Difference between revisions of "Quick Guide to Sending an Email"

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==Send an email from the software==
  <div style="text-align: left;">[[Emails_Letters_and_Mailing_Lists-TableOfContents|Table of Contents]] | [[Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe|Previous]] | [[Emails_Letters_and_Mailing_Lists-Send_a_Mass_Email|Next]] | [[Emails_Letters_and_Mailing_Lists-Index|Index]]</div>
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#Locate one of the screens mentioned in Communication Basics and click the email selection.  
  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
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#If applicable, select '''Email with ChamberMaster'''
    <span>[[Emails_Letters_and_Mailing_Lists-Communication_Basics|Communication Basics]]</span> : Quick Guide to Sending an Email</div>
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#If sending from the Communication module using '''New Email to Multiple Members''' or '''Form Letters''', you will need to select the desired recipients first.
  <hr />
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#Create the email and click Send Email Now or '''Send Email Later''' (Available only for those with Plus or greater edition).  
  <div style="font-family: Cambria; font-size: 18pt;"><span id="wwpID0E0UIB0HA">Quick Guide to Sending an Email</span></div>
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#ChamberMaster/MemberZone will send the email immediately or at the scheduled time and record it on the Communication tab of the member’s record.  
  <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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Note: All emails sent from ChamberMaster/MemberZone are sent BCC to the recipients.  
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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==Send an email from your own e-mail program but through the software==
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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#Locate one of the screens mentioned in '''Communication Basics''' that is marked with an * (asterisk) and click the email selection.
        <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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#Select '''Email with Outlook'''.
      </tr>
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#If sending from the '''Communication'''</span> module using '''New Email to Multiple Members''', you will need to select the desired recipients first.
    </table>
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#Create the email using features and selections from your own email program and send the email.  
  </div>
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#ChamberMaster/MemberZone will automatically record it on the '''Communication''' tab of the member’s record.
  <div style="margin-left: 18pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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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.
      <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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[[Category:Communication]]
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RIB0HA">If applicable, select </span><span style="font-weight: bold;">Email with ChamberMaster / MemberZone</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="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>
 
      </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="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>
 
      </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="wwpID0E0OIB0HA">ChamberMaster/MemberZone 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>
 
      </tr>
 
    </table>
 
  </div>
 
  <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/MemberZone are sent BCC to the recipients.</span></div>
 
  <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>
 
  <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>
 
  <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="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>
 
      </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="wwpID0E0JIB0HA">Select </span><span style="font-weight: bold;">Email with Outlook</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="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>
 
      </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="wwpID0E0HIB0HA">Create the email using features and selections from your own email program and send the email. </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="wwpID0E0GIB0HA">ChamberMaster/MemberZone will automatically 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="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.</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="wwpID0E0EIB0HA">Check out the reasons</span></span> for sending from ChamberMaster/MemberZone vs. your own program.</div>
 
</div>
 

Latest revision as of 20:10, 11 July 2018

Send an email from the software

  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 Now or Send Email Later (Available only for those with Plus or greater edition).
  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.

Note: All emails sent from ChamberMaster/MemberZone are sent BCC to the recipients.

Send an email from your own e-mail program but through the software

  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.

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.