[Chapter-delegates] Important Updates on Email and Chatter Group Functionality in Fonteva - Your Feedback Matters!

[Joly MacFie]

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.



   1. *Create the Campaign*


   - In the Leader Portal, Go to “Chapter Emails”
   - Select “Email Campaign”
   - Click “New”
   - Input a “Campaign Name” – mandatory field
   - Input any other information pertaining to the Campaign in the
   applicable field(s)
   - Select the “Active” button
   - Hit “Save”
   - This creates the campaign.

*2.   Link the Campaign to a Journey*

   - Click on Chapter Emails
   - Select “Email Campaign”
   - Select the Campaign you created
   - Under Campaign Messages select “Connect Campaign”
   - In the Journey field, start typing your Chapter name (i.e. Washington)
   and this will bring up your journey options.
   - Select the journey with the “TR” designation at the end to send a
   transactional email.
   - NOTE: The journey with no “TR” designation would be a promotional
   email that goes to chapter members who have not opted out of
   communications.
   - Click on “Save” -- this will take you to a screen where you create the
   message you want to send.

*3.   Add Recipients (For sending a message to all members)*

   - Go to “Reports” from the Leader Portal,
   - Click on “Active Chapter Members”
   - This will bring up all Chapter Members
   - Click the check box beside the Chapter Name
   - Click on the dropdown button next to Export (at the top of the screen)
   - Click on “Add to Campaign”
   - Select the Campaign to which the email is being sent
   - Click on “Submit”

*4.   Create the Message*

   - Click on Chapter Emails
   - Select “Email Campaign”
   - Select the Campaign you created.
   - Click on the preview button (eye) to the right of the subject line.
   - Select a Subject
   - Hover over the Subject Line box, then select “Click to Edit” to select
   one of the template subject lines.
   - Hover over the Rich Text Box, then select “Click to Edit” to enter the
   text of your message.
   - Once done, Click “Save & Close”

*5.   Send the Message*

   - Take you back to the Email Campaign screen.
   - Under Campaign Messages, select “Bulk Send”
   - It will then show you a preview of your message as well as to whom it
   will be sent.
   - If you’re ready to go, click on “Send”


Notes
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.

2. I had a hiccup adding recipients. In step 3, be sure to click 'submit'.

3. The availability of the TR (transactional) recipient list is a big
improvement over MemberNova, where 'opt-out' members were essentially
unreachable.



On Fri, Jan 12, 2024 at 2:30 PM Andre Copelin via Chapter-delegates <
chapter-delegates at elists.isoc.org> wrote:

>
>
>
> *One-way Communications:*
>
>
>
> 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 *except* 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.
>
>
>
> 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 here
> <https://communitytraining.internetsociety.org/training/send-email-as-chapter-leader/>
> .
>
> --
> --------------------------------------
> Joly MacFie  +12185659365
> --------------------------------------
>
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