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

Sat Jan 13 05:13:59 PST 2024

Hi Alfredo,

I also went through the procedure, and found I was missing the 'bulk send'
option. I went back to the 'journey' and re-selected the TR option, and
then said yes to 'replace recipients' and submitted. Lo and behold, 'bulk
send' showed up.

Joly

On Sat, Jan 13, 2024 at 7:58 AM Alfredo Calderon <calderon.alfredo at gmail.com>
wrote:

> Joly,
>
> Thank you for the info.  As seen in my screenshot I can not search for any
> Journey.  This has been one of the many issues unresolved by AMSHelp.
>
> I have been trying variations, even cloning some of my previous messages.
> It looks like I managed to reach the template point, but lack the "bulk
> feature", and more.
>
> I am afraid this platform and the tutorials do not meet my expectations,
> and as a volunteer, I am spending too much time trying to resolve diverse
> problems. It is understood that the learning curve is also an issue, but
> this new AMS is more complex, and still do not completely see the benefits.
>
>
> [image: photo]
> [image: photo]
>
> Alfredo Calderon
> eLearning Consultant
>
> aprendizajedistancia.blogspot.com
>
> calderon.alfredo at gmail.com  |  wiseintro.co/alfredocalderon  |
> Alfredo_1212  |  Virtual School on Internet Governance  |
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>
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>
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>
>
> On Sat, Jan 13, 2024 at 8:31 AM Joly MacFie via Chapter-delegates <
> chapter-delegates at elists.isoc.org> wrote:
>
>> 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
>>> --------------------------------------
>>>
>> _______________________________________________
>> As an Internet Society Chapter Officer you are automatically subscribed
>> to this list, which is regularly synchronized with the Internet Society
>> Chapter Portal (AMS):
>> https://admin.internetsociety.org/622619/User/Login
>> View the Internet Society Code of Conduct:
>> https://www.internetsociety.org/become-a-member/code-of-conduct/
>>
>

-- 
--------------------------------------
Joly MacFie  +12185659365
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