<div dir="ltr"><div class="gmail_default" style="font-size:small"><br></div><div class="gmail_default" style="font-size:small">Something I noted earlier (and was quoted on by Andrew) was that, once one has set up a 'Email Campaign' in Fonteva, one can keep adjusting content and resending. What I have come to realize is that, new members, that have joined since the campaign was set up, are not included. I looked for a way to update the recipient list within the campaign but couldn't see the option. (I may have missed it).<br></div><div class="gmail_default" style="font-size:small"><br></div><div class="gmail_default" style="font-size:small">However, setting up a new campaign using Andre's formula (below) was a doddle.</div><div class="gmail_quote"><div dir="ltr"><div dir="ltr"><div style="font-size:small"><br><div 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 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="" style="box-sizing:inherit;height:8px;display:block"></span></div><ol 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 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 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="" 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 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 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="" 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 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 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="" 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 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 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="" 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 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></div></div><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>