[Chapter-delegates] Note to Chapter CO's

[Joly MacFie]

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).

However, setting up a new campaign using Andre's formula (below) was a
doddle.




   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”


-- 
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Joly MacFie  +12185659365
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