6 Selecting reps </span></span>by member</div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0ZU0HA">When selecting to add reps by member, </span><span style="text-decoration: underline;">all</span> reps from that selected member will be added to the roster list.  Then, if desired, you may remove all Inactive reps by clicking <span style="font-weight: bold;">Remove Inactive Reps</span> at the bottom of the roster. All inactive reps from all members would be removed from the group at that time. </div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0YU0HA">More than one member may be selected by pressing Ctrl-click on each desired member.  Then click the </span><span style="font-weight: bold;">&gt;&gt;</span> arrow.</div>
+
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0XU0HA">Add representatives by category</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0WU0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selections_for_adding_group_members-Communication.1.054.3.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0VU0HA">Figure 9-7 </span></span>Selecting reps by  category</div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0UU0HA">In this example, the Automotive Parts &amp; Service category has only one active member but also one member that may be courtesy, prospective, non-member or dropped.  With settings currently displayed, only the one member’s reps will be added to the group.</span></div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0TU0HA">Only one category may be selected at a time. </span></div>
+
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0SU0HA">Add representatives from other groups</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0RU0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selections_for_adding_group_members-Communication.1.054.4.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0QU0HA">Figure 9-8</span></span> Selecting reps from other groups</div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0PU0HA">Only one group may be selected at a time.  </span></div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0OU0HA">Use this selection to create a new group based on membership from a previous group or to merge reps from another group into this new group.  No reps are removed from the source groups – just copied.</span></div>
+
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0NU0HA">Add individual representatives</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0MU0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selections_for_adding_group_members-Communication.1.054.5.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0LU0HA">Figure 9-9</span></span> Adding individual representatives</div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0KU0HA">More than one rep may be selected by pressing Ctrl-click on each desired rep.  Then click the</span><span style="font-weight: bold;"> &gt;&gt;</span> arrow.</div>
+
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0JU0HA">Add specific reps by member name</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0IU0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selections_for_adding_group_members-Communication.1.054.6.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0HU0HA">Figure 9-10</span><span style="font-size: 12pt;"> </span>Adding reps from specific members</div>
+
</div>
+
  
===Maintaining the group/mailing list===
+
The report consists of two sections: '''Emails Quarantined''' and '''Will Be Quarantined'''. The report includes the email address, name of member or rep, the member/rep ID, location in the database the address has been removed from (clicking the location will take you to the page in the database where the email was used), reason why the address was removed, date of removal.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0FU0HA">Contact information (i.e. email addresses, phone numbers, addresses etc.) are updated automatically when changes are made in the </span><span style="font-weight: bold;">Members</span> module.  Group membership must be maintained through manual selection or removal of names.  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0EU0HA">Adding new member names to the groups could be done at any time, however, two detailed concepts are provided below that may assist in providing a consistent procedure at your chamber.  The two examples are adding new members to the mailing list either periodically or immediately.</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0DU0HA">Removing representatives from mailing lists or groups may be done at any time manually or may be completed during the process of changing a member status to </span><span style="font-weight: bold;">Dropped/Inactive</span>.</div>
+
  
===Add New Members to a Mailing List Periodically===
+
You can access the '''Quarantined Invalid Email Addresses''' by clicking the '''Invalid Emails''' link in the task list or through the reports module.
Group membership must be maintained through manual selection or removal of names. To keep your initial mailing list up-to-date, you might consider running a monthly report to add new members to your mailing list.
+
  
1. Click '''Membership Report''' – '''Multiple Members in the Reports''' module.
+
[[File:Invalid Emails1.JPG|1000px|center]]
  
  
[[File:Communication.1.066.1.jpg]]
+
When an email is quarantined, an automated email will be sent to all staff that are signed up to receive email notification.  All staff will be set to have this notification enabled by default. See '''[[Administrator_Tasks#Set_Email_Notifications|Set Email Notifications]]''' for further details on subscribing to the notification.
  
'''FIGURE 9-11''' Membership Reports
+
Duplicate emails may be displayed in your report. For example, if you have the same email associated to a member and to a representative, the email will be displayed twice in your report. By default '''ALL''' emails in your database will be displayed in the report, including those of inactive members and/or reps. You can filter the report as needed, to display only active members/reps.
  
  
2. Click '''Member Join Report'''.
+
Are the invalid addresses removed from my database?
 +
A: No. When it is determined that an address is invalid, the address is marked 'to be quarantined' in 30 days. After the 30 days, the address will be 'quarantined', meaning it will no longer appear on the member/rep record.  It still can be found on the Quarantined Invalid Email Addresses report where all available actions are still possible, even after quarantine has occurred.
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' Invalid email address are '''NOT''' removed from your database. Once quarantined, the address will no longer appear on the member/rep record. It can still be found on the '''Quarantined Invalid Email Addresses''' report where all available actions are still possible.  
 +
|}
  
 +
See more details of the Invalid Email Address cleanup '''[http://events.chambermaster.com/news/details/invalid-email-address-cleanup here]'''.
  
[[File:Communication.1.066.2.jpg]]
+
===='''<span style="color:#800080">Recheck an Invalid Email'''</span>====
 +
----
  
'''FIGURE 9-12''' Member join report
+
On the '''Quarantined Invalid Email Report''' click the '''Re-check''' link next to the email address you would like to check.
 +
[[File:Invalid Emails2.jpg|1000px|center]]
 +
The results of the re-check will be displayed, as shown below.
  
 +
[[File:Recheck.JPG|800px|center]]
  
3. Type the desired date range in the '''Join Date''' fields.
+
If the address is found to be valid, will be removed from the Quarantine list. If the address is found to be invalid, it will remain on the quarantine list.
  
4. Click '''View/Print Summary''' Listing.
+
===='''<span style="color:#800080">Mark an Invalid Email as Good'''</span>====
 +
----
 +
After running Re-Check, if you've personally verified this address is good even though the verification system indicates it is not, we've given you an option to mark it as good  and remove it from the Quarantine list. Please do not abuse this option; we want to protect your email sender reputation.
  
 +
[[File:Invalid Emails3.jpg|1000px|center]]
  
[[File:Communication.1.066.3.jpg]]
+
#On the '''Quarantined Invalid Email Report''' click the '''MarkAsGood''' link next to the email address you would like to mark as good.
 +
#:[[File:Markasgood.JPG|800px|center]]
 +
#Review the warning information on the '''Mark as Good''' dialog box.
 +
#If you wish to proceed, click the '''Mark as Good''' button.
  
'''FIGURE 9-13''' Selecting report criteria
+
===='''<span style="color:#800080">Change an Invalid Email address'''</span>====
 +
----
  
5. View or print the desired list of new members and then click '''Close'''.  
+
Using the '''Quarantined Invalid Email''' report, you can correct an invalid email address. The correction will be updated throughout their record; the current address will then be removed from the Quarantine list.
  
6. With this list in hand, click '''Groups''' in the left-hand navigation bar.
+
[[File:Invalid Emails4.jpg|1000px|center]]
  
7. Click the '''Home''' tab.
+
#On the '''Quarantined Invalid Email Report''' click the '''Change''' link next to the email address you would like to change.
 +
#:[[File:Change email address.JPG|500px|center]]
 +
#Enter the new email address in the '''Please replace email address...''' text-box.
 +
#Click the '''Replace''' button.
  
8. Click the '''Group Name''' of the mailing list to be modified.
+
===='''<span style="color:#800080">Quarantine Tonight'''</span>====
 +
----
  
 +
Select this option to speed up the quarantine process. Address will be quarantined tonight; use when you know the address is invalid and do not wish to wait for the upcoming date.
  
[[File:Communication.1.066.5.jpg]]
+
On the '''Quarantined Invalid Email Report''' click the '''Quarantine Tonight''' link. A confirmation screen will display indicating that the email address was successfully updated and will be quarantined during the scheduled email cleanup task tonight. You will need to refresh the Quarantined Invalid Email Address report to see the updated Planned Quarantine Date on the address.
 
+
'''FIGURE 9-14''' Selecting the group
+
 
+
9. Click the '''Roster''' tab.
+
 
+
10. Click '''add representatives by member''' in the '''Add Group Members''' area.
+
 
+
11. Locate the desired member in the '''Choose Members''' list and click to select.
+
 
+
12. Click the '''>> arrow''' to display the record on the '''Selected Members''' list.
+
 
+
13. Click '''Continue'''.
+
 
+
 
+
[[File:Communication.1.066.6.jpg]]
+
 
+
'''FIGURE 9-15''' Selecting a record
+
 
+
14. All reps from the selected member will be added to the mailing list. If you desire to remove any of these reps from the list, complete steps #15-17 below.
+
 
+
15. Click the column title '''Company Name''' to sort by company name.)
+
 
+
16. If desired, display all records by selecting '''All''' from the '''Display __ results per page'''. Find this selection in the information at the top of the roster.
+
 
+
 
+
[[File:Communication.1.066.7.jpg]]
+
 
+
'''FIGURE 9-16''' Information at the top of the roster – All records displayed in order by business name
+
 
+
17. Scroll through your mailing list to find any that should be removed from those that were added. If a rep does not belong on the mailing list, click to select the check box at the end of the row of the desired rep to be removed.
+
 
+
18. Click '''Remove Selected Contacts''' at the bottom of the list.
+
'''Note: '''Multiple reps may be removed at one time by selecting as many check boxes as desired and then click remove.
+
 
+
[[File:Communication.1.066.8.jpg]]
+
 
+
'''FIGURE 9-17''' Remove desired reps
+
 
+
===Add new members to a mailing list immediately===
+
Group membership must be maintained through manual selection or removal of names. To keep your initial mailing list up-to-date, you might consider adding new members to the appropriate mailing lists immediately after creating the new member record. Following is one example of how this might happen.
+
 
+
1. Immediately after a new member has been added to the ChamberMaster database and with the new member record selected in the '''Members''' module, click the '''Reps''' tab.
+
 
+
2. Ensure that all desired reps for this new member have been added. If not, add reps at this time by clicking '''Add a New Rep'''.
+
 
+
3. Click the name of one of the reps in the '''List of Representatives''' area.
+
 
+
4. Scroll to the '''Group Participation''' area at the bottom of the screen and click '''Join a Group'''.
+
 
+
[[File:Communication.1.067.1.jpg]]
+
 
+
'''Figure 9-18''' Group Participation area
+
 
+
5. Click the desired group to join.
+
 
+
6. Click the double right arrow to move the desired group to the '''Selected Groups''' list box.
+
 
+
7. Click '''Continue'''.
+
 
+
[[File:Communication.1.067.3.jpg]]
+
 
+
'''Figure 9-19''' Join a group
+
 
+
8. If this representative should belong to more groups, complete steps 4-7 again until they belong to all desired groups.
+
 
+
9. If other representatives should belong to groups as well, perform steps 3-7 above and select the next desired representative.
+
 
+
===Remove representatives from a group manually===
+
<div xmlns="http://www.w3.org/1999/xhtml">
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0PS0HA">Representatives are removed from groups manually or during the process of changing a member status to </span><span style="font-weight: bold;">Dropped/Inactive</span>.</div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OS0HA">Click </span><span style="font-weight: bold;">Groups</span> in the left-hand navigation bar.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NS0HA">Click the </span><span style="font-weight: bold;">Home</span> tab.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MS0HA">Click the </span><span style="font-weight: bold;">Group Name</span> of the mailing list to be modified.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0LS0HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_representatives_from_a_group_manually-Communication.1.058.1.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0KS0HA">Figure 9-20</span></span> Select the desired group</div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JS0HA">Click the </span><span style="font-weight: bold;">Roster</span> tab.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IS0HA">Click to select the check box at the end of the row of the desired rep to be removed.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0HS0HA">Finding a rep may be done multiple ways.  If the business name is known, sort the roster by Business Name as shown in Figure 9-25. </span></div>
+
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0GS0HA">If the individual rep name is known, sort the roster by Rep Last Name or use the magnifying glass [[Image:Emails_Letters_and_Mailing_Lists-Remove_representatives_from_a_group_manually-Communication.1.058.2.jpg]] to search for rep by last name which displays when displaying a limited number of records on the page.</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0FS0HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_representatives_from_a_group_manually-Communication.1.058.3.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0ES0HA">Figure 9-21</span></span> Remove a rep</div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DS0HA">Click [[Image:Emails_Letters_and_Mailing_Lists-Remove_representatives_from_a_group_manually-Communication.1.058.4.jpg]]</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
</div>
+
 
+
===Remove representatives from a group when dropping or suspending a member===
+
The selection to change a member status is found on the '''General''' tab of the member’s record in the '''Members''' module. Select '''Dropped/Inactive''' when clicking the '''Membership Status''' arrow in the '''Additional Information''' area.
+
 
+
1. When changing the status of a member to '''Dropped/Inactive''', the '''Member Drop Options''' screen will appear.
+
In addition to the member status, each rep has a status of either '''Active''' or '''Inactive''' which is displayed for each rep on the '''Reps''' tab.
+
 
+
 
+
[[File:Communication.1.069.1.jpg]]
+
 
+
'''Figure 9-22''' Member Drop Options
+
 
+
2.Complete the '''Member Drop Options''' screen as desired. Note the '''Representatives''' area selections as detailed on Figure 9-23 below.
+
+
'''Rep Status'''
+
*Active status is appropriate for representatives of members that are currently active.
+
 
+
*Inactive status is appropriate for a rep who is no longer acting as a representative for the member. The rep’s information and history will be retained but there is a separate distinction given to them in reports and lists.
+
 
+
*Deleting a rep should be limited to a rep that was created by mistake. History and all reference to this rep would be removed.
+
Group Status
+
 
+
*Disabled reps within a group are not visible in the group list on a regular basis and will not be included when selecting to contact these group members. Disabling a rep also preserves the history of their participation in this group.
+
 
+
*Deleting a rep from a group, removes all record of their participation in the group.
+
 
+
[[File:Communication.1.069.2.jpg]]
+
 
+
'''Figure 9-23''' Representative options
+
 
+
'''Note:''' Both active and inactive reps may be set as disabled in a group. Inactive reps, that are not disabled, are still included in emails sent to the group
+
 
+
'''Note:''' Representatives that have a status of inactive will NOT automatically be returned to active status if a member is reinstated. Individual reps must be returned to active status on the '''Reps''' tab.
+
 
+
3. Click '''Save & Exit'''.
+
 
+
===Disable a rep within a group===
+
At times it may be necessary to disable a rep within a group. These members are not visible on a regular basis and will not be included if you select to contact these group members. View them at anytime by clicking '''Show Disabled group members'''. The history of their participation in this group may be preserved this way.
+
 
+
#Click '''Groups''' in the left-hand menu.
+
#Click the '''Roster''' tab of the desired group
+
#Click to select the member or members that should be disabled.
+
#Click '''Disable Selected members'''.
+
 
+
'''Note:''' You can also view their group participation on the '''Reps''' tab of the member record. Make changes to the reps status from the Reps tab by clicking the Group name.
+
 
+
'''Note:''' Both active and inactive reps may be set as disabled. Inactive reps, that are not disabled, are still included in emails sent to the group.
+
 
+
 
+
<html>
+
<!-- copy and paste. Modify height and width if desired. -->
+
      <object id="scPlayer"  width="640" height="480" type="application/x-shockwave-flash" data="http://content.screencast.com/users/micronet_training/folders/chambers/media/d8ec121a-ba11-47f2-a1c9-5e9caf260126/mp4h264player.swf" >
+
<param name="movie" value="http://content.screencast.com/users/micronet_training/folders/chambers/media/d8ec121a-ba11-47f2-a1c9-5e9caf260126/mp4h264player.swf" />
+
<param name="quality" value="high" />
+
<param name="bgcolor" value="#FFFFFF" />
+
<param name="flashVars" value="thumb=http://content.screencast.com/users/micronet_training/folders/chambers/media/d8ec121a-ba11-47f2-a1c9-5e9caf260126/FirstFrame.jpg&containerwidth=640&containerheight=480&analytics=UA-62452564-3&content=http://content.screencast.com/users/micronet_training/folders/chambers/media/d8ec121a-ba11-47f2-a1c9-5e9caf260126/c003.mp4&blurover=false" />
+
<param name="allowFullScreen" value="true" />
+
<param name="scale" value="showall" />
+
<param name="allowScriptAccess" value="always" />
+
<param name="base" value="http://content.screencast.com/users/micronet_training/folders/chambers/media/d8ec121a-ba11-47f2-a1c9-5e9caf260126/" />
+
<iframe type="text/html" frameborder="0" scrolling="no" style="overflow:hidden;" src="http://www.screencast.com/users/micronet_training/folders/chambers/media/d8ec121a-ba11-47f2-a1c9-5e9caf260126/embed" height="480" width="640" ></iframe>
+
</object>
+
</html>
+
 
+
===Allow members to join group===
+
<div xmlns="http://www.w3.org/1999/xhtml">
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0CR0HA">Members may choose to join or remove themselves from groups that have been designated by Chamber staff.  When a member logs into the Member Information Center, they are able to select the desired groups.</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0BR0HA">[[Image:Emails_Letters_and_Mailing_Lists-Allow_members_to_join_group-Communication.1.061.1.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0AR0HA">Figure 9-24 Member is able to select to belong to group</span></div>
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt;"><span id="wwpID0E06Q0HA">Designate Group as Member self-select</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05Q0HA">Click </span><span style="font-weight: bold;">Groups</span> in the left-hand menu.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04Q0HA">Select the title of the desired Group.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03Q0HA">Click the </span><span style="font-weight: bold;">General</span> tab.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02Q0HA">Click the checkbox “Allow members to join/leave this group through their Member Information Center login.”</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01Q0HA">Click </span><span style="font-weight: bold;">Save Changes</span>.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0ZQ0HA">[[Image:Emails_Letters_and_Mailing_Lists-Allow_members_to_join_group-Communication.1.061.2.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0YQ0HA">Figure 9-25 Allowing members to join/leave this group</span></div>
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt;"><span id="wwpID0E0XQ0HA"> </span></div>
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt;"><span id="wwpID0E0WQ0HA">Steps for Member to Join/Leave Group</span></div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VQ0HA">Member accesses </span><span style="color: #003366; font-size: 11pt; text-decoration: underline;">[[http://www.chamberlogin.com/|www.chamberlogin.com]]</span> and logs in to the Member Information Center.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UQ0HA">Click </span><span style="font-weight: bold;">Employees/Reps</span> in the <span style="font-weight: bold;">Member Info</span> section of the left-hand menu.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TQ0HA">Click to select the checkbox in front of the desire group to join (or click to deselect the desired group to leave).</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0SQ0HA">[[Image:Emails_Letters_and_Mailing_Lists-Allow_members_to_join_group-Communication.1.061.3.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0RQ0HA">Figure 9-26 Member selects desired groups</span></div>
+
</div>
+
 
+
===Allow the public to join===
+
Any group can be set so that visitors to your website could add themselves to your group. Select each group as shown below, then make sure you’ve got the appropriate website link added to your public website as shown here: http://aname.yourdomain.com/communication
+
 
+
*Allows the public (consumers, non-members) and members to easily sign up for groups.
+
*It’s a public module, like the business directory, event calendar, etc.
+
 
+
 
+
[[File:Communication.1.072.1.jpg]]
+
 
+
 
+
*Select the “Allow consumers to join/leave this group …“ checkbox on the desired group(s)
+
*Have your web designer add the /communication module link to your website
+
*Visitors will fill out the contact info and select desired group(s). After replying to a simple confirmation email, the visitor will be added to your group.
+
*If the email used on the form matches an existing representative then the group membership is tied to a particular representative, and thus a membership.
+
*If the email doesn’t belong to a rep then it is created as a [[Community Member]].
+
*Recipients may unsubscribe via the unsubscribe link in the emails or submit another form with no groups selected.
+
 
+
===Other suggestions for creating groups===
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0DQ0HA">Many tasks in ChamberMaster are made simple when groups are defined.  For instance, communication may easily be targeted to a pre-defined group and the database may be queried for a particular group.  The suggestions below may trigger some of your own ideas on how to create and use groups.  Remember, these are simply some ideas - - use your own creativity in naming and organizing potential groups.</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0CQ0HA">As you create groups, a </span><span style="font-weight: bold;">Group Type</span> designation will help to keep them organized.  Create your own group types by selecting <span style="font-weight: bold;">Define Group Types</span> in the <span style="font-weight: bold;">Setup</span> module You may edit group types when on the <span style="font-weight: bold;">General</span> tab of any group by clicking <span style="font-weight: bold;">Type:</span> (see Figure 9-24 in the “Mailing list groups” below)</div>
+
 
+
===Mailing list groups===
+
[[File:Communication.1.074.1.jpg]]
+
 
+
'''Figure 9-24''' General tab when in the tabbed view
+
 
+
===Advisory groups===
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E04P0HA">[[Image:Emails_Letters_and_Mailing_Lists-Advisory_groups-Communication.1.065.1.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E03P0HA">Figure 9-25 Advisory groups</span></div>
+
 
+
===Committee groups===
+
[[File:Communication.1.076.1.jpg]]
+
 
+
'''Figure 9-26''' Committee groups
+
 
+
===Community groups===
+
[[File:Communication.1.077.1.jpg]]
+
 
+
'''Figure 9-27''' Community groups
+
 
+
===Program groups===
+
[[File:Communication.1.078.1.jpg]]
+
 
+
'''Figure 9-28''' Program groups
+
 
+
===New member groups===
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PP0HA">[[Image:Emails_Letters_and_Mailing_Lists-New_member_groups-Communication.1.069.1.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0OP0HA">Figure 9-29</span></span> New member groups</div>
+
 
+
===Unsubscribe Option===
+
<div xmlns="http://www.w3.org/1999/xhtml">
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0MP0HA">Selecting the new link at the bottom of ChamberMaster-generated emails will give members an option to 'Unsubscribe'.</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0LP0HA">[[Image:Emails_Letters_and_Mailing_Lists-Unsubscribe_Option-Communication.1.070.1.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0KP0HA">Figure 1 - Sample of unsubscribe text at the bottom of email</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0JP0HA">If the email was generated through a ChamberMaster group, the unsubscribe button will unsubscribe the email address from that particular group only.  The group name the member belongs to will remain anonymous during the unsubscribe process.  The members will also have a smaller, less-noticeable option to unsubscribe from all mass mailings if desired.  See Figure 2 below</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0IP0HA">[[Image:Emails_Letters_and_Mailing_Lists-Unsubscribe_Option-Communication.1.070.2.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0HP0HA">Figure 2 – Sample unsubscribe page when member is emailed through a Group</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0GP0HA">If the email was generated through other staff selections (such as selecting the member individually or by using a selection such as All Reps), the selection to unsubscribe will unsubscribe the member from all mass mailings.  See Figure 3.</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0FP0HA">[[Image:Emails_Letters_and_Mailing_Lists-Unsubscribe_Option-Communication.1.070.3.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0EP0HA">Figure 3 – Sample unsubscribe page when the member email is not generated from a group</span></div>
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0DP0HA">Unsubscribe Guidelines &amp; Tips</span></div>
+
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CP0HA">Place your logo on the unsubscribe page by selecting </span><span style="font-weight: bold;">Setup-&gt;Business Information-&gt;Upload your Business Logo.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BP0HA">If a member selects to unsubscribe from all email communications, they will not be included in any mass communication (i.e. emails addressed to more than a single email).</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AP0HA">Members may always be contacted through single emails to the member, regardless of their subscription status.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06O0HA">Members will not have an option to re-subscribe (resubscribe); staff members will have the ability to re-subscribe a member using </span><span style="font-weight: bold;">Communication-&gt;Manage Unsubscribed Emails</span>.  Click the email address of the unsubscribed.  Uncheck the <span style="font-weight: bold;">Opt-Out</span> checkbox and click <span style="font-weight: bold;">Save</span>. See Figure 4. When a staff re-subscribes a member, the date and name of staff are recorded.  Re-subscribed emails and the name and date of their re-subscription may be viewed at any time.  .</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E05O0HA">[[Image:Emails_Letters_and_Mailing_Lists-Unsubscribe_Option-Communication.1.070.4.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E04O0HA">Figure 4 – Sample where staff may re-subscribe a member</span></div>
+
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03O0HA">When an address is unsubscribed, an icon indicating this appears in multiple places.</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="margin-left: 54pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E02O0HA">On a Group Roster:</span></span> Staff will still see the unsubscribed member name in the group but it will be identified as an "unsubscribed" email by a grey mail icon.  Unsubscribed members will not be included in mass emails to that group.  See Figure 5.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 72pt; text-align: justify;"><span id="wwpID0E01O0HA">[[Image:Emails_Letters_and_Mailing_Lists-Unsubscribe_Option-Communication.1.070.5.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0E0ZO0HA">Figure 5 – Sample group roster showing an unsubscribed email</span></div>
+
  <div style="margin-left: 54pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0YO0HA">At the top of the Reps tab</span></span>:  Those unsubscribed will display an option of <span style="font-weight: bold;">Edit Subscriptions</span> if you hover over their email address or the <span style="font-weight: bold;">Send Email</span> link. Click <span style="font-weight: bold;">Edit Subscriptions</span> to view or modify their unsubscribe status.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 72pt; text-align: justify;"><span id="wwpID0E0XO0HA">[[Image:Emails_Letters_and_Mailing_Lists-Unsubscribe_Option-Communication.1.070.6.jpg]]</span></div>
+
  <div style="margin-left: 54pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0WO0HA">On the Reps tab in Groups section:</span></span> Those unsubscribed from a group will be identified with a grey mail icon next to the group name in the Group Participation list. See Figure 6.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 72pt; text-align: justify;"><span id="wwpID0E0VO0HA">[[Image:Emails_Letters_and_Mailing_Lists-Unsubscribe_Option-Communication.1.070.7.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 72pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0UO0HA">Figure 6 – Sample Group Participation list showing unsubscribed email in tow different groups</span></span></div>
+
  <div style="margin-left: 54pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0TO0HA">On a mass email recipient list:</span></span> Those unsubscribed from all emails or from a particular group (if selected) will be identified on the recipient list with a grey mail icon next to their email address.  The unsubscribed recipients will not receive the email even if they are not removed from the recipient list.  See Figure 7.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 72pt; text-align: justify;"><span id="wwpID0E0SO0HA">[[Image:Emails_Letters_and_Mailing_Lists-Unsubscribe_Option-Communication.1.070.8.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0E0RO0HA">Figure 7 – Sample recipient list displaying unsubscribed emails</span></div>
+
  <div style="margin-left: 54pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0QO0HA">When sending a single email:</span></span> If a member has unsubscribed from all mass emails, even when sending a single email, the ChamberMaster email editor will remind you that they have unsubscribed from mass emails.  However, the email will be sent.  See Figure 8.</div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 72pt; text-align: justify;"><span id="wwpID0E0PO0HA">[[Image:Emails_Letters_and_Mailing_Lists-Unsubscribe_Option-Communication.1.070.9.jpg]]</span></div>
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 108pt; text-align: justify;"><span id="wwpID0E0OO0HA">Figure 8 – Sample of sending single email to member that is unsubscribed from all mass emails</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0NO0HA"> </span></div>
+
</div>
+
 
+
==eReferral==
+
The '''eReferral''' is designed to accomplish two tasks with a single entry - getting desired member information to a consumer while letting the member know that they’ve been referred.<br />
+
 
+
Pertinent consumer information is entered and then the eReferral tool is used to generate an email message or printout that includes the selected member(s) contact information in referral format.<br />
+
 
+
You can then choose to pass along the consumer's information to the members you referred. Through a separate optional email message, your member(s) are informed that their business information was passed on to an interested consumer. In turn the consumer's information is provided to your members so they can, if they so choose, provide additional outreach to that consumer.<br />
+
 
+
===Why use eReferrals?===
+
eReferrals allow you to show give your members' information to consumers when they ask for it. At the same time you can choose to send that consumer's information to your members giving them a lead.
+
<br />
+
Every eReferral is recorded allowing you to show your members the value that you are giving them. Each referral means you are pointing customers to their business.
+
<br />
+
Take for example, a consumer that calls and asks for a list of restaurants in your area. You enter their contact information in the '''eReferral''' screen. After selecting the Restaurant category members as your designated recipients, you click one button to email the detailed restaurant list with addresses, phone numbers, and web site address to the consumer. Then you click one additional button to send an email to the restaurant members with a message indicating that they have been referred. All these steps are handled under one screen.<br />
+
 
+
If you don't want to send an email to your members that's no problem. You can still record that you referred a member to them so they can see or be shown the added benefit of their membership with your association.
+
===Send and Record an eReferral===
+
#Click the '''Add''' button at the top of your database.
+
#Choose '''eReferral'''
+
[[File:Send_an_eReferral.png|none|Quick steps to send an eReferral]]
+
'''Details'''
+
#Click the '''Add''' button at the top of your database.
+
#Choose '''eReferral'''
+
#Enter in as much or as little '''Potential Customer''' information as desired.
+
#Select the members you wish to refer.
+
#:You can select members by name or category. You can also select specific representatives by name or by group.
+
#:[[File:EReferral_Refer_Potential_Customers_to.png|framed|none|Add Referral Recipients]]
+
#::When selecting members by '''name''' or '''category''' you can expand the advanced filter section and filter by boolean type (checkbox) member custom fields.
+
#::[[File:EReferral_Advanced_Filter.png|framed|none|eReferral Advanced Filter Options]]
+
#Check off and remove any records you wish to exclude by clicking '''Remove Selected Recipients'''
+
#Click '''Preview final referral recipients list with options to print/email potential customer'''
+
#:[[File:EReferral_Preview_referral_recipients.png|framed|none|View, Print or Email the referral information]]
+
#Review the information and at the bottom you can '''print''' or '''email''' this list to the potential customer.
+
#In the Referral Recipient Options you can select the desired Lead Source (see [[eReferrals#Change Default eReferral Settings | eReferral Settings]] below to set up lead sources)
+
#Check or uncheck '''Send email to Referral Recipients'''
+
#:Checked will send an email using the options below to those being referred and will record it in the member's communication history.
+
#:Unchecked will just record the eReferral in the member's communication history and will not send an email to your members.
+
#Adjust your '''Email From''', '''Include Carbon Copy''', '''Subject Line''' and modify your '''Message''' with details about the potential customer if desired.
+
#Click '''Send and Record Referral''' or '''Record Referral'''
+
 
+
====Send an eReferral====
+
''REDIRECT'' [[eReferrals]]
+
 
+
1. Click to add an eReferral using the desired selection found within the Members (Add eReferral), Events (Add eReferral), Communication (Send an eReferral), or Info Request (Add an eReferral) modules.
+
 
+
2. Edit the Contact Information area using the consumer information. See Figure 11-1 below.
+
 
+
3. Edit the Email Options area with desired email subject line, return email address, and text that the member will receive. Note: to change the default selections, click setup options.
+
 
+
4. Use the Add Recipients box to include additional members in the referral.
+
 
+
5. Click Detailed Recipient List.
+
 
+
[[File:Communication.1.082.1.jpg]]
+
 
+
'''Figure 11-1''' eReferral window
+
 
+
'''Note: '''To change the default consumer email subject line and text, select setup options on the previous screen.
+
 
+
6. On the next screen, click '''Print Lis'''t and then click '''Print'''. (see Figure 11-2)
+
or Click '''Email List''' and then click '''Send Email'''. Note: When selecting '''Email List''', the displayed email address is from the '''Contact Information''' area on the previous screen.
+
 
+
 
+
[[File:Communication.1.082.2.jpg]]
+
 
+
'''Figure 11-2''' Detailed Recipient List
+
 
+
 
+
'''Note: '''This eReferral is recorded by default in the member’s communication history. To change this default, under eReferral Settings/Options in the Setup module click to designate if eReferrals should log automatically.
+
 
+
7. Click '''Close Window'''.
+
 
+
8. Click '''Send Referral''' to send the referral email to the selected recipients (the members). (See figure 11-1).
+
 
+
===Change Default eReferral Settings===
+
#Click '''Setup''' on the main left menu.
+
#In the Information Request section click '''eReferral Settings/Options'''
+
#Specify the default eMail From:
+
#Customize the default subject and message for the email being sent to your members.
+
#Customize the default subject and message for the email being sent to the consumer.
+
#If you are using multiple lead sources edit your list of lead sources.
+
#:The first item in the list will be the default lead source.
+
#:Lead source list can be blank. This is an optional field.
+
#Click '''Save and Exit'''
+
[[Category:Members]]
+
  
 
==Storing Documents - Cloud Drive==
 
==Storing Documents - Cloud Drive==
Line 3,254: Line 1,836:
 
*[[Emails_Letters_and_Mailing_Lists-Storing documents on a member’s record for archiving purposes|Storing documents on a member’s record for archiving purposes]]
 
*[[Emails_Letters_and_Mailing_Lists-Storing documents on a member’s record for archiving purposes|Storing documents on a member’s record for archiving purposes]]
 
*[[Emails_Letters_and_Mailing_Lists-Storing files for members to access|Storing files for members to access]]
 
*[[Emails_Letters_and_Mailing_Lists-Storing files for members to access|Storing files for members to access]]
*[[Emails_Letters_and_Mailing_Lists-Storing files that can be attached to an email or accessed through a URL|Storing files that can be attached to an email or accessed through a URL]]
 
 
*[[Storing_Images_Used_In_Emails|Storing images that are used in emails or wherever the editor is used]]
 
*[[Storing_Images_Used_In_Emails|Storing images that are used in emails or wherever the editor is used]]
  
Line 3,787: Line 2,368:
  
 
===Copy and paste output from another HTML program (like Constant Contact)===
 
===Copy and paste output from another HTML program (like Constant Contact)===
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0IG0HA">Being an HTML editor, ChamberMaster’s editor allows copy and paste of HTML content.  Therefore it is possible to produce your communication piece in other programs, like Constant Contact, and simply copy and paste the final version into the ChamberMaster editor.</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0HG0HA">Care should always be taken that the content is coming over properly but we have found it to be quite successful.  Please send yourself a copy of the email first to verify that the content and appropriate links are maintained.</span></div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0GG0HA">Here is an example using Constant Contact.</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FG0HA">Create the desired content in Constant Contact.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EG0HA">In Constant Contact, click </span><span style="font-weight: bold;">Preview</span>. [[Image:Emails_Letters_and_Mailing_Lists-Copy_and_paste_output_from_another_HTML_program-Communication.1.086.1.jpg]]</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DG0HA">When the preview window displays, highlight the final version that displays on the screen.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CG0HA">Right-click and select </span><span style="font-weight: bold;">Copy</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BG0HA">Open a ChamberMaster editor screen</span></span> with the desired recipients selected.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AG0HA">Right-click and select </span><span style="font-weight: bold;">Paste</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06F0HA">The content will display in the ChamberMaster editor.  Some content may not appear to be displaying properly while in the editor but will display correctly when received in the editor.  Please send a sample copy to yourself to test it out first.  </span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify; text-indent: -18pt;"><span id="wwpID0E05F0HA">No guarantees or support is available for this method from ChamberMaster but it has worked successfully for a number of chambers.</span></div>
 
  
===Using and Integrating Constant Contact===
+
Being an HTML editor, ChamberMaster’s editor allows copy and paste of HTML content.  Therefore it is possible to produce your communication piece in other programs, like Constant Contact, and simply copy and paste the final version into the ChamberMaster editor. Care should always be taken that the content is coming over properly but we have found it to be quite successful.  Please send yourself a copy of the email first to verify that the content and appropriate links are maintained. Here is an example using Constant Contact.
 +
 
 +
#Create the desired content in Constant Contact.</span></div></td>
 +
#In Constant Contact, click Preview.
 +
#:[[Image:Emails_Letters_and_Mailing_Lists-Copy_and_paste_output_from_another_HTML_program-Communication.1.086.1.jpg]]
 +
#When the preview window displays, highlight the final version that displays on the screen.
 +
#Right-click and select </span><span style="font-weight: bold;">Copy</span>.</div></td>
 +
#Open a ChamberMaster editor screen with the desired recipients selected.
 +
#Right-click and select '''Paste'''.
 +
#The content will display in the ChamberMaster editor.  Some content may not appear to be displaying properly while in the editor but will display correctly when received in the editor.  Please send a sample copy to yourself to test it out first.
 +
   
 +
No guarantees or support is available for this method from ChamberMaster but it has worked successfully for a number of chambers.
 +
 
 +
=='''<span style="color:#800080">Integrating Constant Contact'''</span>==
 +
----
 +
 
 
The ChamberMaster/GrowthZone member management system allows you to connect to your Constant Contact account to automate updates to your Constant Contact lists based on updates made in the database. Once configured representatives that have been added to the database or specific groups will automatically be added to Constant Contact. Any reps that are disabled within in a group will be removed from their respective lists.  
 
The ChamberMaster/GrowthZone member management system allows you to connect to your Constant Contact account to automate updates to your Constant Contact lists based on updates made in the database. Once configured representatives that have been added to the database or specific groups will automatically be added to Constant Contact. Any reps that are disabled within in a group will be removed from their respective lists.  
:'''Note:''' Any Representatives that are deleted from the database or removed from a group will still remain in Constant Contact. These contacts would need to be manually removed from Constant Contact in these circumstances. For best results avoid deleting or removing representatives within your database and instead simply disable them within the group.
+
 
  
 
Constant Contact has a special pricing program for Chambers of Commerce see the details [http://www.constantcontact.com/partners/chamber here].
 
Constant Contact has a special pricing program for Chambers of Commerce see the details [http://www.constantcontact.com/partners/chamber here].
===Enable Constant Contact Synchronization===
+
 
 +
==='''<span style="color:#800080">Constant Contact- How the Sync Works '''</span>===
 +
----
 +
Representatives may be synchronized to Constant Contact automatically or manually.
 +
 
 +
===='''<span style="color:#800080">Nightly Synchronization'''</span>====
 +
----
 +
 
 +
Under the '''Association General Options and Settings'''. You can enable an automatic nightly synchronization that will occur between 1am and 6am CST. You can choose to synchronize any or all of the following:
 +
 
 +
*'''Automatically sync all active reps for active and courtesy members'''. If this option is enabled, each time the nightly synchronization is run, Constant Contact will remove all the contacts in its '''All Active and Courtesy Representatives from ChamberMaster/MemberZone''' list, and recreate the list with the information received from ChamberMaster/MemberZone in the nightly sync.
 +
*'''Automatically sync membership types daily'''. If this option is enabled, Constant Contact will delete all contacts in its membership type lists, and replace with contacts received from the ChamberMaster/MemberZone nightly sync.
 +
*'''Automatically sync groups daily'''. If this option is selected, all groups will be synchronized nightly to Constant Contact. You may select specific groups to be synchronized via the Group > Sync tab. When synchronization occurs, Constant Contact will (1) Remove any reps that have been disabled in the group, (2) Add any reps that have been added to the group as active group members. Groups are matched by group name. If the group does not exist in Constant Contact, it is automatically created.
 +
 
 +
See '''[[Communication#Enable_Constant_Contact_Synchronization|Enable Constant Contact Synchronization]]''' for further instruction on configuring your nightly synchronization.
 +
 
 +
===='''<span style="color:#800080">Manual Group Synchronization'''</span>====
 +
----
 +
Groups may be manually synchronized from the '''Synch''' tab, within the '''Groups''' module. 
 +
 
 +
When a group is manually synchronized, Constant Contact will remove all contacts in the list, and replace with the reps received from the ChamberMaster/MemberZone manual sync. Groups are matched up by name between Constant Contact & ChamberMaster. If the group doesn’t exist in Constant Contact, it is automatically created.
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE:'''
 +
*When Groups are synchronized to Constant Contact nightly, reps that have been deleted from the group will '''NOT''' be removed from the list in Constant Contact. Best Practice is to disable the rep from the group and not delete. If you do wish to delete the rep, disable the rep first, then after the next synchronization you may delete the rep.
 +
*Reps that have unsubscribed from your database mailing list will not be included in the synch to Constant Contact.
 +
|}
 +
 
 +
==='''<span style="color:#800080">Enable Constant Contact Synchronization'''</span>===
 +
----
 +
 
 
You must have an active account with Constant Contact to setup and use the synchronization tool.
 
You must have an active account with Constant Contact to setup and use the synchronization tool.
 
#Login to your database with administrator privileges.
 
#Login to your database with administrator privileges.
 
#Click '''Setup''' in the left-hand menu.
 
#Click '''Setup''' in the left-hand menu.
#Click '''General Options and Settings''' in the Association Information (or Chamber Information) area.
+
#Click '''General Options and Settings''' in the Association Information (or Chamber Information) area.  
 +
#:[[File:CC General Settings.JPG|800px|center]]
 
#Select ConstantContact from the Newsletter Solution drop-down box.
 
#Select ConstantContact from the Newsletter Solution drop-down box.
 
#In the Add-On Manager area click the blue link '''Please click here to authorize the Constant Contact connection.'''
 
#In the Add-On Manager area click the blue link '''Please click here to authorize the Constant Contact connection.'''
#Follow the prompts to authorize the database with your Constant Contact account.
+
#:[[File:Login to CC.JPG|400px|center]]
#Choose which items you would like to have automatically synchronize each night. Automatically synchronize membership types daily, Automatically synchronize groups daily, and/or Automatically sync all active reps for active and courtesy members to allow ChamberMaster to pass all ChamberMaster Membership Types, active reps and/or Group updates and additions nightly to your Constant Contact account. To select only specific groups, click the Synch tab in the Groups module.
+
#Follow the prompts to authorize the database with your Constant Contact account. Once you have authorized connection between ChamberMaster/MemberZone & Constant Contact '''Authorization for this application to sync contact data to your Constant Contact account has been completed.''' will be displayed.
#:If you’d rather select only certain groups to be synched, then you’ll need to deselect all others on the Synch tab in the Groups module. See [[Constant_Contact_Synchronization#Selecting Which Groups to Synchronize | Selecting Which Groups to Synchronize]] below for more info.
+
#Choose which items you would like to have automatically synchronize each night.  
 +
#*'''Automatically sync groups daily'''
 +
#*'''Automatically sync membership types daily'''
 +
#*'''Automatically sync all active reps for active and courtesy members'''
 +
#:See '''[[Communication#Nightly_Synchronization|Nightly Synchronization]]''' for further information. If you do not wish to synchronize all groups, see '''[[Communication#Selecting_Which_Groups_to_Synchronize|Selecting Which Groups to Synchronize]]''' for more information.
 +
#:[[File:CC Integration Setup.JPG|800px|center]]
 
#Click '''Save'''.
 
#Click '''Save'''.
:Going forward, make any additions to these list or changes to contact information in your software. Each night a synch takes place and any added reps will be added. Any reps disabled will be removed. If a rep is deleted from the database they will not be removed. For best results, manage all additions and updates in ChamberMaster / GrowthZone only and don't delete any records.
 
:'''Note:''' Reps that have unsubscribed from your database mailing list will not be included in the synch to Constant Contact.
 
  
===Selecting Which Groups to Synchronize===
+
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE:'''
 +
*When Groups are synchronized to Constant Contact nightly, reps that have been deleted from the group will '''NOT''' be removed from the list in Constant Contact. Best Practice is to disable the rep from the group and not delete.
 +
*Reps that have unsubscribed from your database mailing list will not be included in the synch to Constant Contact.
 +
|}
 +
 
 +
==='''<span style="color:#800080">Selecting Which Groups to Synchronize'''</span>===
 +
----
 +
 
 
Once the Constant Contact synchronization is setup you will be able to configure which groups are set to be synchronized each night.
 
Once the Constant Contact synchronization is setup you will be able to configure which groups are set to be synchronized each night.
:'''Note:''' The groups option must be checked off in step #7 above for any groups to synchronize.
+
'''Automatically sync groups daily''' must be enabled in the '''General Options & Settings''' to initiate nightly synchronization. See '''[[Communication#Enable_Constant_Contact_Synchronization|Enable Constant Contact Synchronization]]''' for instructions.  
====View & Remove Groups from the daily synchronization====
+
===='''<span style="color:#800080">View & Remove Groups from the daily synchronization'''</span>====
 +
----
 
#Select the '''Groups''' module.
 
#Select the '''Groups''' module.
 
#At the top, select the '''Synch''' tab.
 
#At the top, select the '''Synch''' tab.
Line 3,876: Line 2,462:
 
#Uncheck any that you wish to stop Synchronizing and then click '''Save'''
 
#Uncheck any that you wish to stop Synchronizing and then click '''Save'''
  
====Set a group to start synchronizing each day====
+
===='''<span style="color:#800080">Set a group to start synchronizing each day'''</span>====
:'''Option 1 - From the general tab'''
+
----
:#Select the '''Groups''' module.
+
 
:#At the top select the '''Home''' tab.
+
'''Option 1 - From the Group's General tab'''
:#Click on the group name that you'd like to change the setting for.
+
:#Check the box to "Synch this group with Constant Contact."
+
:#:[[file:Groups_Additional_Options.png|framed|none|Additional Options for Groups]]
+
:#Click '''Save Changes'''
+
:'''Option 2 - From the Synch tab'''
+
:#Select the '''Groups''' module.
+
:#At the top, select the '''Synch''' tab.
+
:#Uncheck '''Display groups set to synch only.'''
+
:#Check off the groups you wish to synchronize.
+
:#Click '''Save'''
+
===Synchronize a Group Now===
+
 
#Select the '''Groups''' module.
 
#Select the '''Groups''' module.
#At the top select the '''Synch''' tab.
+
#At the top select the '''Home''' tab.
#Next to each group that has the synch enabled you can click the '''Synch Now''' button.
+
#Click on the group name that you'd like to change the setting for.
#:This will initiate a synch process that will take up to 15 minutes to complete on Constant Contact's end. You can view the '''Activity''' report on Constant Contact to see the status of the import.
+
#Check the box to "Synch this group with Constant Contact."
===Manually Export Contacts to Constant Contact===
+
#:[[file:Groups_Additional_Options.png|framed|none|Additional Options for Groups]]
You can manually create a contact list and export it to Constant Contact as well.
+
#Click '''Save Changes'''
See [[Manually_Export_Your_Contacts_for_Constant_Contact|Manually Export your Contacts for Constant Contact]] for details.
+
----
===Constant Contact FAQ===
+
'''Option 2 - From the Synch tab'''
:'''Why are there fewer contacts in my Constant Contact list than what is showing in my database?'''<br />
+
#Select the '''Groups''' module.
:'''A)''' When the data is pushed over to Constant Contact any emails that are invalid are automatically excluded. Any emails that are unsubscribed within Constant Contact would also be excluded from the final list in Constant Contact.<br />
+
#Select the '''Synch''' tab.
<br />
+
#:[[File:Synch Tab.JPG|600px|center]]
:'''When does the synch happen each day?'''
+
#Uncheck '''Display groups set to synch only.'''
:'''A)''' The synch happens between 11pm and 4am Central Standard Time daily.<br />
+
#Check off the groups you wish to synchronize.
<br />
+
#Click '''Save'''
:'''What happens when I change a representatives email in ChamberMaster/GrowthZone?'''  
+
 
:'''A)''' The representative will be added to anything their previous email was attached to but their previous email will not be removed. If you want their previous email removed you would need to do that directly within Constant Contact.
+
===='''<span style="color:#800080">Manually Synchronize Group(s) to Constant Contact'''</span>====
[[Category:Communication]]
+
----
 +
 
 +
#Select '''Groups''' in the left-hand navigation panel.
 +
#Select the '''Synch''' tab.
 +
#:[[File:Synch Tab.JPG|600px|center]]
 +
#A list of those groups for which you enabled synchronization will be displayed. For each group that you wish to synchronize, click the '''Synch Now''' button. '''NOTE:''' If you wish to synchronize groups that have not been configured for nightly synchronization, clear the '''Display groups set to synch only''' check-box. All groups will then be displayed.
 +
 
 +
The synch process is now initiated. You can view the status of the synch on the Activity report in Constant Contact.
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' When a group is manually synchronized, Constant Contact will remove all contacts in the list, and replace with the reps received from the ChamberMaster/MemberZone manual sync. Groups are matched up by name between Constant Contact & ChamberMaster. If the group doesn’t exist in Constant Contact, it is automatically created.
 +
|}
 +
 
 +
==='''<span style="color:#800080">Manually Export Contacts to Constant Contact'''</span>===
 +
----
  
===Manually Export Your Contacts for Constant Contact===
 
 
If automatic synchronization is not being used, or if manual exporting/updating is desired, use the steps here to export ChamberMaster/GrowthZone contacts so that they may be directly imported by Constant Contact.
 
If automatic synchronization is not being used, or if manual exporting/updating is desired, use the steps here to export ChamberMaster/GrowthZone contacts so that they may be directly imported by Constant Contact.
#Click Communication in the left-hand menu.
+
 
#Click Newsletters / Email Campaigns.
+
#Click '''Communication''' in the left-hand menu.
 +
#Click '''Newsletters/Email Campaigns''' in the '''Other Communication Tools''' section.
 
#Click the desired “Add” selection to mark names to be exported.
 
#Click the desired “Add” selection to mark names to be exported.
 
#:[[File:Selecting_information_to_be_exported.jpg|framed|none|Selecting information to be exported]]
 
#:[[File:Selecting_information_to_be_exported.jpg|framed|none|Selecting information to be exported]]
Line 3,919: Line 2,511:
 
#Remove any recipients that are not desired by clicking the checkbox in front of their name. Then click Remove Selected Items.
 
#Remove any recipients that are not desired by clicking the checkbox in front of their name. Then click Remove Selected Items.
 
#:[[File:Removing_un-desired_recipients.jpg|framed|none|Removing un-desired recipients]]
 
#:[[File:Removing_un-desired_recipients.jpg|framed|none|Removing un-desired recipients]]
#Click Continue.
+
#Click '''Continue'''.
 
#Repeat steps 3-6 to add any more desired recipients.
 
#Repeat steps 3-6 to add any more desired recipients.
#Click Create Mailing List when all names have been selected.
+
#Click '''Create Mailing List''' when all names have been selected.
 
#The Database will allow you to download and save these names in a file that may be imported into Constant Contact. Follow instructions on the screen to save the file with your desired name and location. Remember this name and location for importing into Constant Contact.
 
#The Database will allow you to download and save these names in a file that may be imported into Constant Contact. Follow instructions on the screen to save the file with your desired name and location. Remember this name and location for importing into Constant Contact.
[[Category:Communication]]
 
  
===Sample concept of using manual export from your database into Constant Contact===
+
===='''<span style="color:#800080">Sample concept of using manual export from your database to Constant Contact'''</span>====
 +
----
 
There are multiple ways of using your database and Constant Contact to maintain and keep contact information current. Below is one method that may work for you. Evaluate your own needs and contact Constant Contact for details on using their software.
 
There are multiple ways of using your database and Constant Contact to maintain and keep contact information current. Below is one method that may work for you. Evaluate your own needs and contact Constant Contact for details on using their software.
 
#Create a mailing list in Constant Contact that will contain the names of contacts that are NOT already in ChamberMaster. This will also contain the names of those that “Join” your mailing list using the Join selection provided by Constant Contact (used when the Subscribe button is selected within the emails). Add any desired contacts to this list now (excluding ChamberMaster contacts) and update whenever desired. Example mailing list title: '''Standard Mailing List'''
 
#Create a mailing list in Constant Contact that will contain the names of contacts that are NOT already in ChamberMaster. This will also contain the names of those that “Join” your mailing list using the Join selection provided by Constant Contact (used when the Subscribe button is selected within the emails). Add any desired contacts to this list now (excluding ChamberMaster contacts) and update whenever desired. Example mailing list title: '''Standard Mailing List'''
Line 3,933: Line 2,525:
 
#When sending the email, select both the “Standard Mailing List” and the “ChamberMaster Contacts List” as recipients of the email.
 
#When sending the email, select both the “Standard Mailing List” and the “ChamberMaster Contacts List” as recipients of the email.
  
====Notes====
+
'''NOTES'''
 +
 
 
*Make sure to keep the email addresses for your contacts up-to-date in ChamberMaster which will follow-through into Constant Contact and end up in the “ChamberMaster Contacts List”.
 
*Make sure to keep the email addresses for your contacts up-to-date in ChamberMaster which will follow-through into Constant Contact and end up in the “ChamberMaster Contacts List”.
 
*Updates to those contacts not in ChamberMaster may be done in Constant Contact on the “Standard Mailing List”.
 
*Updates to those contacts not in ChamberMaster may be done in Constant Contact on the “Standard Mailing List”.
Line 3,940: Line 2,533:
 
*If a ChamberMaster contact manually tells you they need their email address updated, you would need to change it in ChamberMaster so that it will be imported correctly next time.
 
*If a ChamberMaster contact manually tells you they need their email address updated, you would need to change it in ChamberMaster so that it will be imported correctly next time.
 
*If a ChamberMaster contact manually tells you they need a new address added to the mailing list, either add their email address as a New Rep in ChamberMaster or add them as a contact in Constant Contact in the “Standard Mailing List”.
 
*If a ChamberMaster contact manually tells you they need a new address added to the mailing list, either add their email address as a New Rep in ChamberMaster or add them as a contact in Constant Contact in the “Standard Mailing List”.
=====Disadvantages=====
+
 
 +
'''Disadvantages'''
 
*The Constant Contact Email History and Bounce History may not be retained since the ChamberMaster Contacts List will be cleared each time. Constant Contact only keeps history for 90 days anyway.
 
*The Constant Contact Email History and Bounce History may not be retained since the ChamberMaster Contacts List will be cleared each time. Constant Contact only keeps history for 90 days anyway.
 
*When importing the contacts from ChamberMaster, all of the Constant Contact fields are updated with the information from ChamberMaster. If custom fields or other contact information fields have manually been updated in Constant Contact, they would be overwritten by the information coming from ChamberMaster each time. If these additional fields are not being used by you in Constant Contact, then this will not affect you.
 
*When importing the contacts from ChamberMaster, all of the Constant Contact fields are updated with the information from ChamberMaster. If custom fields or other contact information fields have manually been updated in Constant Contact, they would be overwritten by the information coming from ChamberMaster each time. If these additional fields are not being used by you in Constant Contact, then this will not affect you.
 +
 +
==='''<span style="color:#800080">Constant Contact FAQ'''</span>===
 +
----
 +
 +
:'''Why are there fewer contacts in my Constant Contact list than what is showing in my database?'''<br />
 +
:'''A)''' When the data is pushed over to Constant Contact any emails that are invalid are automatically excluded. Any emails that are unsubscribed within Constant Contact would also be excluded from the final list in Constant Contact.<br />
 +
<br />
 +
:'''What happens when I change a representatives email in ChamberMaster/GrowthZone?'''
 +
:'''A)''' The representative will be added to anything their previous email was attached to but their previous email will not be removed. If you want their previous email removed you would need to do that directly within Constant Contact.
 +
[[Category:Communication]]
  
 
==Using and Integrating MailChimp==
 
==Using and Integrating MailChimp==
Line 3,975: Line 2,579:
 
#:Unsubscribers from the MailChimp system will remain subscribed in your database but MailChimp will prevent them from being imported at the next synchronization
 
#:Unsubscribers from the MailChimp system will remain subscribed in your database but MailChimp will prevent them from being imported at the next synchronization
  
===How to email the contact from MailChimp===
+
=='''<span style="color:#800080">Other Communication Tools'''</span>==
#Click Campaigns in the left-hand menu.
+
----
#Click Create Campaign.
+
==='''<span style="color:#800080">Web Leads'''</span>===
#Choose a type of campaign to send by clicking Select. (Example: Select “Regular ol’ Campaign”)
+
----
#Select which list to be sent and click Next.
+
 
#Click Send to a new segment.
+
Web Leads are generated in the following ways:
#Select the drop-down arrow in the Subscribers match… section.
+
 
#Select the Group (email list) that you’d like
+
*The consumer selecting the '''Contact these Businesses''' button within your directory. You can enable the '''Contact these Businesses''' button via the Directory Control Panel settings. See '''[http://supportwiki.micronetonline.com/Modify_the_Directory_Control_Panel#Contact_Businesses_Button Modify the Directory Control Panel]''' for details.
#:The Groups highlighted in yellow are the membership status and membership type groups. The purple groups show a sample of what your imported group types will look like.
+
*The consumer clicking the '''Request Info''' button on the members individual directory page
#Select any desired status’, types or other subsets within the groups.
+
*The consumer submits a Request for Proposal. '''NOTE''': The Pro edition of the software is required for Requests for Proposal. See '''[http://supportwiki.micronetonline.com/Request_for_Proposal_(RFP) Requests for Proposals]''' for further details.
#Click Next.
+
 
#Continue following on-screen steps to send the email.
+
 
 +
 
 +
===='''<span style="color:#800080">Approving/Rejecting Web Leads'''</span>====
 +
----
 +
 
 +
Staff signed up for '''All Web Leads Pending Approval''' will receive and email notification when either a Contact these Businesses lead or an RFP is submitted. '''NOTE''': If you wish to approve web leads prior to consumers contacting your members, enable the '''Require Staff Approval Before Delivery''' option under '''Setup->Directory Control Panel'''.
 +
 
 +
Web Leads may be viewed and approved via the '''Task List'''.  [[File:Vid.png|link=http://www.screencast.com/t/Bj7RBHLT3]]  [http://www.screencast.com/t/Bj7RBHLT3 Watch video demonstrating “Contact Businesses” and the Web Leads task list]
 +
 
 +
#Click '''Web Leads''' in the '''Task List'''.
 +
#:[[File:Web Leads.JPG|600px|center]]
 +
#Click the '''Subject/Message''' to view details of the Web Lead.
 +
#:[[File:Web Lead Details.JPG|600px|center]]
 +
#If you wish to view the contacts to whom the lead is to be sent, click the '''Show Recipients''' button.
 +
#:[[File:Show Recipients.JPG|600px|center]]
 +
#To approve the message, and send to members, click the '''Approve''' button. The message will be sent immediately. '''OR'''
 +
#If this message should not be delivered to members, click '''Reject'''. The message will not be sent to members. '''NOTE:''' No notice is sent to the sender of your rejection.
 +
 
 +
 
 +
==='''<span style="color:#800080">eReferral'''</span>===
 +
----
 +
 
 +
'''eReferral''' is designed to accomplish two tasks with a single entry - getting desired member information to a consumer while letting the member know that they’ve been referred.<br />
 +
 
 +
Pertinent consumer information is entered and then the eReferral tool is used to generate an email message or printout that includes the selected member(s) contact information in referral format.
 +
 
 +
You can then choose to pass along the consumer's information to the members you referred. Through a separate optional email message, your member(s) are informed that their business information was passed on to an interested consumer. In turn the consumer's information is provided to your members so they can, if they so choose, provide additional outreach to that consumer.<br />
 +
===='''<span style="color:#800080">Why use eReferrals'''</span>====
 +
----
 +
*eReferrals allow you to give your members' information to consumers when they ask for it. At the same time you can choose to send that consumer's information to your members giving them a lead.
 +
*Every eReferral is recorded allowing you to show your members the value that you are giving them. Each referral means you are pointing customers to their business.
 +
 
 +
:Take for example, a consumer that calls and asks for a list of restaurants in your area. You enter their contact information in the '''eReferral''' screen. After selecting the Restaurant category members as your designated recipients, you click one button to email the detailed restaurant list with addresses, phone numbers, and web site address to the consumer. Then you click one additional button to send an email to the restaurant members with a message indicating that they have been referred. All these steps are handled under one screen.
 +
*If you don't want to send an email to your members that's no problem. You can still record that you referred a member to them so they can see or be shown the added benefit of their membership with your association.
 +
 
 +
===='''<span style="color:#800080">View/Edit Default eReferral Settings'''</span>====
 +
----
 +
#Click '''Setup''' on the main left menu.
 +
#In the Information Request section click '''eReferral Settings/Options'''
 +
#Enter desired '''Email Send Options''':
 +
#*Specify the '''eMail From''': Select '''Use email address for the logged in chamber representative''' to specify that the from address should be the staff member logged in; or '''Use the email address''' and enter an email address to be used each time an eReferral is sent.
 +
#'''Email to referral recipients''': Customize the default subject and message for the email being sent to your members. Enable '''Include carbon copy to sender.''' if you wish a copy of the eReferral to be sent to the sender.
 +
#'''Email to potential customer''': Customize the default subject and message for the email being sent to the consumer.
 +
#'''Lead Sources''': Select the desired lead source. Lead Sources allow you to categorize where your eReferrals were initiated from. The Lead Source is included in the information emailed to your members and is also recorded on their Communication history.  It is also on the Referral Report which may be viewed in the Member Information Center (MIC). To add additional lead sources, click the '''edit list'''.
 +
#:The first item in the list will be the default lead source.
 +
#:Lead source list can be blank. This is an optional field.
 +
#Click '''Save and Exit'''
 +
 
 +
===='''<span style="color:#800080">Send and Record an eReferral'''</span>====
 +
----
 +
 
 +
#Click the '''Add''' button at the top of your database.
 +
#Choose '''eReferral'''
 +
[[File:Send_an_eReferral.png|none|Quick steps to send an eReferral]]
 +
'''Details'''
 +
#Click the '''Add''' button at the top of your database.
 +
#Choose '''eReferral'''
 +
#Enter in as much or as little '''Potential Customer''' information as desired.
 +
#Select the members you wish to refer.
 +
#:You can select members by name or category. You can also select specific representatives by name or by group.
 +
#:[[File:EReferral_Refer_Potential_Customers_to.png|framed|none|Add Referral Recipients]]
 +
#::When selecting members by '''name''' or '''category''' you can expand the advanced filter section and filter by boolean type (checkbox) member custom fields.
 +
#::[[File:EReferral_Advanced_Filter.png|framed|none|eReferral Advanced Filter Options]]
 +
#Check off and remove any records you wish to exclude by clicking '''Remove Selected Recipients'''
 +
#Click '''Preview final referral recipients list with options to print/email potential customer'''
 +
#:[[File:EReferral_Preview_referral_recipients.png|framed|none|View, Print or Email the referral information]]
 +
#Review the information and at the bottom you can '''print''' or '''email''' this list to the potential customer.
 +
#In the Referral Recipient Options you can select the desired Lead Source (see [[eReferrals#Change Default eReferral Settings | eReferral Settings]] below to set up lead sources)
 +
#Check '''Send email to Referral Recipients'''
 +
#:Checked will send an email using the options below to those being referred and will record it in the member's communication history.
 +
#:Unchecked will just record the eReferral in the member's communication history and will not send an email to your members.
 +
#Adjust your '''Email From''', '''Include Carbon Copy''', '''Subject Line''' and modify your '''Message''' with details about the potential customer if desired.
 +
#Click '''Send and Record Referral'''. The referral will be sent to members, and to the customer.
 +
 
 +
===='''<span style="color:#800080">Record an eReferral Only'''</span>====
 +
----
 +
 
 +
When selecting to record an eReferral only, you can log the referral without notifying the member. This is useful when you wish to track business cards, or brochures of a member that you have handed out.
 +
 
 +
#Click the '''Add''' button at the top of your database.
 +
#Choose '''eReferral'''.
 +
#Enter in as much or as little '''Potential Customer''' information as desired. If logging for business cards or brochures, you may leave this area blank.
 +
#Select the members you wish to refer.
 +
#:You can select members by name or category. You can also select specific representatives by name or by group.
 +
#:[[File:EReferral_Refer_Potential_Customers_to.png|framed|none|Add Referral Recipients]]
 +
#::When selecting members by '''name''' or '''category''' you can expand the advanced filter section and filter by boolean type (checkbox) member custom fields.
 +
#::[[File:EReferral_Advanced_Filter.png|framed|none|eReferral Advanced Filter Options]]
 +
#Check off and remove any records you wish to exclude by clicking '''Remove Selected Recipients'''
 +
#Click '''Preview final referral recipients list with options to print/email potential customer'''
 +
#:[[File:EReferral_Preview_referral_recipients.png|framed|none|View, Print or Email the referral information]]
 +
#Review the information and at the bottom you can '''print''' or '''email''' this list to the potential customer.
 +
#In the Referral Recipient Options you can select the desired Lead Source (see [[eReferrals#Change Default eReferral Settings | eReferral Settings]] below to set up lead sources)
 +
#Uncheck '''Send email to Referral Recipients'''
 +
#Click '''Record Referral'''.
 +
 
 +
The ereferral will be logged on the member(s) communication history for reference.
 +
 
 +
==='''<span style="color:#800080">Push Notifications'''</span>===
 +
----
 +
'''Push Notifications''' are a fast and efficient way to communicate with your members. They can help you send real-time updates and reminders that get your members to regularly engage with you, even if they’re not aware of it. You can target the right members by selecting to send to just individual groups, or to all of your members.
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' Push Notifications are received by those Reps who have downloaded the '''MemberPlus App'''. See '''[[Mobile_Apps#MemberPlus:_An_App_for_Your_Members|MemberPlus: An App For Your Members]]''' for more information.
 +
|}
 +
 
 +
===='''<span style="color:#800080">Send a Push Notification'''</span>====
 +
----
 +
#Click '''Communication''' in the left-hand navigation panel.
 +
#Click '''Push Notification''' in the '''Other Communication Tools''' section.
 +
#:[[File:Push Notification Send.JPG|700px|center]]
 +
#Select the '''Recipients''':
 +
#*Click the check-box for the '''Group(s)''' to which you wish to send the notification
 +
#:'''OR'''
 +
#*Click '''All users in your association''' to send the notification to all reps in your association.
 +
#Enter your message in the '''Message to push out''' text box.
 +
#Click '''Send out message'''.
 +
 
 +
All representatives, who have downloaded the MemberPlus App, will receive the notification.  See '''[[Mobile_Apps#View_Notifications_in_the_MemberPlus_App|View Notifications in the MemberPlus App]]''' for details.
 +
 
 +
===='''<span style="color:#800080">View Push Notification History'''</span>====
 +
----
 +
#Click '''Communication''' in the left-hand navigation panel.
 +
#Click '''Push Notification''' in the '''Other Communication Tools''' section.
 +
#:Click the '''History''' tab.
 +
[[File:Push History.JPG|1100px|center]]
 +
 
 +
==='''<span style="color:#800080">Working with Blogs'''</span>===
 +
----
 +
 
 +
Blogs are a great way to get your message out to your members and the public. Users with '''[http://chambermaster.com/productPricing Pro Edition]''' can now create one or more blogs that integrate perfectly with your website and Member Information Center. Watch a quick video on what the Blog feature can do for you: <html><a href="http://screencast.com/t/y6Rn70sug0" target="_blank"><img src="/images/3/31/Vid.png" /></a></html>
 +
 
 +
===='''<span style="color:#800080">Create a Blog'''</span>====
 +
----
 +
Watch a video on how to create a blog: <html><a href="http://www.screencast.com/t/Q6mFlWL5OKx" target="_blank"><img src="/images/3/31/Vid.png" /></a></html>
 +
#Click '''Communication''' in the left-hand menu.
 +
#Click '''Manage Blog''' in the '''Other Communication Tools''' section.
 +
#:[[File:Manage Blog.JPG|700px|center]]
 +
#On the Blog Tool '''Home''' tab, click the '''Create New Blog''' button.
 +
#:[[File:New Blog.JPG|900px|center]]
 +
#Enter a '''Name''' (required). This may be displayed on your website.
 +
#Enter a '''Description''' for your blog. This may be displayed on your Website. (optional)
 +
#Click '''Save'''. The '''Posts''' tab is displayed.  Add your first post:
 +
#Click '''New Post'''.
 +
#:[[File:Add Post.jpg|700px|center]]
 +
#Enter a '''Title''' for your post. This field is required. Recommended max characters ~50-60 for best SEO results.
 +
#Enter your '''Post'''. You may use all of the standard rich text editor functions, including adding images and links.
 +
#Enter a '''Post Summary'''.
 +
#Enter the '''Date displayed on the post'''. This will provide your readers an understanding of how current the post is.
 +
#Select a '''Category(ies)''' for this blog.  Categories help organize your blog, and make it easy for readers to find what they are looking for.  Click the '''edit''' link to add/edit categories.
 +
#Enter '''Tags''' separated by commas.  Enter a word or phrase that specifically identifies what is a key topic in this particular post.  Tags are meant to describe specific details of your posts. Think of these as your site’s index words. They are the micro-data that you can use to micro-categorize your content. Tags are not hierarchical.  . On the
 +
#'''Author''': Your name will automatically be entered here but feel free to put in the name of your guest blogger if you have one.  The author's name shows next to the post title. The author name will be displayed on the blog posts.
 +
#'''Settings''': Configure the following settings as desired:
 +
#*'''Allow/view comments''': If '''Allow/View Comments''' is selected, visitors to the post will have the option to add their comments to your post and see comments by others that are marked as Approved.
 +
#:*'''Require name and email address when submitting a comment (if not checked, anonymous comments are allowed)''': Enable this option if you would like visitors to provide name and email address when submitting a comment. '''NOTE:''' The email address will not be displayed in the blog, but will be available to your staff in the back-office.
 +
#:*'''Require comment approval by staff''': Enable this option if comments must be approved by your staff prior to being published on your page. If comment approval is required, an email address must be listed to receive the comment notifications on the '''Share Blog''' tab.  If you are not too concerned about negative feedback on a post, we recommend allowing immediate display simply to encourage quick and healthy conversations on your post.
 +
#:'''Allow likes''': Select this option if you wish to allow visitors to like posts in the blog.
 +
#'''Published''':  To display this post in the blog, select '''Published'''.  '''NOTE:''' The post will only be displayed if the blog itself has been made active.
 +
#Click '''Close'''. '''NOTE:''' After the post is saved, you can edit the post to add a '''Featured Image'''. The image will display on the blog page where each post displays with a summary and a link to read the full article. See '''[[Communication#Add_a_Featured_Image_to_Your_Post|Add a Featured Image to Your Post]]''' for instruction.
 +
#Click '''Save'''.
 +
====='''<span style="color:#800080">Add a Featured Image to Your Post'''</span>=====
 +
----
 +
Blogging is just not about plain text written on a page; a good article is the combination of text, images, and other various multi-media elements like videos, charts, slides, etc. Remember: A picture is worth a thousand words.
 +
 
 +
[[File:Featured Image Blog.JPG|800px|center]]
 +
 
 +
Once you have created and saved a post, you can edit the post to add a '''Featured Image'''. The featured image will display on the blog page where each post displays with a summary and a link to read the full article. The image uploaded here will be cropped to fit into a square location which is consistent with the way other locations in the public pages display and use the featured image.
 +
 
 +
#Click '''Communication''' in the left-hand menu.
 +
#Click '''Manage Blog''' in the '''Other Communication Tools''' section.
 +
#:[[File:My Blogs1.JPG|800px|center]]
 +
#Click the '''Home''' tab, and click the blog that you wish to add a featured image to. The '''Posts''' tab will display.
 +
#:[[File:Edit Post.JPG|700px|center]]
 +
#Click the [[File:Pencil icon blogs.JPG|30px]] icon next to the post to which you wish to add a featured image.
 +
#:[[File:Blog Featured Image1.jpg|700px|center]]
 +
#In the '''Featured Image''' section, click the [[File:Blog Plus Sign.JPG|30px]] icon.
 +
#:[[File:Blog Image Upload.JPG|800px|center]]
 +
#Select a previously uploaded file from the list, or click '''Upload''' to select a new file.
 +
#Crop the image as needed, then click '''Crop & Save'''.
 +
#Click '''Close'''.
 +
#Click '''Save'''.
 +
 
 +
====='''<span style="color:#800080">Edit a Blog'''</span>=====
 +
----
 +
 
 +
====='''<span style="color:#800080">Delete a Blog'''</span>=====
 +
----
 +
 
 +
===='''<span style="color:#800080">Share your Blog'''</span>====
 +
----
 +
 
 +
Once you have created your blog, you may share it in a variety of ways: send a link to the blog to interested parties; add the link to your web-page as a new page; add a widget to your web-page.
 +
 
 +
To share your blog:
 +
#Click '''Communication''' in the left-hand menu.
 +
#Click '''Manage Blog''' in the '''Other Communication Tools''' section.
 +
#:[[File:Manage Blog.JPG|700px|center]]
 +
#On the Blog Tool '''Home''' tab, click the blog that you wish to share.
 +
#Click the '''Share Blog''' tab.
 +
#:[[File:Share Blog.JPG|700px|center]]
 +
#Configure the following:
 +
#*'''Blog Status''': Set the blog to '''Active'''. Setting the blog to active makes the blog publicly available if the URL is known and accessed by the public.  You would still need to add the blog to your website as a separate step in order to make it easily available.
 +
#*Click '''Change Settings''' to adjust any additional settings related to the public display:
 +
#:[[File:Blog Advanced Settings.JPG|500px|center]]
 +
#:*'''Include Index on blog page''':  The blog page can display an index of the blogs posts by date and/or by category.  If very few posts exists, the date index may not be necessary.  The category index is helpful for visitors to easily locate the content they might be looking for.
 +
#::*'''Index by date''': Index by date will display the year and then the quantity of posts in that year.  Then it will display the month followed by the quantity of posts in that month. Visitors will be able to click the year or click the month to filter the blog results to those posts only.
 +
#::*'''Index by category''': Index by category will display only those category names where posts are assigned with a quantity besides the category name.  Visitors will be able to click the category name to filter the blog results to those posts only.
 +
#:*'''Number of posts to include on blog landing page''': This option allows you to limit the number of posts displayed on you blog - visitors can scroll to view additional posts. (0 = unlimited posts with 'infinite scrolling').
 +
#:*'''Email comment notifications to''': If you have configured the blog to require staff approval for visitor posts, enter the email address(es) of staff who should receive notification. You may enter multiple email addresses separated by commas. By default, the email address of the person that created the blog will be listed automatically.
 +
#:*'''Settings''':
 +
#::*'''Send notification only if comment requires approval''': Select this option if you only wish to be notified of comments added that require approval. If deselected, a notification will be sent each time a comment is added to the blog.
 +
#::*'''Show description on blog landing page''': Select this option if you wish the description of the blog to be displayed on the blog landing page.
 +
#:*Click '''Save''' to save the advanced settings.
 +
#'''Distribute your blog''':
 +
#*'''Copy and email this link to interested parties''': Copy and email the link that is listed here into the body of your email and send it to those you'd like to invite to read your blog.
 +
#*'''Add this link to your website as a new page''': For SmartCMS Users, nothing needs to be done on the '''Share Blog''' tab. A web module is available to you. For other CMS users, copy the link that is displayed here, when in your CMS software, choose the selection for adding a link to your menu.
 +
#*'''Advanced: Embed as a widget on your website''':  For SmartCMS users, nothing needs to be done on the '''Share Blog''' tab. A widget is available to you to easily add the blog to your web-site. For other CMS:
 +
#:::*Click the '''Generate widget code'''. This will bring you into the Internet Settings Control Panel (ISCP)
 +
#:::*Click the '''Widgets''' tab.
 +
#:::*From the '''Widgets''' drop-down list, select '''Blog'''.
 +
#:::*Select from the list of available blogs. (Note: only active blogs will be displayed in the list).
 +
#:::*Make any desired changes to the default options.
 +
#:::*Click '''Generate'''. The HTML code will be displayed in the window at the bottom of the screen.
 +
#:::*Use this code to add the blog to your web-site.
 +
 
 +
===='''<span style="color:#800080">Add a New Post to Your Blog'''</span>====
 +
----
 +
When it comes to your blog, you should make regular posts on a consistent basis. Your regular blog readers will be looking for new posts from you, and when they don’t find them, will assume that your blog is not that important to you and will quickly lose interest. Posting consistency also applies to the specific days of the week when you publish new content. If you start out posting every Monday and Thursday, you need to continue to post every Monday and Thursday.
 +
 
 +
#Click '''Communication''' in the left-hand menu.
 +
#Click '''Manage Blog''' in the '''Other Communication Tools''' section.
 +
#:[[File:Manage Blog.JPG|700px|center]]
 +
#On the Blog Tool '''Home''' tab, click the blog that you wish to post to. The '''Posts''' tab will display. '''NOTE:''' You are adding a post to an existing blog '''NOT''' creating a new blog.
 +
#:[[File:New Post.JPG|500px|center]]
 +
#Click the '''New Post''' button.
 +
#Enter a '''Title''' for your post. This field is required. Recommended max characters ~50-60 for best SEO results.
 +
#Enter your '''Post'''. You may use all of the standard rich text editor functions, including adding images and links.
 +
#Enter a '''Post Summary'''.
 +
#Enter the '''Date displayed on the post'''. This will provide your readers an understanding of how current the post is.
 +
#Select a '''Category(ies)''' for this blog.  Categories help organize your blog, and make it easy for readers to find what they are looking for.  Click the '''edit''' link to add/edit categories.
 +
#Enter '''Tags''' separated by commas.  Enter a word or phrase that specifically identifies what is a key topic in this particular post.  Tags are meant to describe specific details of your posts. Think of these as your site’s index words. They are the micro-data that you can use to micro-categorize your content. Tags are not hierarchical.  . On the
 +
#'''Author''': Your name will automatically be entered here but feel free to put in the name of your guest blogger if you have one.  The author's name shows next to the post title. The author name will be displayed on the blog posts.
 +
#'''Settings''': Configure the following settings as desired:
 +
#*'''Allow/view comments''': If '''Allow/View Comments''' is selected, visitors to the post will have the option to add their comments to your post and see comments by others that are marked as Approved.
 +
#:*'''Require name and email address when submitting a comment (if not checked, anonymous comments are allowed)''': Enable this option if you would like visitors to provide name and email address when submitting a comment. '''NOTE:''' The email address will not be displayed in the blog, but will be available to your staff in the back-office.
 +
#:*'''Require comment approval by staff''': Enable this option if comments must be approved by your staff prior to being published on your page. If comment approval is required, an email address must be listed to receive the comment notifications on the '''Share Blog''' tab.  If you are not too concerned about negative feedback on a post, we recommend allowing immediate display simply to encourage quick and healthy conversations on your post.
 +
#:'''Allow likes''': Select this option if you wish to allow visitors to like posts in the blog.
 +
#'''Published''':  To display this post in the blog, select '''Published'''.  '''NOTE:''' The post will only be displayed if the blog itself has been made active.
 +
#Click '''Close'''.
 +
#Click '''Save'''. '''NOTE:''' After the post is saved, you can edit the post to add a '''Featured Image'''. The image will display on the blog page where each post displays with a summary and a link to read the full article. See '''[[Communication#Add_a_Featured_Image_to_Your_Post|Add a Featured Image to Your Post]]''' for instruction.
 +
 
 +
===='''<span style="color:#800080">View Comments added to your Blog Posts'''</span>====
 +
----
 +
#Click '''Communication''' in the left-hand menu.
 +
#Click '''Manage Blog''' in the '''Other Communication Tools''' section.
 +
#:[[File:Total Comments.JPG|700px|center]]
 +
#On the Blog Tool '''Home''' tab, you can click into the '''Unread Comments''' or '''Total Comments''' numbered link.
 +
#:[[File:Approve Post.JPG|700px|center]]
 +
#:Comments that are submitted will immediately display on the '''Comments''' tab with a dark, bold color for their title, which indicates it is '''Unread'''.  After the comment has been clicked (indicating someone has read the comment) then the comment will change to the standard black font, which indicates it is '''Read'''.  Read status is marked no matter which staff person clicks the title of the comment; it is not particular to a certain staff login.
 +
#To view the details of a comment, click into the comment. The content of the comments, along with the name of the visitor who posted the comment will display.
 +
#:[[File:Comment Details.JPG|700px|center]]
 +
 
 +
====='''<span style="color:#800080">Approve Comments made to your Blog Posts'''</span>=====
 +
----
 +
If you have configured your posts to require approval of comments made, you will be able to view and approve (or decline) the posts added by visitors. Staff members identified as '''Email comment notifications to:''' in the '''Advanced Options''' on the Share Blog tab will receive the notification,shown below, when comments have been entered. Posts will not be displayed on your blog until they have been approved.
 +
 
 +
[[File:Blog Post Notification.JPG|700px|center]]
 +
 
 +
#Click '''Communication''' in the left-hand menu.
 +
#Click '''Manage Blog''' in the '''Other Communication Tools''' section.
 +
#:[[File:Manage Blog.JPG|700px|center]]
 +
#On the Blog Tool '''Home''' tab, click the blog for which you wish to review comments. 
 +
#Click the '''Comments''' tab. Comments from all posts of this blog will appear on the Comments tab.  Use the filters to view exactly what you are looking for.
 +
#:[[File:Approve Post1.JPG|700px|center]]
 +
#:To view further details of the comment, click into the comment. The content of the comments, along with the name of the visitor who posted the comment will display.
 +
#Click the [[File:Approve Icon.JPG|30px]] in the '''Actions''' column to approve the comment.
 +
 
 +
====='''<span style="color:#800080">Delete Comments made to your Blog Posts'''</span>=====
 +
----
 +
 
 +
#Click '''Communication''' in the left-hand menu.
 +
#Click '''Manage Blog''' in the '''Other Communication Tools''' section.
 +
#:[[File:Manage Blog.JPG|700px|center]]
 +
#On the Blog Tool '''Home''' tab, click the blog for which you wish to delete comments. 
 +
#Click the '''Comments''' tab. Comments from all posts of this blog will appear on the Comments tab.  Use the filters to view exactly what you are looking for.
 +
#:[[File:Delete comments.jpg|700px|center]]
 +
#:To view further details of the comment, click into the comment. The content of the comments, along with the name of the visitor who posted the comment will display.
 +
#Click the [[File:Garbage Icon.JPG|30px]] in the '''Actions''' column to delete a comment.
 +
 
 +
==='''<span style="color:#800080">Smart Text'''</span>===
 +
----
 +
SmartText, group text messaging, available right within your ChamberMaster database allows you to contact your members, community, or other individuals via group text messaging. Use it to promote your own events or gain non-dues revenue by offering the service to your members at a fee.
 +
[[File:SmartText-SmartText group text messaging available right-SmartText.1.1.1.jpg|800px|center]]
 +
===='''<span style="color:#800080">SmartText Basic Concepts'''</span>====
 +
----
 +
====='''<span style="color:#800080">Use SmartText for Non-Dues Revenue Generation'''</span>=====
 +
----
 +
By setting up different recipients lists you can offer a group for text deals. These groups can be promoted by you and your members to build the list. Your members would pay a set amount to have their deal promoted via text message to this group. The set amount would need to be enough to cover the cost of using the SmartText feature and administrative time. These text deals would be a good way to promote a percentage off or special offer.
 +
One example would be that once an association has gotten numerous people who opt-in to the text group*, then they can allow members to purchase this media as an outlet to be able to contact those members via text/SMS messaging through your association. As a non-dues revenue source, an association can offer this to members at a cost to the member however, this would be less expensive than having their own SMS service and would allow through your association, many more opt-in clients (as well as public) that would like to receive text messages with offers and discounts. This feature eliminates the need for a member to have their own SMS push/notification feature and is at less costly than an association could do on your own. The member would see a turn of profit on people using the discount and this would show them the benefit of the price they paid as a member benefit for them.
 +
SmartText has great capabilities and is easy-to-use.
 +
====='''<span style="color:#800080">SmartText Availability'''</span>=====
 +
----
 +
*SmartText is currently limited to subscribers on US mobile phone carriers.
 +
====='''<span style="color:#800080">SmartText Credits & Costs'''</span>=====
 +
----
 +
 
 +
*One credit equals one text – either a received text or a sent text.
 +
*One credit currently costs .05 cents. Credits do not have an expiration date and are non-refundable.
 +
*Purchase additional credits right in your ChamberMaster database under SmartText->Purchase tab.
 +
*When someone subscribes to your list, that will cost 2 credits = 1 for the incoming request and 1 for the automatic thank-you reply. So, one subscription will cost .10 cents at the current rate.
 +
*Examples:
 +
::Sending a single group text to 100 subscribers would cost $5.00.
 +
::Sending a single group text to 500 subscribers would cost $25.00.
 +
::Sending a single group text to 1000 subscribers would cost $50.00.
 +
 
 +
====='''<span style="color:#800080">Purchase Additional SmartText Credits'''</span>=====
 +
----
 +
You can purchase additional Smart Text credits directly in your database.
 +
#Click '''Communications''' in the left hand navigation panel.
 +
#Click '''Smart Text''' in the '''Other Communication Tools''' section.
 +
#:[[File:Smart Text DB CP.JPG|center]].
 +
#Click the '''Purchase''' tab.
 +
#In the '''I'd like to purchase''' text-box, enter the number of credits you would like to purchase. Each message credit is $.05. Credits do not have an expiration date and are non-refundable.
 +
#Enter '''Payment Information''' and click '''Submit Payment'''.
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| You can also buy additional credits by clicking '''Buy''' in the statistics section of the SmartText Dashboard.
 +
|}
 +
 
 +
===='''<span style="color:#800080">Subscribing to SmartText'''</span>====
 +
----
 +
This list is opt-in only; Subscribers must opt in to be included in your subscriber groups. Lists of phone numbers may not be imported. Existing mobile phone numbers in ChamberMaster will not auto-populate your subscriber list. In order to have subscribers opt in, you must create a keyword – either a shared keyword (no charge) or a custom keyword ($25/month).
 +
'''NOTE:''' Practice and testing can happen without a keyword.
 +
If you wish to have different lists of subscribers (event list, board member group etc), you must create a group and have your subscribers opt in to each group. You must setup these groups prior to advertising your opt-in information to the public so that subscribers are placed in the proper groups. Subscribers may not be moved from one group to another.
 +
===='''<span style="color:#800080">Smart Text Setup'''</span>====
 +
----
 +
====='''<span style="color:#800080">Key Word Reservation'''</span>=====
 +
----
 +
Your ChamberMaster/MemberZone system is integrated with a leading provider of SMS/text services. We receive all text messages sent to 313131 (a short-code) that start with our keyword notify, or your own custom keyword. When our system receives the message we log it with your account by looking at the first 1 or 2 words of the message. If you use a custom keyword then the message will start with your keyword and we will match it up directly. Otherwise if you use a shared keyword we look for it after the word notify.
 +
 
 +
'''What is the difference between a shared and custom keyword'''?
 +
The easiest way to answer that is to show the difference. Let’s say our organization is the Green Acres Business Association. A shared keyword means you get new subscribers by telling them:
 +
*When using a shared Keyword subscribers will text '''notify greenacres''' to 313131 to subscribe.
 +
*When using a custom keyword subscribers will text '''greenacres''' to 313131 to subscribe.
 +
Basically a custom keyword means your prospective subscribers have one less word to remember and enter, which will cut down on mistakes and lead to more subscribers. The difference is subtle but if you are putting it on a billboard, newsletter, etc. then the shorter message typically results in more interests. Especially once you start adding other commands. E.g. "To get notified of special events or discounts please text greenacres to 313131". You can drop the custom keyword at any time and revert to a shared keyword. For example, you could use a custom keyword for a year to build your base of subscribers and then drop it if you don't get many incoming subscription requests.
 +
 
 +
#Click '''Communications''' in the left hand navigation panel.
 +
#Click '''Smart Text''' in the '''Other Communication Tools''' section.
 +
#:[[File:Smart Text DB CP.JPG|center]]
 +
#:You will note on the '''Dashboard''' a message stating '''Your account isn't configured for SmartText, the integrated text messaging platform. Get started via Setup.'''
 +
#Click the '''Setup''' tab.
 +
#:[[File:Smart Text Setup Tab CP.JPG|center]]
 +
#Read the '''Overview''' and the '''Differences between Shared and Custom Keywords''' information.
 +
#'''Keyword Reservation''':
 +
#:*Click the '''Shared Keyword (No Charge)''' radio button '''OR'''
 +
#:*Click the '''Custom Keyword ($25/mo. will be added to my subscription)''' radio button
 +
#Enter your key word (this is required regardless of '''Shared''' or '''Custom''' selection).
 +
#Click '''Check Availability''' to ensure your keyword is not already in use. If the key word is available:
 +
#Click '''Reserve and Enable''.  custom keyword. The '''Current Keywords''' section will populate with your unique SmartText information.
 +
 
 +
[[File:Keyword CP.JPG|center]]
 +
 
 +
You are ready to advertise and start receiving subscriptions to your text service! In the shared keyword example above, you would advertise that your subscribers should text Notify training to 313131. This would subscribe them to your generic list titled '''Subscribers without Specific Groups'''.  A response will be sent to them, confirming the subscription and providing instructions on how to unsubscribe.
 +
 
 +
[[File:Notify Training CP.JPG|center]]
 +
 
 +
 
 +
 
 +
If you would like different lists of subscribers (event list, board member group etc), you can create groups and have your subscribers opt in to specific groups. See '''[[SmartText#Create_Subscriber_Groups_for_Smart_Text|Create Subscriber Groups for Smart Text]]''' for instructions. Best Practice is to setup these groups prior to advertising your opt-in information to the public so that subscribers are placed in the proper groups. '''Subscribers may not be moved from one group to another'''.
 +
 
 +
====='''<span style="color:#800080">Create Subscriber Groups for Smart Text'''</span>=====
 +
----
 +
If you would like to have different lists of subscribers (event list, board member group etc), you can create groups and have your subscribers opt into specific groups. You must setup these groups prior to advertising your opt-in information to the public so that subscribers are placed in the proper groups. '''Subscribers may not be moved from one group to another'''.
 +
 
 +
#Click '''Communications''' in the left hand navigation panel.
 +
#Click '''Smart Text''' in the '''Other Communication Tools''' section.
 +
#:[[File:Smart Text DB CP.JPG|center]]
 +
#Click the '''Groups''' tab.
 +
#:[[File:Smart Text Groups CP.JPG|center]]
 +
#Click '''Add New Group'''.
 +
#:[[File:Add Group CP.JPG|center]]
 +
#Type the name for the group (board, events etc.) that will be used by the subscriber in the opt-in subscription text. Example advertisement: Text “notify training events” to 313131 when the shared keyword “training” is reserved.
 +
#Type a Description for your internal purposes.
 +
#Click '''Save'''.
 +
 
 +
You are ready to advertise and start receiving subscription to your text service for this specific group. In the shared keyword example (where the key word is "training" with a group called events, you would advertise that your subscribers should text
 +
Notify training events to 313131
 +
This would subscribe them to your specific group titled “events”.
 +
 
 +
====='''<span style="color:#800080">View List of Smart Text Subscribers'''</span>=====
 +
----
 +
You can view subscribers to your smart texts on the Smart Text '''Dashboard''' or on the Smart Text '''Groups''' tab.
 +
 
 +
'''View Smart Text Subscribers from the Smart Text Dashboard'''
 +
 
 +
The '''Message Groups''' section will display all of your smart groups.
 +
 
 +
[[File:Message Groups CP.JPG|center]]
 +
 
 +
Click the numbered link for the desired group.  The mobile number subscribed and the join date will be displayed.  '''NOTE:''' Names are not displayed.
 +
 
 +
[[File:Mobile Numbers CP.JPG|center]]
 +
 
 +
'''View Smart Text Subscribers on the Smart Text Groups tab'''
 +
 
 +
Click the Subscriber/Member number for the group you wish to view. The mobile number subscribed and the join date will be displayed.  '''NOTE:''' Names are not displayed.
 +
 
 +
[[File:Mobile Numbers CP.JPG|center]]
 +
 
 +
===='''<span style="color:#800080">Testing Smart Text'''</span>====
 +
----
 +
Prior to going live with advertisement of your group texting ability, you will want to test the functionality of SmartText on your own.
 +
====='''<span style="color:#800080">Testing Smart Text without Subscribing'''</span>=====
 +
----
 +
:'''Note''': 50 free credits are provided to accommodate messages such as these. Sending test messages will reduce your available credits.
 +
 
 +
#Click '''Communication''' in the left-hand menu.
 +
#In the Other Communication Tools section click '''SmartText'''
 +
#Click the '''Dashboard''' tab.
 +
#:[[File:SmartText_-_Send_Test_Message.png|framed|none|Send a Test Message]]
 +
#Type your mobile number in the Send Test Message box and click '''Send Test.'''
 +
#A test message will arrive on your mobile device.
 +
::Example Message: “This is a test message sent at (date/time).”
 +
====='''<span style="color:#800080">Testing and Self-Subscribing to SmartText'''</span>=====
 +
----
 +
'''Note''': 50 free credits are provided to accommodate messages such as these. Sending test messages will reduce your available credits.
 +
 
 +
#Click '''Communication''' in the left-hand menu.
 +
#In the '''Other Communication Tools''' section click '''SmartText'''
 +
#Click the '''Dashboard''' tab.
 +
#Type your mobile phone number and click '''Show Me!''' (only available if you have not yet setup your account.)
 +
#:[[File:Smart Text Start CP.JPG|800px|center]]
 +
#A sample text message will arrive on your mobile device.
 +
#:This thank you subscription message is the message all your subscribers will receive. The association name listed in this message is pulling from the name listed under '''Setup>Organization Information'''.
 +
#You will also notice your Dashboard Statistics shows an additional Subscriber and one less credit than before. Note: 50 free credits were given when SmartText became available.
 +
#:[[File:SmartText_-_Statistics.jpg|framed|none|SmartText - Statistics]]
 +
#You will also notice, if you click on the Send tab, that you belong to the subscriber list '''Subscribers without Specific Groups'''.
 +
#:[[File:SmartText_-_Message_Recipients.jpg|framed|none|SmartText - Message Recipients]]
 +
#You are officially part of the list of subscribers that would receive a message if this group “Subscribers without Specific Groups” is selected as a recipient.
 +
 
 +
[[Category:SmartText]]
 +
 
 +
===='''<span style="color:#800080">Send a SmartText'''</span>====
 +
----
 +
A group text may be sent to those that are included in the subscribers list(s) on the Send tab. The default group of “Subscribers without Specific Groups” will always be available and may be the only group available if no additional groups have been created.
 +
To send a group text
 +
#Click '''Communications''' in the left hand menu.
 +
#Click '''SmartText'''
 +
#Click the '''Send''' tab.
 +
#:[[File:Smart Text CP.JPG|center]]
 +
#Click to select the group(s) in the Message Recipients section that should receive your group message.
 +
#'''Web Address Shortener (optional)''':  For people that have a SmartPhone with a web-browser you can insert a link into the message. A full website address will take too many characters so use the '''Web Address Shortener''' to produce a compact URL. Type your full website URL, click Shorten and Insert. The short version will be inserted within your message.
 +
#Type your outgoing text message in the '''Message to Send''' box. '''NOTE:''' Messages are limited (universally) to 160 characters in length. The '''Message to Send''' box will not allow more than 160 characters to be entered.
 +
#Click '''Send Message'''. '''NOTE:''' When sending a message, if not enough credits are available, a message will appear indicating how many credits are needed in order to complete the current message delivery. Incoming subscriptions and auto-replies are allowed to create a negative balance. But the next message that is sent will require you to purchase additional credits in order to complete the current message delivery.
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE''': When sending a message, if you do not have enough credits, a message will appear indicating how many credits are needed in order to complete the current message delivery. Incoming subscriptions and auto-replies are allowed to create a negative balance.  But the next message that is sent will require you to purchase additional credits in order to complete the current message delivery. See '''[http://supportwiki.micronetonline.com/Communication#Purchase_Additional_SmartText_Credits Purchase Additional Credits]''' for instructions on buying additional credits.
 +
|}
 +
 
 +
===='''<span style="color:#800080">View Available SmartText Credits'''</span>====
 +
----
 +
#Click '''Communications''' in the left hand menu.
 +
#Click '''SmartText'''.
 +
#In the '''Statistics''' section of the '''Dashboard''', '''Messaging Credits Remaining''' will display the number of available credits.
 +
#:[[File:Smart Text DB2 CP.jpg|800px|center]]
 +
 
 +
Click the '''Buy''' link to purchase additional credits. See '''[[Communication#Purchase_Additional_SmartText_Credits|Purchase Additional Credits]]''' for instructions.
 +
 
 +
===='''<span style="color:#800080">Smart Text Common Questions'''</span>====
 +
----
 +
 
 +
'''Where do I purchase additional credits'''?
 +
:Purchase additional credits right in your ChamberMaster database on the SmartText Purchases tab. See '''[http://supportwiki.micronetonline.com/Communication#Purchase_Additional_SmartText_Credits Purchase Additional Credits]''' for instructions.
 +
'''What is the difference between a shared and custom keyword?'''
 +
:The easiest way to answer that is to show the difference. Let’s say our organization is the Green Acres Business Association. A shared keyword means you get new subscribers by telling them:
 +
:*Text notify greenacres to 313131 to subscribe.
 +
:*A custom keyword means you would tell subscribers:Text greenacres to 313131 to subscribe.
 +
:Basically a custom keyword means your prospective subscribers have one less word to remember and enter, which will cut down on mistakes and lead to more subscribers. The difference is subtle but if you are putting it on a billboard, newsletter, etc. then the shorter message typically results in more interests. Especially once you start adding other commands. E.g. "To get notified of special events or discounts please text greenacres to 313131". You can drop the custom keyword at any time and revert to a shared keyword. For example, you could use a custom keyword for a year to build your base of subscribers and then drop it if you don't get many incoming subscription requests..
 +
*'''How do subscribers unsubscribe'''?.
 +
:To unsubscribe, subscribers will text “Stop notify shared keyword;”  if you have reserved a shared keyword or “Stop custom keyword"; if you have reserved a custom keyword. '''NOTE:''' Unsubscribing will unsubscribe from all groups. See '''[http://supportwiki.micronetonline.com/Communication#Unsubscribe_from_Smart_Texts Unsubscribe from SmartText]''' for further instructions.
 +
*'''What if I don’t have enough credits'''?
 +
:When sending a message, if not enough credits are available, a message will appear indicating how many credits are needed in order to complete the current message delivery. Incoming subscriptions and auto-replies are allowed to create a negative balance.  But the next message that is sent will require you to purchase additional credits in order to complete the current message delivery. See '''[http://supportwiki.micronetonline.com/Communication#Purchase_Additional_SmartText_Credits Purchase Additional Credits]''' for instructions on buying additional credits.
 +
*'''When someone subscribes, does it matter if they use capital letters or not?''''
 +
:Capitalization does not matter - - incoming subscription texts can be upper or lower case and it will arrive at the appropriate chamber and their group; it is not case-sensitive.
 +
*'''What happens if someone subscribed to a group more than once?'''
 +
:If this happens, it is not detrimental – the subscriber will remain subscribed to the list and will not be duplicated.  The only issue that appears is that the 2 auto-confirmation text will not specify the group they subscribed to, one will).
 +
*'''How can I use SmartText to generate non-dues revenue?'''
 +
:By setting up different recipients lists you can offer a group for text deals. These groups can be promoted by you and your members to build the list. Your members would pay a set amount to have their deal promoted via text message to this group. The set amount would need to be enough to cover the cost of using the SmartText feature and administrative time. These text deals would be a good way to promote a percentage off or special offer.
 +
 
 +
:One example would be that once an association has gotten numerous people who opt-in to the text group*, then they can allow members to purchase this media as an outlet to be able to contact those members via text/SMS messaging through your association. As a non-dues revenue source, an association can offer this to members at a cost to the member however, this would be less expensive than having their own SMS service and would allow through your association, many more opt-in clients (as well as public)  that would like to receive text messages with offers and discounts. This feature eliminates the need for a member to have their own SMS push/notification feature and is at less costly than an association could do on your own.  The member would see a turn of profit on people using the discount and this would show them the benefit of the price they paid as a member benefit for them.
 +
 
 +
*Public and clients who wish to receive SMS/Text Messages from your association will need to opt into the group. Staff cannot add mobile phone numbers directly under privacy laws.
  
 
==Sample Automatic Emails Sent Out by ChamberMaster/GrowthZone==
 
==Sample Automatic Emails Sent Out by ChamberMaster/GrowthZone==

Revision as of 06:51, 17 October 2019

Communication is a pivotal tool used everyday in your association to foster and maintain valuable relationships. ChamberMaster/GrowthZone offers the ability to communicate via email, SMS text, fax and print.

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