<div dir="ltr"><div dir="ltr"><div class="gmail_default" style="font-size:small">As an ISOC-DC CO I have successfully sent an email to all Chapter members using Fonteva, using this slightly simpler set of instructions that Andre shared with me privately.<br><div class="gmail-p-rich_text_section" style="box-sizing:inherit;color:rgb(209,210,211);font-family:Slack-Lato,Slack-Fractions,appleLogo,sans-serif;font-size:15px;font-variant-ligatures:common-ligatures;background-color:rgb(34,37,41)"><br></div><div class="gmail-p-rich_text_section" style="box-sizing:inherit;color:rgb(209,210,211);font-family:Slack-Lato,Slack-Fractions,appleLogo,sans-serif;font-size:15px;font-variant-ligatures:common-ligatures;background-color:rgb(34,37,41)"><br><span aria-label="" class="gmail-c-mrkdwn__br" style="box-sizing:inherit;height:8px;display:block"></span></div><ol class="gmail-p-rich_text_list gmail-p-rich_text_list__ordered" style="box-sizing:inherit;margin:0px;padding:0px;list-style-type:none;color:rgb(209,210,211);font-family:Slack-Lato,Slack-Fractions,appleLogo,sans-serif;font-size:15px;font-variant-ligatures:common-ligatures;background-color:rgb(34,37,41)"><li style="box-sizing:inherit;margin-bottom:0px;margin-left:28px;list-style-type:none"><b style="box-sizing:inherit">Create the Campaign</b></li></ol><ul class="gmail-p-rich_text_list gmail-p-rich_text_list__bullet" style="box-sizing:inherit;margin:0px;padding:0px;list-style-type:none;color:rgb(209,210,211);font-family:Slack-Lato,Slack-Fractions,appleLogo,sans-serif;font-size:15px;font-variant-ligatures:common-ligatures;background-color:rgb(34,37,41)"><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">In the Leader Portal, Go to “Chapter Emails”</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Select “Email Campaign”</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Click “New”</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Input a “Campaign Name” – mandatory field</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Input any other information pertaining to the Campaign in the applicable field(s)</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Select the “Active” button</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Hit “Save”</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">This creates the campaign.</li></ul><div class="gmail-p-rich_text_section" style="box-sizing:inherit;color:rgb(209,210,211);font-family:Slack-Lato,Slack-Fractions,appleLogo,sans-serif;font-size:15px;font-variant-ligatures:common-ligatures;background-color:rgb(34,37,41)"><span aria-label="" class="gmail-c-mrkdwn__br" style="box-sizing:inherit;height:8px;display:block"></span><b style="box-sizing:inherit">2. Link the Campaign to a Journey</b><br style="box-sizing:inherit"></div><ul class="gmail-p-rich_text_list gmail-p-rich_text_list__bullet" style="box-sizing:inherit;margin:0px;padding:0px;list-style-type:none;color:rgb(209,210,211);font-family:Slack-Lato,Slack-Fractions,appleLogo,sans-serif;font-size:15px;font-variant-ligatures:common-ligatures;background-color:rgb(34,37,41)"><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Click on Chapter Emails</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Select “Email Campaign”</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Select the Campaign you created</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Under Campaign Messages select “Connect Campaign”</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">In the Journey field, start typing your Chapter name (i.e. Washington) and this will bring up your journey options.</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Select the journey with the “TR” designation at the end to send a transactional email.</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">NOTE: The journey with no “TR” designation would be a promotional email that goes to chapter members who have not opted out of communications. </li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Click on “Save” -- this will take you to a screen where you create the message you want to send.</li></ul><div class="gmail-p-rich_text_section" style="box-sizing:inherit;color:rgb(209,210,211);font-family:Slack-Lato,Slack-Fractions,appleLogo,sans-serif;font-size:15px;font-variant-ligatures:common-ligatures;background-color:rgb(34,37,41)"><span aria-label="" class="gmail-c-mrkdwn__br" style="box-sizing:inherit;height:8px;display:block"></span><b style="box-sizing:inherit">3. Add Recipients (For sending a message to all members)</b><br style="box-sizing:inherit"></div><ul class="gmail-p-rich_text_list gmail-p-rich_text_list__bullet" style="box-sizing:inherit;margin:0px;padding:0px;list-style-type:none;color:rgb(209,210,211);font-family:Slack-Lato,Slack-Fractions,appleLogo,sans-serif;font-size:15px;font-variant-ligatures:common-ligatures;background-color:rgb(34,37,41)"><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Go to “Reports” from the Leader Portal,</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Click on “Active Chapter Members”</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">This will bring up all Chapter Members</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Click the check box beside the Chapter Name</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Click on the dropdown button next to Export (at the top of the screen)</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Click on “Add to Campaign”</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Select the Campaign to which the email is being sent</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Click on “Submit”</li></ul><div class="gmail-p-rich_text_section" style="box-sizing:inherit;color:rgb(209,210,211);font-family:Slack-Lato,Slack-Fractions,appleLogo,sans-serif;font-size:15px;font-variant-ligatures:common-ligatures;background-color:rgb(34,37,41)"><span aria-label="" class="gmail-c-mrkdwn__br" style="box-sizing:inherit;height:8px;display:block"></span><b style="box-sizing:inherit">4. Create the Message</b><br style="box-sizing:inherit"></div><ul class="gmail-p-rich_text_list gmail-p-rich_text_list__bullet" style="box-sizing:inherit;margin:0px;padding:0px;list-style-type:none;color:rgb(209,210,211);font-family:Slack-Lato,Slack-Fractions,appleLogo,sans-serif;font-size:15px;font-variant-ligatures:common-ligatures;background-color:rgb(34,37,41)"><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Click on Chapter Emails</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Select “Email Campaign”</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Select the Campaign you created.</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Click on the preview button (eye) to the right of the subject line.</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Select a Subject</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Hover over the Subject Line box, then select “Click to Edit” to select one of the template subject lines.</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Hover over the Rich Text Box, then select “Click to Edit” to enter the text of your message.</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Once done, Click “Save & Close”</li></ul><div class="gmail-p-rich_text_section" style="box-sizing:inherit;color:rgb(209,210,211);font-family:Slack-Lato,Slack-Fractions,appleLogo,sans-serif;font-size:15px;font-variant-ligatures:common-ligatures;background-color:rgb(34,37,41)"><span aria-label="" class="gmail-c-mrkdwn__br" style="box-sizing:inherit;height:8px;display:block"></span><b style="box-sizing:inherit">5. Send the Message</b><br style="box-sizing:inherit"></div><ul class="gmail-p-rich_text_list gmail-p-rich_text_list__bullet" style="box-sizing:inherit;margin:0px;padding:0px;list-style-type:none;color:rgb(209,210,211);font-family:Slack-Lato,Slack-Fractions,appleLogo,sans-serif;font-size:15px;font-variant-ligatures:common-ligatures;background-color:rgb(34,37,41)"><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Take you back to the Email Campaign screen.</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">Under Campaign Messages, select “Bulk Send”</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">It will then show you a preview of your message as well as to whom it will be sent.</li><li style="box-sizing:inherit;margin-bottom:0px;margin-left:56px;list-style-type:none">If you’re ready to go, click on “Send”</li></ul></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr"><div class="gmail_default" style="font-size:small">Notes</div><div class="gmail_default" style="font-size:small">1. one can only select one of three preset subject lines, e.g. "A message from your Chapter Leader" or "A message from your Internet Society Chapter". While this at first may seem awkward, Chapter members will come to be familiar with it.</div><br></div><div dir="ltr" class="gmail_attr"><div class="gmail_default" style="font-size:small">2. I had a hiccup adding recipients. In step 3, be sure to click 'submit'.</div><div class="gmail_default" style="font-size:small"><br></div><div class="gmail_default" style="font-size:small">3. The availability of the TR (transactional) recipient list is a big improvement over MemberNova, where 'opt-out' members were essentially unreachable.</div><br></div><div dir="ltr" class="gmail_attr"><br></div><div dir="ltr" class="gmail_attr"><br></div><div dir="ltr" class="gmail_attr">On Fri, Jan 12, 2024 at 2:30 PM Andre Copelin via Chapter-delegates <<a href="mailto:chapter-delegates@elists.isoc.org">chapter-delegates@elists.isoc.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div class="msg-8660080308386923863">
<div lang="EN-US" style="overflow-wrap: break-word;">
<div class="m_-380951982159312209WordSection1">
<p class="MsoNormal"><br></p>
<p class="MsoNormal"><b><u></u> <u></u></b></p>
<p class="MsoNormal"><b>One-way Communications:</b></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Chapters can use the leader portal to send one-way communications to all members of their chapter, a subset of those members, or an individual member. Each Chapter has two designated communication officers who can send such emails. The
system allows those emails to be sent as either promotional or transactional emails, with each serving a specific purpose. Promotional emails will go to all members
<u>except</u> those who have opted out of email communications. Transactional emails will go to all members. For details of what is considered promotional vs transactional, each Chapter should refer to their local jurisdiction as the definition can vary from
country to country.</p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">We’ve outlined step-by-step instructions on how to send an email and provided a demonstration video. They can be found on our community training site
<a href="https://communitytraining.internetsociety.org/training/send-email-as-chapter-leader/" target="_blank">
here</a>.<br clear="all"></p><div><br></div><span class="gmail_signature_prefix">-- </span><br><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div>--------------------------------------<br><span>Joly MacFie +1<span title="Call with Google Voice">2185659365</span> </span></div><div>--------------------------------------</div></div></div></div></div></div></div></div></blockquote></div></div>