Difference between revisions of "Communication"

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==Communication Basics==
 
==Communication Basics==
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0HKB0HA">Letters and labels, faxes, and emails may be created and sent in the software. Letters and faxes are created by selecting </span><span style="font-weight: bold;">Form Letters</span> in the <span style="font-weight: bold;">Communication</span> module, which is used to create mass mailings, send faxes, or send communication out by preferred method of delivery.</div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0GKB0HA">Emails may be sent from many places– any place that you find access to the email editor.  The most common selection used to send mass emails (“email blast”) is </span><span style="font-weight: bold;">New Email to Multiple Members</span> from the <span style="font-weight: bold;">Communication</span> module. Find access to email the member in other places:</div>
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  <div style="margin-left: 18pt;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: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0FKB0HA">Members</span></span> module</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: 36pt;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: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0EKB0HA">General</span></span> tab*</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: 36pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <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>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0DKB0HA">Reps</span></span> tab*</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: 36pt;margin-bottom: 12pt;">
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    <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>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0CKB0HA">Communication</span></span> tab*</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: 36pt;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: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BKB0HA">email icon on the toolbar</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;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: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0AKB0HA">Communication</span></span> module</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: 36pt;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>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E06JB0HA">New Email to Multiple Members</span></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: 36pt;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>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E05JB0HA">Email a Memb</span></span>er</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: 36pt;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>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E04JB0HA">Form Letters</span></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;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>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E03JB0HA">Events</span></span> module</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: 36pt;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>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E02JB0HA">Sponsors</span></span> tab</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: 36pt;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>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E01JB0HA">Guest List</span></span> tab</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;"><span id="wwpID0E0ZJB0HA">*Also gives access to your own email program using a selection titled </span><span style="font-weight: bold;">Email with Outlook</span> or <span style="font-weight: bold;">Edit with Outlook</span>  See “<span style="font-family: Calibri; font-size: 11pt;">Email Sending Options”</span> for more information.</div>
 
===Email Sending Options===
 
===Email Sending Options===
 
===Archive emails (record) in the database even when not logged in===
 
===Archive emails (record) in the database even when not logged in===

Revision as of 13:34, 13 July 2017

Getting Started

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 Help Documentation.


Communication Basics

Letters and labels, faxes, and emails may be created and sent in the software. Letters and faxes are created by selecting Form Letters in the Communication module, which is used to create mass mailings, send faxes, or send communication out by preferred method of delivery.
Emails may be sent from many places– any place that you find access to the email editor. The most common selection used to send mass emails (“email blast”) is New Email to Multiple Members from the Communication module. Find access to email the member in other places:
Emails Letters and Mailing Lists-rd bullet.jpg
Members module
Emails Letters and Mailing Lists-rd bullet.jpg
General tab*
Emails Letters and Mailing Lists-rd bullet.jpg
Reps tab*
Emails Letters and Mailing Lists-rd bullet.jpg
Communication tab*
Emails Letters and Mailing Lists-rd bullet.jpg
email icon on the toolbar
Emails Letters and Mailing Lists-rd bullet.jpg
Communication module
Emails Letters and Mailing Lists-rd bullet.jpg
New Email to Multiple Members*
Emails Letters and Mailing Lists-rd bullet.jpg
Email a Member
Emails Letters and Mailing Lists-rd bullet.jpg
Form Letters
Emails Letters and Mailing Lists-rd bullet.jpg
Events module
Emails Letters and Mailing Lists-rd bullet.jpg
Sponsors tab
Emails Letters and Mailing Lists-rd bullet.jpg
Guest List tab
*Also gives access to your own email program using a selection titled Email with Outlook or Edit with Outlook See “Email Sending Options” for more information.

Email Sending Options

Archive emails (record) in the database even when not logged in

Quick Guide to Sending an Email

Send a Mass Email

Schedule an Email

Send Communication by Delivery Preference

Selecting Recipients

Composing a Letter

Composing an Email Message

Composing Fax Output

Send Communication Based on Custom Report Criteria

Creating a Letter

Create Mass Mailing Labels

Settings for label output

Adobe Reader v. 8.0

Adobe Reader v. 7.0

Adobe Reader v. 6.0

Create/Send Fax Output

Editor menu selections

Email Disclaimer

Adding an attachment

Sending an email with a link that will display the attachment

Turn on email links

Possible error displayed when trying to open a link in Microsoft Outlook 2003

Possible error displayed when trying to open a link in Microsoft Outlook 2007

Viewing and Recording Communication History

Documents and Templates

Blogs

Mail Merge

Remove Unwanted Headers & Footers

Creating a Signature Block

Communicating Using Groups & Mailing Lists

eReferral

Storing Documents - Cloud Drive

Using and Integrating Constant Contact

Using and Integrating MailChimp

Sample Automatic Emails Sent Out by ChamberMaster/GrowthZone

FAQ

Find answers to more commonly asked questions about Communication on the FAQ page

Help Documentation

Browse the Communication Table of Contents