[Chapter-delegates] Request for a method to send email to Chapter members.

Joly MacFie joly at punkcast.com
Sun Mar 24 08:51:28 PDT 2024


I used this method, and it worked for me. What I will add is that there is
a fair pause before the step 5, 'bulk email' option initially becomes
available. Wait for it.

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”

On Sat, Mar 23, 2024 at 11:18 PM 66499 via Chapter-delegates <
chapter-delegates at elists.isoc.org> wrote:

> Dear Mohan,
> Have you opened a ticket in the system ? It is important to staff to have
> récords about failures.
> Best Regards
> Luis Martinez
> Member ISOC Board of Trustees
> ISOC Mexico
> On Mar 23, 2024, 20:24 -0600, K Mohan Raidu via Chapter-delegates <
> chapter-delegates at elists.isoc.org>, wrote:
>
> That traning link itself erroneous.
>
> I asked for a one-on-one and step-by-step demo of the emailing.
> This attitude of the AMS is very irresponsible.
>
> There is no method to send emails to Chapter members from the portal.
> And traning on a non existing feature is futile.
>
> Will the demo be arranged or should I esclate it the highest level?
>
>
> K Mohan Raidu
> President
> ISOC Hyderabad.
> +919985033566
>
>
>
>
>
>
> On Friday, March 22, 2024 at 08:32:01 PM GMT+5:30, AMS Helpdesk <
> amshelp at isoc.org> wrote:
>
>
> Hi K,
>
> ​The correct training link was sent back on 7 March 2024. As we did not
> receive a reply, the ticket was closed. Please let us now if you are still
> having trouble accessing this link and training.
>
> On Fri, 22 Mar at 9:17 AM , K Mohan Raidu <kmraidu at aol.com> wrote:
> How do close a ticket without attending or resolvinb the issue?
>
> ------------------------------------------------------------------------------------------------
>
>
> On Wednesday, March 20, 2024 at 10:49:58 PM GMT+5:30, AMS Helpdesk <
> amshelp at isoc.org> wrote:
>
>
> Dear K Mohan Raidu,
>
> Your ticket - Request for a method to send email to Chapter members. -
> has been closed.
>
> We hope that the ticket was resolved to your satisfaction. If you feel
> that the ticket should not be closed or if the ticket has not been
> resolved, please reply to this email.
>
> Sincerely,
> Internet Society Support Team
> https://isochelp.freshdesk.com/helpdesk/tickets/13941
>
> 13941:1314861
> _______________________________________________
> 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:
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>
> _______________________________________________
> 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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