Working with promotional emails

1. Go to Administration > Population Settings > Configuration.

2. In the Customer Field Settings section, locate the Promotional Mail row in the Fields column.

3. Select the checkbox in the Show During Account Creation column.

4. Select the checkbox in the Show During Online Account Creation column.

5. Submit.

 

1. Go to Administration > Population > Configuration.

2. In the Default Settings and Default Settings for New Customer sections, clear the Agree to receive Promotional Email checkbox.

3. Submit.

 

Note: If you are saving the custom text as a report definition, you can add the custom text to each type of communication in one saved default report. Please be aware that you will need to choose the correct send button at the time of sending the communication.

1. Go to Communication > Email/Form Letter > Create Email/Form Letter/Text Message.

2. For email communications, in the Email Content section, enter your custom text in the Body Text box.

3. For text message communications, in the Text Message Content section, enter your custom text in the Message box.

For example: "This email has been sent by organization on behalf of another organization/committee."

4. To save this custom text in the Body Text box for all future communications, go to the Save Report Definition section.

5. Add a Report Title.

For example: "Custom Text".

6. Select Set as Default for Me? and Set as Default for Other Users?

7. Select all Available users who send marketing and promotional communications and move them to the Selected column.

8. Save.

This process saves the selected report definitions for all users as a default so that when they select the communication tool to send email, the Body Text box will be automatically pre-filled with the custom text.

 

1. Go to Administration > System Settings > Configuration – Online.

2. In the General section, change the text in the Unsubscription Link Click Through Text box.

3. Save.