EMail menu selection box
It is possible to create a bespoke email to send out with the receipt and this email can have a PDF attached. Create a DOCUMENT to hold the pdf. Having done so go back into the created document and attach the PDF. Create a template and use the data source…
If a member wishes to unsubscribe from emails then they have to do so for every district in which they have a membership.
The procedure is in 3 distinct parts The creation of the documents – the creation of the email template and finally sending out the mail shot. You will have to make sure that the Document does not exceed about 4.5kb CREATE THE DOCUMENT Go into UTILITIES – DOCUMENTS and create…
Test emails will only include the merge codes and not the data. The reason for this is when a merge takes place the program needs to know the selection of people it is being sent to. When a test email is sent no actual merge takes place. If you wish…
The text that appears on the emails that accompanies receipts and also the message on the receipt itself can be changed by the Branch. Go to SETTINGS – CUSTOM FIELDS – and there are two fields, one for the text to appear on the receipt and the other for the…
How to delete an attachment from an email
To fully check the history for a mail shot, go to ADMINISTRATION – MAILSHOT HISTORY and select the email template in question. At the foot of the next screen click on the green button “View mailshot queue for individual mailshot items” On the next page a full description of the…
If Officers are created as Committee Members for an entire association and are not given access, in otherwords marked as “Disabled”, they can all be emailed including the Treasurer, Secretary and Chairs. Committee member is a specific classification that is not emailed by the BBKA – unlike treasurers etc.
When you send out online renewals a drop down box allows you to chose which email to send. The choice of confirmation email is made by selecting the appropriate template from SETTINGS – CUSTOM FIELDS. There are two drop down boxes, one for “Email template to send to member after…
The most likely cause for this is that you have used the wrong data source when creating the email.