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

Wed Mar 27 21:57:33 PDT 2024

Hi Amrita

Responding here as well for all:

The 'Send Email as Chapter Leader' guide an video can be found here:
https://communitytraining.internetsociety.org/training/send-email-as-chapter-leader/

Reposting @Joly MacFie<mailto:joly at punkcast.com>'s message (thank you!) below as well:

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”

Hope this helps.

Best Regards

Sarah

Sarah Lake (she/her), Community Engagement Manager, Asia-Pacific
lake at isoc.org  | Australia, UTC/GMT+10
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________________________________
From: Chapter-delegates <chapter-delegates-bounces at elists.isoc.org> on behalf of Amrita Choudhury via Chapter-delegates <chapter-delegates at elists.isoc.org>
Sent: Thursday, March 28, 2024 15:28
To: Joly MacFie <joly at punkcast.com>; AMS Support <amshelp at isoc.org>
Cc: ISOC Chapter Delegates <chapter-delegates at elists.isoc.org>
Subject: Re: [Chapter-delegates] Request for a method to send email to Chapter members.

I agree the present system seems to be very confusing.

Have been trying to send a mail to the chapter, but not succeeded yet.

Could anyone share where the tutorials to send emails are?

Regards

Amrita

On Tue, Mar 26, 2024 at 2:26 AM Joly MacFie via Chapter-delegates <chapter-delegates at elists.isoc.org<mailto:chapter-delegates at elists.isoc.org>> wrote:
Hi Levy,

Chatter is not bad, somewhat akin to whatsapp with email integration, but, by default, members are set to email digest mode, can even reset their option to 'limited', and I suspect members who are set to 'opt-out' may never see it at all. So, it is not a reliable way to reach your chapter membership. Also, content options are limited.

OTOH, an email campaign, with the journey set to TD, will reach every member of your Chapter.

Once an email campaign is set up, it's easy to repost to the same campaign without going through all the set up.

What isn't clear to me, as yet, is, whether this will reach people who have subsequently joined. Possibly not.

Joly

On Mon, Mar 25, 2024 at 11:16 AM levy syanseke via Chapter-delegates <chapter-delegates at elists.isoc.org<mailto:chapter-delegates at elists.isoc.org>> wrote:
Hi Joly,

That's what I was referring to.

Regards

Levy Syanseke

Ramah Designs - Founder
Internet Society Zambia Chapter - Founding President

+260 978 210 494

*God is a Designer*

On Sun, 24 Mar 2024, 20:08 Joly MacFie, <joly at punkcast.com<mailto:joly at punkcast.com>> wrote:
Hi Levy,

Are you referring to 'Chatter' ?

Joly

On Sun, Mar 24, 2024 at 12:42 PM levy syanseke via Chapter-delegates <chapter-delegates at elists.isoc.org<mailto:chapter-delegates at elists.isoc.org>> wrote:
Hi Mohan,

I hope this email finds you well.

I do understand your frustration and have  been through it before.
While waiting for the demo video, we learnt we can use an alternative channel within the new AMS. If you have time or any other leader who would like help with communicating using the same feature to communicate to your chapter members.

I am available on Tuesday. Do advise, anytime before or after 9:50 UTC - 13:00 UTC.

Regards

Levy Syanseke

Media Studies Tutor | Ramah Designs<https://web.facebook.com/ramahdesigns/> - Founder

Internet Society Zambia Chapter<https://isoczambia.org> - Founding president

Youth IGF Movement <https://youthigf.com/> - Community Coordinator

[https://cdn2.hubspot.net/hubfs/53/tools/email-signature-generator/icons/phone-icon.png]
+260 978 210 494<tel:+260+978+210+494>
[https://cdn2.hubspot.net/hubfs/53/tools/email-signature-generator/icons/email-icon.png]
lsyanseke at gmail.com<mailto:lsyanseke at gmail.com>

<https://ramahdesigns.business.site/>
 God Loves You!

On Sun, Mar 24, 2024 at 4:24 AM K Mohan Raidu via Chapter-delegates <chapter-delegates at elists.isoc.org<mailto: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<mailto: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.

[https://attachment.freshdesk.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NjAxMTAwMzg3NDcsImRvbWFpbiI6Imlzb2NoZWxwLmZyZXNoZGVzay5jb20iLCJhY2NvdW50X2lkIjoxMzE0ODYxfQ.uupAJssu5iI1-ges_5RGAjxV4n2UiIHvfqaW2uOJiX8]
On Fri, 22 Mar at 9:17 AM , K Mohan Raidu <kmraidu at aol.com<mailto: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<mailto: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
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_______________________________________________
As an Internet Society Chapter Officer you are automatically subscribed
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View the Internet Society Code of Conduct: https://www.internetsociety.org/become-a-member/code-of-conduct/

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Joly MacFie  +12185659365
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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):
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View the Internet Society Code of Conduct: https://www.internetsociety.org/become-a-member/code-of-conduct/

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Joly MacFie  +12185659365
--------------------------------------
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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):
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View the Internet Society Code of Conduct: https://www.internetsociety.org/become-a-member/code-of-conduct/
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