Difference between revisions of "Communication"

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===Create/Send Fax Output===
 
===Create/Send Fax Output===
 +
<div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0MCB0HA">Send fax output using your fax machine or to download fax output</span></div>
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  <div style="margin-left: 18pt;">
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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;">1. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LCB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</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;">
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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;">2. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KCB0HA">Click </span><span style="font-weight: bold;">Form Letters</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;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JCB0HA">Select desired recipients</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;">
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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;">4. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ICB0HA">Select </span><span style="font-weight: bold;">Fax Only</span> as the way to <span style="font-weight: bold;">Distribute By:</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;">
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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;">5. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HCB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Fax Only</span> as having no contact info, duplicate fax #, or invalid fax #.</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;">
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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;">6. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GCB0HA">Click </span><span style="font-weight: bold;">Edit with ChamberMaster</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;">
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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;">7. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FCB0HA">Create the </span><span style="font-family: Calibri; font-size: 11pt;">fax output</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;">
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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;">8. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ECB0HA">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: Calibri; font-size: 11pt;">fax output options</span>.</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; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0DCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.1.jpg]]</span></div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0CCB0HA">Send fax output to an Internet Fax service</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BCB0HA">This requires a separate subscription with one of many well-known internet fax service.  See “</span><span style="font-family: Calibri; font-size: 11pt;">Internet Fax Service</span>” in the “Administrator Tasks” section of online help for more information.</div>
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  <div style="margin-left: 18pt;">
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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;">1. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ACB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</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;">
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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;">2. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06BB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
 +
      </tr>
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    </table>
 +
  </div>
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  <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 style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05BB0HA">Select desired recipients</span></span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
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  <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="wwpID0E04BB0HA">Select </span><span style="font-weight: bold;">Fax Only</span> as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E03BB0HA">Preferred Communication Type</span></span> may be selected instead to select to send faxes only to those that have Fax selected as their preference.</div>
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  <div style="margin-left: 18pt;">
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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;">5. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02BB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Fax Only</span> as having no contact info, duplicate fax #, or invalid fax #.</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;">6. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01BB0HA">Click </span><span style="font-weight: bold;">Edit with ChamberMaster</span>.</div></td>
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      </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;">7. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZBB0HA">click </span><span style="font-weight: bold;">Add/Remove Attachment</span>.</div></td>
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      </tr>
 +
    </table>
 +
  </div>
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  <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;">8. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YBB0HA">Select </span><span style="font-weight: bold;">Append your file to the email directly</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0XBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.2.jpg]]  Figure 10-3a</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;">9. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WBB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
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      </tr>
 +
    </table>
 +
  </div>
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  <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;">10. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VBB0HA">Click </span><span style="font-weight: bold;">Browse…</span> to locate the desired fax attachment file. </div></td>
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      </tr>
 +
    </table>
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  </div>
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  <div style="margin-left: 18pt;">
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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;">11. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UBB0HA"> Click </span><span style="font-weight: bold;">Attach</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;">
 +
    <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;">12. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TBB0HA">Click </span><span style="font-weight: bold;">Return</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; text-align: justify;"><span id="wwpID0E0SBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.3.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0RBB0HA">Figure 10-3b – Selecting the desired fax attachment</span></div>
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  <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;">13. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QBB0HA">Click </span><span style="font-weight: bold;">Send Faxes via  . . .</span></div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.4.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0OBB0HA">Figure 10-3c - Sample of the Send Faxes button when using eFax</span></div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0NBB0HA">Some email fax services may accept the cover page or the main content of the fax in the editor area instead of attaching the content and cover page as an attachment.  Check with your email fax service or contact ChamberMaster for more information.</span></div>
 +
 
===Editor menu selections===
 
===Editor menu selections===
 
===Email Disclaimer===
 
===Email Disclaimer===

Revision as of 13:52, 13 July 2017

Contents

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

Once email recipients are selected in ChamberMaster/GrowthZone, there are two methods of sending the email.

  1. Using ChamberMaster/GrowthZone's built in email tool.
  2. Using Microsoft Outlook (if installed on your computer).
Emails Letters and Mailing Lists-Email Sending Options-Communication.1.003.1.jpg

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

Vid.png View a video showing how to archive an email

In Outlook (or whatever email program you use), include your association’s unique archive address as a BCC. The software will look at the address sent/replied to and place it on the communication history of the associated member. Emails with addresses that are not recognized will still be archived but placed under Communication->Manage Unmatched Archive Emails where you can go to view and manually match them to the appropriate member.
Emails Letters and Mailing Lists-Archive emails (record) in the database even whe-Communication.1.004.2.jpg
Figure 1-2 Example of including archive address when sending email
In the example above (Figure 1-2) this email will be recorded on the member record that has the email address of Joshua.johnson@gvpiping.com
Find your association’s domain address under the Email Server Settings section under Setup->General Options and Settings.*
*Must be logged in with Administrator permissions
Emails Letters and Mailing Lists-Archive emails (record) in the database even whe-Communication.1.004.3.jpg
Figure 1-3 Look up your domain name
Notes:
Emails Letters and Mailing Lists-rd bullet.jpg
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 Letters and Mailing Lists-rd bullet.jpg
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.
Emails Letters and Mailing Lists-rd bullet.jpg
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.
Emails Letters and Mailing Lists-rd bullet.jpg
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

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 / 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.
Note: All emails sent from ChamberMaster/MemberZone are sent BCC to the recipients.
*Available only for those with Plus or greater edition
Send an email from your own 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.

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.
Emails Letters and Mailing Lists-Send a Mass Email-Communication.1.006.1.jpg
5.
Click Edit with ChamberMaster.*
6.
Compose the email message.
7.
Click Send Email Now or Send Email Later.**
*If desiring to send this email using your own email program, click Edit with Outlook. Check out the reasons for sending from ChamberMaster vs. your own program.
**Available only for those with ChamberMaster Plus

Schedule an Email

Available only for those with Plus or greater
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.
Emails Letters and Mailing Lists-Schedule an Email-Communication.1.007.1.jpg
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.
 
Edit the content or change time of scheduled email
1.
Click Communication.
2.
Click Manage Scheduled Email Messages.
Emails Letters and Mailing Lists-Schedule an Email-Communication.1.007.2.jpg
3.
Click Edit to edit the content or change the delivery time.
 
Delete a scheduled email
1.
Click Communication.
2.
Click Manage Scheduled Email Messages.
Emails Letters and Mailing Lists-Schedule an Email-Communication.1.007.3.jpg
3.
Click Delete to remove the email from the delivery schedule.
 
If the email scheduler is not successful in sending the email to the email server, you will see a message next to the failed message “Scheduled delivery failed, please reschedule.” If you have taken care of sending the email through another means, click Delete. If you wish to schedule or send the email now, click Edit. Make desired changes and either Send Email Now or Send Email Later. If the error message continues to appear after attempting to re-send, contact support@micronetonline.com
View Past Scheduled Emails
You may view emails that have been scheduled to ensure that they actually were scheduled. If you’d like to reschedule the email, you may do that here.
1.
Click Communication.
2.
Click Manage Scheduled Email Messages.
3.
Click the Past Scheduled Emails tab.
Emails Letters and Mailing Lists-Schedule an Email-Communication.1.007.4.jpg

Send Communication by Delivery Preference

A single communication piece may be sent out to members by their preference of delivery: mail, fax, or email. When using the Preferred communication type selection under Communication->Form Letters the appropriate output will be developed for each recipient based on the member’s database fields.
If addressees are selected as individual reps (by choosing the selections in the Add Representatives section) the preference as specified on their Reps tab in the Contact Preference field will be used.
If addressees are selected as member companies (by choosing the selections in the Add Members section) the preference will be determined automatically according to the information specified on their General 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 “How is the Contact Preference Used on the Reps tab?”
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.
Emails Letters and Mailing Lists-Send Communication by Delivery Preference-Communication.1.008.1.jpg
6.
Click Continue.
7.
Compose the letter.
8.
Click Print Letters, complete the Print Options selections and click Continue.
Emails Letters and Mailing Lists-Send Communication by Delivery Preference-Communication.1.008.2.jpg
Figure 1-4 Print Options selections
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.
Emails Letters and Mailing Lists-Send Communication by Delivery Preference-Communication.1.008.3.jpg
Figure 1-5 Mailing Label Options
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.
Emails Letters and Mailing Lists-Send Communication by Delivery Preference-Communication.1.008.4.jpg
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.
Emails Letters and Mailing Lists-Send Communication by Delivery Preference-Communication.1.008.5.jpg
17.
Click Continue>>Emails.
Emails Letters and Mailing Lists-Send Communication by Delivery Preference-Communication.1.008.6.jpg
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

Emails Letters and Mailing Lists-Selecting Recipients-Communication.1.009.1.jpg
Figure 1-6 – Screen one when using Communicaton->Form Letters
This screen displays when selecting multiple recipients. The specific example in Figure 1-3 is when using Communication->Form Letters. The description below also describes the selection screen when using Communication->New Email to Multiple Members except that no delivery method may be selected; email is assumed.
General explanation:
Addressees selected under the Add Members heading will use the contact information found on the General tab of the member’s record.
Addressees selected under the Add Representatives heading will use the contact information found on the Reps tab of the selected individual rep.
When using Communication->Form Letters selection:
ChamberMaster allows you to create a single communication piece but choose to send it in multiple ways - - by email, fax, or mail. Selection of delivery method also includes a Preferred communication type selection which generates the appropriate delivery method for each recipient based on the member’s database fields.
When Preferred Communication Type is selected, addressees selected as individual reps will use the preference as specified on their Reps tab.
Preferred method for addressees selected by member name will be determined automatically according to the information specified on their General 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.

Composing a Letter

Emails Letters and Mailing Lists-Composing a Letter-Communication.1.010.1.jpg
Figure 1-7 –Composing a letter

Composing an Email Message

Emails Letters and Mailing Lists-Composing an Email Message-Communication.1.011.1.jpg
Figure 1-8 – Composing an Email message
Due to email size limitations imposed by many ISPs in battling spam, the email editor displays an email content size indicator that updates as you type. It also displays the maximum email size left available. Since email addresses also use some available byte size, ChamberMaster determines this maximum remaining email size after addressees have been selected. If a large attachment is also desired, select to upload the attachment to the ChamberMaster server instead of the traditional method of attachment. See “Adding an Attachment”.
Note that ChamberMaster limits both the individual attachment size and the total communication size for email messages sent via the communication module. The total communication size is calculated as:
number of recipients x (message size + attachment size) = total communication size
The primary factor in staying under the size limits is the number of recipients to whom you are sending the message. This means that "in a pinch", dividing the recipient list into two or more groups should sufficiently reduce the size of the total communication package such that it will be sent.
The recommended method of sending documents to your members is by linking to them within the body of the email rather than by appending them to your email message. ChamberMaster provides unlimited storage space for any documents which you would like to upload and link to in your email messages. See “Adding an Attachment.”

Composing Fax Output

Emails Letters and Mailing Lists-Composing Fax Output-Communication.1.012.1.jpg
Figure 1-9 – Composing Fax output
Fax communication is not faxed directly from within ChamberMaster. Instead, ChamberMaster produces the output that may either be printed and inserted into your own fax machine or downloaded and saved to a file that may be imported into popular fax software programs like WinFax Pro. ChamberMaster also supports a number of Internet Fax services. Contact [[1]] to see if your provider is supported.

Send Communication Based on Custom Report Criteria

Communication may be sent to selected reps based on custom criteria that you specify as you create a custom report.
For instance, your custom criteria might display those in a certain zip code area, or those that employ over 100 full-time employees. After displaying the results of your custom criteria selections, select Create a Group, type a Group Name, and select Submit. The next screen will give the option to Contact Members.
Emails Letters and Mailing Lists-Send Communication Based on Custom Report Criter-Communication.1.013.1.jpg
Figure 1-9a Create a group from Custom Report criteria
See “Create a Group from Custom Criteria” in the Reports and Downloads section for complete instructions on specifying your custom criteria and creating the group.

Creating a Letter

1.
Click Communication in the left-hand menu.
2.
Click Form Letters.
3.
Select the desired recipients.
4.
Select Mail Only as the way to Distribute By:
5.
If applicable, click remove next to those identified under Mail Only as having no contact info, duplicate addresses, or invalid addresses.
6.
Click Continue.
7.
Compose the letter.
8.
Click Print Letters, complete the Print Options selections and click Continue.
Make sure to check the box to Save letter to communication log and type the desired communication log title. In Figure 1-10 the entry will be saved as “Welcome to the Chamber”.
Emails Letters and Mailing Lists-Creating a Letter-Communication.1.014.1.jpg
Figure 1-10 Print Options selections
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.
Emails Letters and Mailing Lists-Creating a Letter-Communication.1.014.2.jpg
Figure 1-11 Mailing Label Options
12.
Preview the labels on-screen and then select to print. In the Print window that appears, ensure that Page Scaling is set to None. For specific selections based on your version of Adobe Reader, see “Proper settings for label output” below.
13.
Close the label-printing windows and return to the letter composition window.
14.
Click Close.

Create Mass Mailing Labels

Emails Letters and Mailing Lists-rd bullet.jpg
Single labels for a particular member are available in the Members module on the General tab, the Reps tab, and the Communication tab.
Emails Letters and Mailing Lists-rd bullet.jpg
Selections for printing mailing labels for multiple members are found in the Communication module (Form Letters) and the Reports module (Mailing Labels). The Reports module selection gives additional options specific to mailing labels that are not available when printing labels in the Communication module, such as a selection to download the labels and view a postal code summary.
Print labels from the Reports module
1.
Click Reports in the left-hand menu.
2.
Click Mailing Labels in the Common Reports area.
3.
Add those that should have a label printed using one or more methods in the Settings area. See Figure 1-12.
4.
Select other desired mailing label settings.
Emails Letters and Mailing Lists-Create Mass Mailing Labels-Communication.1.015.1.jpg
Figure 1-12 Mailing label options in Reports module
5.
Click View/Print Mailing Labels.
6.
The selected labels will display.
7.
Insert the labels into your printer and click Print from the File menu or other desired method within your browser window.
8.
In the Print window that appears, ensure that Page Scaling is set to None. For specific selections based on your version of Adobe Reader, see “Proper settings for label output”.
9.
After selecting the desired local printer, click Print.
10.
Click Close Emails Letters and Mailing Lists-Create Mass Mailing Labels-Communication.1.015.2.jpg to close the displayed labels.
 
Print labels from the Communication module
1.
Click Communication in the left-hand menu.
2.
Click Form Letters in the Correspondence area.
3.
Select the desired addressees from the selections in the designated blue area. See Figure 1-13 below.
Emails Letters and Mailing Lists-Create Mass Mailing Labels-Communication.1.015.3.jpg
Figure 1-13 Choose contacts
4.
Select Mail Only in the Distribute By area.
5.
Click Continue.
6.
Click Print Mailing Labels.
7.
Select the desired mailing label options.
Emails Letters and Mailing Lists-Create Mass Mailing Labels-Communication.1.015.4.jpg
Figure 10-3 Mailing label options in Communication module
8.
Click Continue.
9.
The selected labels will display.
10.
Insert the labels into your printer and click Print from the File menu or other desired method within your browser window.
11.
In the Print window that appears, ensure that Page Scaling is set to None. For specific selections based on your version of Adobe Reader, see “Settings for label output”.
12.
After selecting the desired local printer, click Print.
13.
Click Close Emails Letters and Mailing Lists-Create Mass Mailing Labels-Communication.1.015.5.jpg on each window that displays the labels, mailing label options, and the member correspondence window.

Settings for label output

Labels printed through your software will first display on your screen in Adobe Reader, allowing you to preview the resulting labels before sending to the printer. However, one selection in the print dialog box must be changed from the default to allow proper control of label placement. This selection looks different based on the version of Adobe Reader that is installed on your own computer.

Page Scaling should always be set to None or 100% or Actual (wording varies depending on Adobe version). When Page Scaling is set to anything other than None (or the above identified choices), your labels may print off the labels or “slide” down the page as they print. You may say the labels shift or have improper alignment.

Tip: Sometimes your browser will open the PDF in a “mini reader” instead of using the Adobe program which doesn’t allow you to change these settings. You’ll need to disable these mini-readers in order to allow the software to control the label output properly. Watch a video to understand how this works.
Chrome Users: type in chrome://plugins and press Enter. Then disable the Chrome PDF Viewer and the Adobe Reader. See this page
Firefox Users: Select Options from the Tools menu. Click Applications tab and search for Adobe and also for PDF. Change each selection to Use Adobe Reader.
Internet Explorer Users: Select Manage Add-ons from the Settings menu. With Toolbars and Extensions selected change the Show drop-down to All-Add-ons. Then set the Adobe PDF Reader to Disabled.

Your Adobe Reader version will determine what this setting will look like.

Adobe Reader v. 8.0

Emails Letters and Mailing Lists-Adobe Reader v. 8.0-Communication.1.017.1.jpg

Adobe Reader v. 7.0

Emails Letters and Mailing Lists-Adobe Reader v. 7.0-Communication.1.018.1.jpg

Adobe Reader v. 6.0

Emails Letters and Mailing Lists-Adobe Reader v. 6.0-Communication.1.019.1.jpg
 

Create/Send Fax Output

Send fax output using your fax machine or to download fax output
1.
Click Communication in the left-hand menu.
2.
Click Form Letters.
3.
Select desired recipients.
4.
Select Fax Only as the way to Distribute By:
5.
If applicable, click remove next to those identified under Fax Only as having no contact info, duplicate fax #, or invalid fax #.
6.
Click Edit with ChamberMaster.
7.
Create the fax output.
8.
Click Print Fax Content and/or Download Fax List. Read more information on fax output options.
Emails Letters and Mailing Lists-Create 2fSend Fax Output-Communication.1.020.1.jpg
Send fax output to an Internet Fax service
This requires a separate subscription with one of many well-known internet fax service. See “Internet Fax Service” in the “Administrator Tasks” section of online help for more information.
1.
Click Communication in the left-hand menu.
2.
Click Form Letters.
3.
Select desired recipients.
4.
Select Fax Only as the way to Distribute By:
Preferred Communication Type may be selected instead to select to send faxes only to those that have Fax selected as their preference.
5.
If applicable, click remove next to those identified under Fax Only as having no contact info, duplicate fax #, or invalid fax #.
6.
Click Edit with ChamberMaster.
7.
click Add/Remove Attachment.
8.
Select Append your file to the email directly.
Emails Letters and Mailing Lists-Create 2fSend Fax Output-Communication.1.020.2.jpg Figure 10-3a
9.
Click Continue.
10.
Click Browse… to locate the desired fax attachment file.
11.
Click Attach.
12.
Click Return.
Emails Letters and Mailing Lists-Create 2fSend Fax Output-Communication.1.020.3.jpg
Figure 10-3b – Selecting the desired fax attachment
13.
Click Send Faxes via . . .
Emails Letters and Mailing Lists-Create 2fSend Fax Output-Communication.1.020.4.jpg
Figure 10-3c - Sample of the Send Faxes button when using eFax
Some email fax services may accept the cover page or the main content of the fax in the editor area instead of attaching the content and cover page as an attachment. Check with your email fax service or contact ChamberMaster for more information.

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