Sending Email and Fax Messages To Your Users from the Contact Center

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37 comments

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    Erik De Schutter

    I do not see the "Save this message" button as shown on the last image.  How do I save messages for later re-use?

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    John Newbauer

    I'd like to know the same thing, how do I save messages for re-use?

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    John Newbauer

    How do you make email attractive.  I get the idea of using the attributes but I'd like to add some pictures and maybe even some color in the background? or formatting like you can do in Constant Contact.

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    Gregory Foreman

    Hi Erik and John - the "save this message" button will appear in the top-right corner of the screen after you create the message and click the continue button.  There's more detail about this in #6 above.

    The Contact Center email editor is just like the editor used for articles and allows you to insert images, links, tables, etc.  You can use any or all of the features available to make your emails more attractive.

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    Gay Canough

    Greg, Is there a way to send the same email to several groups from our lists? I created an e-list, but not sure how to send from that in the Contact Center.

    --- Gay Canough, NYSEIA

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    Tom Scott

    I just lost an hours worth of work from your crappy editor.  I had it in full screen mode and I was working inside a table, which I use to limit the width of all my emails to standard width.  When I inserted a hyperlink the table moved half way off to the right of the screen and the tool bar the majority of the toolbar moved off to the left of the screen.  I cold not access the toggle to the standard edit window.  This has happened before.\

    I am ready to move Wild Apricot, no matter what it costs because I waste so much time trying to get emails out to me members and emails the primary benefit they have.

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    Duncan McCreery

    Tom, I looked through your email it it looks like a lot of content has been pasted from MS Word which explains why the editor is behaving unpredictably.  I'll have a member of the team reach out to you so we can work on a better process for creating emails in the Contact Center.  Please expect to hear from someone shortly.

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    Vickie Salvo

    Forgive me for being a newbie, but shouldn't the first step be finding the Contact Center - guess i'll have to keep looking  ;-)

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    Vickie Salvo

    OH, i think i found it :-)   Thanks for your help none-the-less :-)

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    Michele Hood

    Please help me! I have gone through all the steps and sent a message to a dummy profile that I set up. I even get a status of OK that the email was successful...and nothing...im not getting the email message to the valid email account (my personal account) and when I go back to the profile to see View Message History, again...nothing...

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    Michele Hood

    Duh...i guess I would have to hit send!

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    Kristin Andris

    All font families other than "address" are double spaced.  Is there any way to get single spaced lines while using the paragraph style or even one of the heading syles?  Also, is there any newsletter template available with all the formatting ready to go?

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    Kinsey Mahan

    Hi Kristin - you can achieve a single space by holding down the Shift key while you press Enter. I will send a message to you shortly about getting a newsletter template set up.

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    Sharon Lutz

    I prepared a message and scheduled a future time to send it.  But now I need to cancel or change the message.  How do I get to it?

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    Gregory Foreman

    Sharon - You can cancel the message by going to Reports > Message Report, and then clicking the "cancel" link.  You can narrow the message report down by message type to make it easier - in this case select "contact center" from the menu towards the top-left corner.  There is not currently a way to edit messages that are already scheduled... you'll need to cancel and setup a new message.

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    Sharon Lutz

    Thank you. However, I don't see the scheduled message here. I had scheduled a message to go out to over 1400 members for tomorrow and I don't want it to go. I'm concerned that it's going to go out even though I can't find it anywhere.

    Sharon

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    Kinsey Mahan

    Sharon - I'm having the Engineering Team look into this one and will follow up with you personally as soon as I know more.

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    Carrie Tate

    Gregory:

    Is MemberClicks planning to update the Contact Center so that we will have the ability to edit a message that's already scheduled to go out? Unfortunately, we will have to use an external service (like Constant Contact, for example) for most of our member emails until this functionality is available. This seems fairly basic and I imagine is something all MemberClicks clients need and would certainly use. I'm surprised it's not already an option and am curious whether or not it's in the works for the near future.

    Thank you,

    Carrie

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    Katherine Capozzi

    How do I send one message to multiple people that don't necessarily share any commonality? For example, there is an event registration email that I would like to send to about ten random members for them to test out. Can I perform a search that "builds" on top of the other? i.e. Search for john doe, jane doe, mike jones, and suzie smith and send them the message saved in the contact center? If I do have to save the search (which, is not ideal) how do you even conduct a search based off no shared attributes. 

    Also, is there a short cut to the contact center? 

     

    Thanks!

    Kati

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    Kinsey Mahan

    Hi Katherine - Right now, it isn't possible to build searches on top of one another, however, I do have two suggestions:

    1) If you'll be contacting this same random group regularly for testing, etc. I would suggest populating their profile with an attribute that will allow you to search for them routinely. For example, a selection set attribute called "Testing" with "Yes/No" options would work, and you could populate the 10 random people you want to search by with a "Yes" via data import. 

    2) If this is truly a random group that you'll only contact as a one-off, I would try to find something that they have in common to narrow the search to start with. Then, once you have that result (it will probably be a large number of profiles), flip through the pages using the letters at the top of the page, tagging the 10 people you want - which will save from page to page - until you have them all.

    Finally, because the contact center requires that you perform a search to email those members, there isn't a way to directly access it. You might consider adding a Saved Messages icon to your admin home screen, which will allow you to edit/view saved messages easily without having to access the contact center.

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    Anne McKillips

    the save button is not on the screen as shown in #6 - there is no way to save a message. 

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    Anne McKillips

    and how if you scroll to the right to proof your message there is no way to go back to the left to hit the send message.  There is no "return to contact center" or save as shown in the picture in item 6

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    Kinsey Mahan

    Anne - This sounds like something that could be related to your browser, and the Help Team would be the best team to troubleshoot. Please send an email to help@memberclicks.com with information on what browser (Internet Explorer, Firefox, Chrome) you're using, any screenshots you can take, and what type of operating system you have (PC or Mac) and they'll be happy to dig in further!

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    Jessa Allen

    Is there a way to create "template" fonts for a newsletter? For example, different font/size/color for article title, article text, table of contents. Ideally, the various options would show up in the font drop-down menu. 

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    Kinsey Mahan

    Hi Jessa - We have newsletter templates available here that you can use to send messages through our contact center. That article also includes best practices (like changing fonts) and a helpful video linked at the top of the page that walks you through the changes. Hope that helps!

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    Whitney Kneisley

    Is there a way to reset the auto fill for the Reply Name and the Reply email address?  It continues to use my personal information and not my company's, so I have to change it every time I send out an email.  I changed my ASA profile, using my company information, and this didn't work.  Please advise.

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    Chris Byess

    Hi Whitney,

    To change this information, log onto the admin home page as an ASA, view your ASAs, click on your profile, and then edit your profile. At this point, you will be given two sections of information, the first of which says 'Authorized Contact Information,' and the second that says 'Profile Information.' The information under 'Profile Information' is what will be pulled into the contact center reply fields. You can edit your contact name an email in this section to display the desired information, and that will then begin to populate within the reply fields. This should solve your problem!

     

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    Michele Hood

    I have a couple of members who have made it known they would like to receive messages via fax rather than email since they do not regularly use computers. I usually will send out a message to all active profiles. How do I go about setting their preference for faxes and have it fax the message to them rather than emailing it to them? Could it be sent to them by both fax and email at the same time? Or would I have to send twice to them, once via fax and once via email? I can't seem to locate instructions.

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    Chris Byess

    Hi Michele,

    To edit their preferences, you would first view their profile, and then click the 'Edit Contact Preferences' tab. Under the section 'Contact Center,' select  Fax to be their preference. Then, when you go to send a message, it will ask how you would like to send that message, at which point you could choose 'Preferred Method.' It will then be faxed to them based upon their preferred setting. As for sending to both, when you go to send a message, it will ask if you want to send it by email, fax, or preferred method. As you can only choose one, it will only send to one type.

    If you have further questions, just let us know at help@memberclicks.com!

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    Michele Hood

    Thanks Chris, when I click on the Edit Contact Preferences tax, I have email and no preference as my selections. I do not have fax as an option. How do I get that?

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