|
|
| (One intermediate revision by the same user not shown) |
| Line 1: |
Line 1: |
| − | <div xmlns="http://www.w3.org/1999/xhtml">
| + | #REDIRECT [[Constant Contact Synchronization#Enable_Constant_Contact_Synchronization]] |
| − | <div style="text-align: left;">[[TableOfContents|Table of Contents]] | [[Enable_LiveEdit_button|Previous]] | [[Upload_your_logo|Next]] | [[Index|Index]]</div>
| |
| − | <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
| |
| − | <span>[[Customizing_ChamberMaster|Customizing ChamberMaster]]</span> : <span>[[Miscellaneous_Settings|Miscellaneous Settings]]</span> : Enable Constant Contact Synchronization</div>
| |
| − | <hr />
| |
| − | <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 18pt;"><span id="wwpID0E0IC0HA">Enable Constant Contact Synchronization</span></div>
| |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0HC0HA">Once the selection is enabled and appropriate login credentials are supplied, “Automatically synchronize groups daily” and "Automatically synchronize membership type daily" will push all active groups and upload each of your membership types as a list in Constant Contact. New contact information for these individuals will be uploaded to the associated Constant Contact account on a nightly basis. No need to maintain two separate mailing lists, simply update your groups/types in the software and a matching Constant Contact list will be updated with the same changes.</span></div>
| |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0GC0HA">If you’d rather select only certain groups to be synched, then you’ll need to deselect all others on the </span><span style="font-weight: bold;">Synch</span> tab in the <span style="font-weight: bold;">Groups</span> module. See “<span style="font-family: Calibri; font-size: 11pt;">To select only certain groups</span>” in the Emails, Letters, and Mailing Lists section.</div>
| |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0FC0HA">To enable synchronization requires a Constant Contact Subscription. To create a new Constant Contact account click </span><span style="font-weight: bold;">Communication->Newsletters/Email Campaigns->I am a Constant Contact Subscriber</span>. Click <span style="font-weight: bold;">Open Constant Contact</span> and follow instructions on the screen to sign up for a new account. Be sure to check out the pricing available for non-profit organizations.</div>
| |
| − | <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt;"><span id="wwpID0E0EC0HA">Enable Constant Contact Synchronization</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;">5. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DC0HA">Login to your database with administrator privileges.</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;">6. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CC0HA">Click </span><span style="font-weight: bold;">Setup</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: Calibri; font-size: 11pt;">7. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BC0HA">Click </span><span style="font-weight: bold;">General Options and Settings</span> in the <span style="font-weight: bold;">Association Information</span> area.</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;">8. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AC0HA">Select </span><span style="font-weight: bold;">ConstantContact</span> from the <span style="font-weight: bold;">Newsletter</span> <span style="font-weight: bold;">Solution</span> drop-down box.</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;">9. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06B0HA">In the</span><span style="font-weight: bold;"> Add-On Manager</span> area type your Constant Contact login name and password in the <span style="font-weight: bold;">Constant Contact </span>section.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E05B0HA">Note: Constant Contact names must not contain spaces.</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;">10. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-style: italic;"><span id="wwpID0E04B0HA">Optional:</span></span> Select <span style="font-weight: bold;">Automatically synchronize membership types daily,</span> <span style="font-weight: bold;">Automatically synchronize groups daily, </span>and/or <span style="font-weight: bold;">Automatically sync all active reps for active and courtesy members</span> to allow ChamberMaster to pass all ChamberMaster Membership Types, active reps and/or Group updates and additions nightly to your Constant Contact account. To select only specific groups, click the <span style="font-weight: bold;">Synch</span> tab in the <span style="font-weight: bold;">Groups</span> module.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 54pt;"><span id="wwpID0E03B0HA">If you’d rather select only certain groups to be synched, then you’ll need to deselect all others on the </span><span style="font-weight: bold;">Synch</span> tab in the <span style="font-weight: bold;">Groups</span> module. See “<span style="font-family: Calibri; font-size: 11pt;">To select only certain groups</span>” in the Emails, Letters, and Mailing Lists section.</div>
| |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt; text-align: justify;"><span id="wwpID0E02B0HA">[[Image:Enable_Constant_Contact_Synchronization-AdminTasks.1.56.1.jpg]]</span></div>
| |
| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E01B0HA">Figure 2-17 Adding Constant Contact login name and password to ChamberMaster</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;">11. </div></td>
| |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZB0HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0YB0HA">Going forward, make any additions to these list or changes to contact information in your software. Each time a synch takes place, the Constant Contact list is zeroed out and refreshed with new information from the database. For best results, manage all additions and updates in ChamberMaster / MemberZone only.</span></div>
| |
| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0XB0HA">Note: Reps that have unsubscribed from your database mailing list will not be included in the synch to Constant Contact.</span></div>
| |
| − | </div>
| |
