Communication Topics
Communication Basics
Archive emails (record) in the database even when not logged in
Quick Guide to Sending an Email
Send Communication by Delivery Preference
Send Communication Based on Custom Report Criteria
- 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
View history communication history Quick Communication Application (QCA) Inserting a graphic
- Insert a graphic within communication
- Modify an existing graphic (graphic size, borders, alternative text)
- Remove an existing graphic (from the editor screen)
- Remove a graphic (from the ChamberMaster server)
Documents and Templates
Saving changes to an existing document
Mail Merge
To create and print individual letters that include the member login name and password
Remove unwanted headers & footers from reports & correspondence
Creating 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
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
- 1 - Email from a consumer visiting member web page
- 2 - Email from the chamber that invites member to an event
- 3 – Email from the chamber that informs of consumer leads
- 1 – Email from the chamber sending requested information
- 2 – Email generated by ChamberMaster sending a Hot Deal
- 3 – Email generated by ChamberMaster sending a job posting
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?