Difference between revisions of "Communication"
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===Send Communication by Delivery Preference=== | ===Send Communication by Delivery Preference=== | ||
+ | <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->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"> | ||
+ | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">1. </div></td> | ||
+ | <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> | ||
+ | <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> | ||
+ | <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"> | ||
+ | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">4. </div></td> | ||
+ | <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> | ||
+ | <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> | ||
+ | <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;">6. </div></td> | ||
+ | <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> | ||
+ | <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> | ||
+ | <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> | ||
+ | <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>>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>>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]] | ||
+ | |||
====Selecting Recipients==== | ====Selecting Recipients==== | ||
====Composing a Letter==== | ====Composing a Letter==== | ||
====Composing an Email Message==== | ====Composing an Email Message==== | ||
====Composing Fax Output==== | ====Composing Fax Output==== | ||
+ | |||
===Send Communication Based on Custom Report Criteria=== | ===Send Communication Based on Custom Report Criteria=== | ||
===Creating a Letter=== | ===Creating a Letter=== |
Revision as of 13:38, 13 July 2017
Contents
- 1 Getting Started
- 2 Communication Basics
- 2.1 Email Sending Options
- 2.2 Archive emails (record) in the database even when not logged in
- 2.3 Quick Guide to Sending an Email
- 2.4 Send a Mass Email
- 2.5 Schedule an Email
- 2.6 Send Communication by Delivery Preference
- 2.7 Send Communication Based on Custom Report Criteria
- 2.8 Creating a Letter
- 2.9 Create Mass Mailing Labels
- 2.10 Create/Send Fax Output
- 2.11 Editor menu selections
- 2.12 Email Disclaimer
- 2.13 Adding an attachment
- 3 Viewing and Recording Communication History
- 4 Documents and Templates
- 5 Blogs
- 6 Mail Merge
- 7 Remove Unwanted Headers & Footers
- 8 Creating a Signature Block
- 9 Communicating Using Groups & Mailing Lists
- 10 eReferral
- 11 Storing Documents - Cloud Drive
- 12 Using and Integrating Constant Contact
- 13 Using and Integrating MailChimp
- 14 Sample Automatic Emails Sent Out by ChamberMaster/GrowthZone
- 15 FAQ
- 16 Help Documentation
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
Email Sending Options
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 Microsoft Outlook (if installed on your computer).
Depending on your needs, you may choose to send some email directly from ChamberMaster/GrowthZone and some from Microsoft Outlook. Each method has its own strengths.
Advantages to Sending Email with ChamberMaster/GrowthZone
- Easy access if already logged in
- Gives access to current addresses in your database
- Ability to create “mail merge” emails
- Ability to embed attachments as links
- Ability to use templates
- Ability to schedule the email for future delivery (for users of the Plus edition or greater)
Advantages to Sending Email with Outlook
- Access to additional email addresses not in your database
- May add additional CCs and BCCs
- Familiarity
Both methods of sending email will record in the Communication History. See Recording Communication History for more information.
Note: This selection will open whatever the email program is set as the default for your web browser. Whatever email program opens when you click on a “mailto” link is the email program that will be used when you click Email with Outlook.
Archive emails (record) in the database even when not logged in
View a video showing how to archive an email
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. |
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. |
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. |
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. |
Quick Guide to Sending an Email
1. |
Locate one of the screens mentioned in “Communication Basics” and click the email selection. |
2. |
If applicable, select Email with ChamberMaster / MemberZone. |
3. |
If sending from the Communication module using New Email to Multiple Members or Form Letters, you will need to select the desired recipients first. |
4. |
Create the email and click Send Email Now or Send Email Later*. |
5. |
ChamberMaster/MemberZone will send the email immediately or at the scheduled time and record it on the Communication tab of the member’s record. |
1. |
Locate one of the screens mentioned in “Communication Basics” that is marked with an * (asterisk) and click the email selection. |
2. |
Select Email with Outlook. |
3. |
If sending from the Communication module using New Email to Multiple Members, you will need to select the desired recipients first. |
4. |
Create the email using features and selections from your own email program and send the email. |
5. |
ChamberMaster/MemberZone will automatically record it on the Communication tab of the member’s record. |
Send a Mass Email
1. |
Click Communication in the left-hand menu. |
2. |
Click New Email to Multiple Members. |
3. |
Select desired recipients. |
4. |
Click remove next to those identified as having no contact info, duplicate emails, or invalid emails. |
5. |
Click Edit with ChamberMaster.* |
6. |
Compose the email message. |
7. |
Click Send Email Now or Send Email Later.** |
Schedule an Email
1. |
Locate one of the screens mentioned in “Communication Basics” and click the email selection. |
2. |
If applicable, select Email with ChamberMaster. |
3. |
If sending from the Communication module using New Email to Multiple Members or Form Letters, you will need to select the desired recipients first. |
4. |
Create the email and click Send Email Later. |
5. |
Select the desired date and time for the email to be sent. |
6. |
Click Schedule. |
7. |
Click OK. |
8. |
ChamberMaster will send the email at the scheduled time and record it on the Communication tab of the member’s record. |
9. |
To view the scheduled email to edit or delete, click Communication and click Manage Scheduled Email Messages. |
1. |
Click Communication. |
2. |
Click Manage Scheduled Email Messages. |
3. |
Click Edit to edit the content or change the delivery time. |
1. |
Click Communication. |
2. |
Click Manage Scheduled Email Messages. |
3. |
Click Delete to remove the email from the delivery schedule. |
1. |
Click Communication. |
2. |
Click Manage Scheduled Email Messages. |
3. |
Click the Past Scheduled Emails tab. |
Send Communication by Delivery Preference
1. |
Click Communication in the left-hand menu. |
2. |
Click Form Letters. |
3. |
Select desired recipients. |
4. |
Select Preferred Communication Type as the way to Distribute By: |
5. |
If applicable, click remove next to those identified under Preferred Communication Type as having no contact info, duplicate, or invalid info. |
6. |
Click Continue. |
7. |
Compose the letter. |
8. |
Click Print Letters, complete the Print Options selections and click Continue. |
9. |
Preview the letters on-screen. Select Print Preview if desired to view the formatted output and remove unwanted headers and footers if applicable. |
10. |
Close the letter-printing windows and return to the letter composition window. |
11. |
Click Print Labels, complete the Mailing Label Options selections and click Continue. |
12. |
Preview the labels on-screen and then select to print. Ensure that your print selections are set with Page Scaling set to None. |
13. |
Close the label-printing windows and return to the letter composition window. |
14. |
Click Continue>>Faxes. |
15. |
Make any modifications to the fax output. |
16. |
Click Print Fax Content and/or Download Fax List. Read more information on fax output options. |
17. |
Click Continue>>Emails. |
18. |
Make any modifications to the email output. Make sure to type a subject line. Add attachments and links as desired. |
19. |
Click Send Email. |
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
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
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
- How do I add an attachment to an email?
- Who is able to view the attachment that comes when I send myself a carbon copy?
- Why do some of my email messages not make it through to the recipient?
- Are there any systems in place to help ensure the delivery of my emails?
- How can we ensure that our members are not spammed through the Contact Us link on their member page?
- Why do the links inside my email not open for me or my members?
Find answers to more commonly asked questions about Communication on the FAQ page
Help Documentation
Browse the Communication Table of Contents