Insert an Image Select/Highlight the image placeholder . Click the Image icon in the toolbar. Under Upload tab, click Choose File and open the image of interest. Click Send it to the Server. Navigate back to the Image…
COTA Connects
Document the design in KB 1 x smart group that aggregates * Registrants via the public website * Board Member * blah Show Gemma how to clear the Get Connected registrations One article in the Mailouts sections called COTA Connects
Doing mailouts via snail mail
First read the documentation on Tags and Groups. Snail mail is sent by creating mailing labels and affixing them to envelopes that contain the material that you wish to send. The procedure is: Find a set of Contacts via any…
Tags, Groups and Relationships
The following are already defined in CiviCRM for your use: A hierarchic set of Tags is already at your disposal. A hierarchic set of Groups is also at your disposal. A large set of relationships are also at your disposal.…
Tracking engagement with my mailout
There are some metrics that show how recipients are engaging with your mailout: Unique Opens – the number of recipients who have opened your email whether each has opened it just once or hundreds of times. Click Thrus – the…
Doing mailouts via email
First read the documentation on Tags and Groups. The documentation on this topic is quite comprehensive in the CiviMail documentation, and you may be well served to read that first. Fundamentally, there are three ways to drive mailing (from huge mailouts down…
Re-sending an email from an allocated activity (Need 2 Know)
In order to re-send an activity to the same person/speaker, for example a talk which has been allocated to a particular speaker, follow the steps: edit the activity. de-allocate the activity (remember to whom it was allocated). re-allocate the activity…
Emailing all current volunteers
All current volunteers are in a Smart Group called Volunteers (current). To email all current volunteers: Select Search > Find Contacts. In the “in:” clause, choose Volunteers (current). Select Search. Select the All <n> records radio button (to select all of the…
Emailing all volunteers in a CiviVolunteer project
1. Set up the search Select Search > Search Builder. Enter the following four conditions by choosing each item (separated by the semicolons below) one after the other, left to right. After each condition, you’ll have to click on >>Another Search…