For more information on working with email messages, please see sections Creating a New Message, All Messages, and Creating Messages Using The Template Editor
This allows you to easily target an email to all your members that have a Member Status of Active in your Accounting System
Automated message rules are a set of criteria used for sending email on an on-going, or case-by-case basis. With automated message rules, you gain the both power and flexibility over your email campaigns by applying a defined set of criteria that let you automatically send out your messages. With automated message rules, you can set up criteria to deliver emails to your contacts when it makes the most sense. There are four different types of automated messages; Activity-Based, Date-Based, Schedule Recurring, and API Triggered.
Click to view the parent help topic for more information: Understanding Automated Message Rules
The Contacts Dashboard provides a high level look at all of your contacts and is the starting point for beginning contact management.
The Reporting Dashboard allows you to quickly get an overview of the activity going on in your account. You can also access more detailed reports from the Reporting Dashboard should you need more specific information.
The Home Dashboard is the first page you will see when you open the application. The Home Dashboard is packed full of useful information that gives you a snapshot of the activity going on in your account. This page will walk you through all of the graphs, metrics, and sections contained on the Home Dashboard, and also describe the basic navigation tools native to every page in the application.
Hosting allows you to easily store files online within your account. For example, you might want to store .pdf files or image files that you will include in your messages. You can organize and edit your hosted files using the File Manager and Image Manager. Both the File Manager and Image Manager are described below.
The Messages Dashboard provides you with valuable information regarding your messages and deliveries. Below you will find explanations of the different types of information displayed on the Messages Dashboard.
Allows you to set up a rule that will check your member's birthdate and send them a greeting automatically based on the criteria that is set up.