Difference between revisions of "Groups"

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(Create a Group)
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==Getting Started==
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==Overview==
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Sending communication via email and letters may be simplified by creating self-defined groups in the '''Groups''' module.
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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.
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Of 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.
  
 
If you are just getting started with Groups, watch this overview video. Otherwise, just scroll down for FAQ, Common Tasks, and this section's Help Documentation.
 
If you are just getting started with Groups, watch this overview video. Otherwise, just scroll down for FAQ, Common Tasks, and this section's Help Documentation.
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#::''' Display this group in "about" section of "Community App". (app required)''' - When selected, this group will be accessible through the community app (when purchased).
 
#::''' Display this group in "about" section of "Community App". (app required)''' - When selected, this group will be accessible through the community app (when purchased).
 
#Click '''Save'''.
 
#Click '''Save'''.
 
==Help Documentation==
 
Browse the Groups [[Groups__-_Table_of_Contents|Table of Contents]]
 
 
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#headerControl_LogoPanel {
 
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Revision as of 11:50, 13 October 2017

Overview

Sending communication via email and letters may be simplified by creating self-defined groups in the 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.

Of 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.

If you are just getting started with Groups, watch this overview video. Otherwise, just scroll down for FAQ, Common Tasks, and this section's Help Documentation.


FAQ's

How do I create a group fee item?

How do I add my Board of Directors to my website?

Create a Group

  1. Click Groups in the left-hand menu.
    Communication.1.057.1.jpg
  2. Click Create a Group on the Home tab.
    Communication.1.057.2.jpg
  3. Complete the following settings:
    • Group Name: Enter a name for the new group.
    • Group Type: Select a group type from the drop-down list.
    • Status: Select Enabled from the drop down list.
    • Description Enter an optional description of the new group.
  4. Click Save.
  5. Click the Group Name of the new group on the Home tab.
  6. Click the General tab.
    New Group.JPG
  7. Configure the following settings as desired:
    • Member Options
    Allow members to view/search this group in Member Information Center - When selected, this roster list will be shown as a group/interest that may be searched by members in the Member Information Center.
    Allow members to join/leave this group within 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.
    • Public Options
    Allow the public to view this group roster at /groups/GroupRoster/young-professionals-4 - When selected, this group will display on your website in the Groups public module. Click Public Display Settings to modify how the group is displayed.
    Allow the public to join/leave this group at /communication - When selected, this group will appear on your public website at the suggested URL where the public may add themselves to the group. This is often used for consumers to subscribe to (join) your mailing lists.
    • Additional Options:
    Display this group name on the Email Subscriptions opt-in/out page - This selection will ensure that the name of the group is displayed on the resulting opt-in/out page that uniquely displays for a recipient of an email when they click the Unsubscribe link in the bottom of their email.
    Disable ability to opt-out from this groups' emails. (also overrides prior email opt-outs) - When selected, this group cannot be unsubscribed from. Select this checkbox to make sure your board members or other committee members don't accidentally unsubscribe themselves from your group. Use only on rare occasions when you know your subscribers have agreed to this email relationship with you.
    Display this group in "about" section of "Community App". (app required) - When selected, this group will be accessible through the community app (when purchased).
  8. Click Save.