Communication Topics

From Support Wiki
Jump to navigation Jump to search

Communication Basics

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

Send Communication Based on Custom Report Criteria Creating a Letter Create Mass Mailing Labels

Create/Send Fax Output Editor menu selections Email Disclaimer Adding an attachment

Viewing and Recording Communication History

View history communication history Quick Communication Application (QCA) Inserting a graphic

Documents and Templates

Saving a document Saving changes to an existing document Saving a Template Using a template Using Pre-defined Templates

Mail Merge

Inserting a database field Sending Login Information To create and print individual letters that include the member login name and password

Remove Unwanted Headers & Footers

Remove unwanted headers & footers from reports & correspondence Header and Footer Codes

Creating a Signature Block

Creating a Signature block Using a Signature Block

Communicating Using Groups & Mailing Lists

Creating a group or mailing list Selections for adding group members Maintaining the group/mailing list Add New Members to a Mailing List Periodically Add new members to a mailing list immediately Remove representatives from a group manually Remove representatives from a group when dropping or suspending a member Disable a rep within a group Allow members to join group Allow the public to join

Other suggestions for creating groups

Mailing list groups

Advisory groups

Committee groups

Community groups

Program groups

New member groups

Unsubscribe Option

eReferral

Send an eReferral

Storing Documents - Cloud Drive

Storing a personal document for use later Storing a document to share with other staff Storing files for members to access Storing files that can be attached to an email or accessed through a URL Storing images that are used in emails or other locations the editor is used Reasons emails don’t get to members Ideas for Developing Communication Content Create and format your own output in the ChamberMaster editor Copy and paste from Microsoft Word Insert link to PDF file (or other file type) Save Microsoft Publisher files as a graphic file and insert into editor Save PDF file as a graphic file and insert into editor Copy and paste output from another HTML program (like Constant Contact)

Using and Integrating Constant Contact

Setup an account with Constant Contact Connecting Constant Contact with your datebase Enable Constant Contact Synchronization Export Your Contacts to Constant Contact Importing ChamberMaster contacts into Constant Contact Sample concept of using manual export from your database into Constant Contact Using and Integrating MailChimp Sample Automatic Emails Sent Out by ChamberMaster Received by chamber members

Received by the chamber

Received by consumers

FAQs on Emails, Letters, and Labels

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? Why do the links inside my email not open for me or my members? How do I create a signature block to use when sending communication? How can I easily provide referrals AND notify my members when I've given out information referring them? How do I send a letter/email to my members with their login name and password included automatically? Why do my mailing labels get cut off or are not aligned correctly? How do I manage my mailing lists? How do I remove the headers and footers that print on my letters and reports?