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

Sat Jan 13 05:26:38 PST 2024

Early days, Alfredo.

On Sat, Jan 13, 2024 at 8:17 AM Alfredo Calderon <calderon.alfredo at gmail.com>
wrote:

> Joly,
>
> Thank you.  This makes my point that the system is NOT as user-friendly as
> originally advertised.
> [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  |
> https://virtualsig.org
>
> [image: facebook] <https://facebook.com/calderon.alfredo>
>
> [image: linkedin] <https://pr.linkedin.com/in/acalderon52>
>
> [image: twitter] <https://twitter.com/acalderon52>
>
> [image: pinterest] <http://www.pinterest.com/acalderon/>
>
> [image: slideshare] <http://www.slideshare.net/acalderon>
>
> [image: twitter] <https://twitter.com/virtualschoolIG>
>
> [image: wiseintro] <https://wiseintro.co/alfredocalderon>
>
> IMPORTANT: The contents of this email and any attachments are
> confidential. They are intended for the named recipient(s) only. If you
> have received this email by mistake, please notify the sender immediately
> and do not disclose the contents to anyone or make copies thereof.
> Create your WiseStamp email signature
> <https://www.wisestamp.com/lp/promo/professional-email-signature?utm_source=promotion&utm_medium=signature&utm_campaign=create_your_own&srcid=>
>
> [image: __tpx__]
>
>
> On Sat, Jan 13, 2024 at 9:14 AM Joly MacFie <joly.nyc at gmail.com> wrote:
>
>>
>> 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  |
>>> https://virtualsig.org
>>>
>>> [image: facebook] <https://facebook.com/calderon.alfredo>
>>>
>>> [image: linkedin] <https://pr.linkedin.com/in/acalderon52>
>>>
>>> [image: twitter] <https://twitter.com/acalderon52>
>>>
>>> [image: pinterest] <http://www.pinterest.com/acalderon/>
>>>
>>> [image: slideshare] <http://www.slideshare.net/acalderon>
>>>
>>> [image: twitter] <https://twitter.com/virtualschoolIG>
>>>
>>> [image: wiseintro] <https://wiseintro.co/alfredocalderon>
>>>
>>> IMPORTANT: The contents of this email and any attachments are
>>> confidential. They are intended for the named recipient(s) only. If you
>>> have received this email by mistake, please notify the sender immediately
>>> and do not disclose the contents to anyone or make copies thereof.
>>> Create your WiseStamp email signature
>>> <https://www.wisestamp.com/lp/promo/professional-email-signature?utm_source=promotion&utm_medium=signature&utm_campaign=create_your_own&srcid=>
>>>
>>> [image: __tpx__]
>>>
>>>
>>> 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
>> --------------------------------------
>>
>

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