How to send a broadcast using Volunteer Connection

Transcription

1 How to send a broadcast using Volunteer Connection What is Volunteer Connection? This service allows club and group volunteers to send broadcast s to alumnae in their area. Club leaders only can have access to this service. Send an to alumclub@smith.edu to have your permission set up. You can log in Volunteer Connection using the same username and password that you use to log in the Smith alumnae online directory. If you do NOT have a username and password to the Smith alumnae online directory, follow these instructions: Register If you already are a community user, which means that you have already used the Alumnae Directory, you can skip this first step, and go directly to Send a Broadcast section. Go to the Alumnae Directory box, pictured below, which is in the upper left of the AASC website If you have never logged on to the Alumnae Directory before, you will need to click on log in and follow the instructions to register. Revised Nov

2 Once you are registered, you will be ready to log in Volunteer Connection and send a broadcast . Log in Volunteer Connection On the AASC home page click on Volunteer. In the pulldown menu click on Volunteer Connection. Revised Nov

3 There will be a log in box now. This is the Harris Connect page; the AASC site is no longer visible: Log in with the same User ID and Password that you use to log in the Alumnae Directory. How to Send a Broadcast There are four steps to follow to send a broadcast 1. Create/Manage Recipient List 2. Create/Manage Content 3. Address/Assemble an 4. Send/Schedule an 1. Create/Manage Recipient List * THE LIST QUERY WILL BE SAVED FOR YOU FOR FUTURE USE, AND THE LIST WILL AUTOMATICALLY BE UPDATED EACH TIME YOU SELECT IT WHEN SENDING A BROADCAST . Revised Nov

4 On the top menu, under Marketing click on Create/Manage Recipient List. and you will see: Click on the yellow bar Create a Recipient List and you will see: Revised Nov

5 Name your list in the List Name space. Do NOT check the test list box. CLUB volunteers: To look for your club, click on the plus sign next to Misc In the fifth line down, next to Club Designation, keep the equal sign (=) and use the drop-down menu next to it to choose the area for your club Revised Nov

6 CLASS volunteers: If sending a broadcast to your class, click on Degree and enter the class year. Scroll down and click on Save List Revised Nov

7 This should take you to the Create & Manage Lists section. You now see all the lists that you have created, and they are saved for future use. 2. Create/ Manage Content Click on the Create & Manage Content tab. This page shows all the s contents that have been created by all users: Revised Nov

8 Click on the yellow bar Create Content and you will see: Fill in Name this Content. Then type your content in the box. IMPORTANT: Your message must be above the top gray line. Either delete the line or begin typing above it. Your text must be above the sentence: This message is being sent to you because of your affiliation When you have completed your message click on the last bar, Copy HTML to Text Version Revised Nov

9 If you click on Preview HTML to see the content and to make sure that the formatting is fine. Click on Text Version and Preview Text to see the content of the Text version. You might need to edit this text. Then click on Save Content and Exit at the bottom of the page. Revised Nov

10 You are back to the Create and Manage Content page, and you will see the you just created in the list: 3. Address/Assemble Click on the Address & Assemble tab and you will see: Revised Nov

11 Click on the yellow bar that says Address & Assemble New and you will see: Fill out boxes: Name From : using the drop down list, select your club name or class. From address Reply-to Fill out the box To with the name of the Club you are sending the to. Eg: Hamphire County Club BCC addresses: Enter addresses of your AASC staff liaison and other alumnae who are not included in the list of recipients, separated by a comma. Subject: Enter the subject of your message. In the Recipient List and content section go to the Select Recipient List drop-down menu and select your recipient list, which will be what you named your club list. Revised Nov

12 Then go to the Select Content drop-down menu. You will find your there, listed as what you entered for Name. In Select Type of to Send make sure HTML and Text are selected. Revised Nov

13 In the Campaigns & Categories section, skip Available Campaigns and go to Available Categories. Select Clubs or Classes, then click Select. Click on Save This Send/Schedule an You will now be back to the Address & Assemble main page. Click on the Send & Schedule tab. You will see a calendar of the current month. Revised Nov

14 Click on the yellow bar Send a Broadcast Right Now and a small box will appear: Revised Nov

15 Find your in the list, click on its name to highlight it, and, on the right-hand side, click on Schedule this now. A calendar of s to be sent will appear: Find your . Click on Approve Your will be sent. A job status report will be sent to you, to confirm that you ve sent out the . This report includes the number of recipients, bad , etc. The SENT OK number will tell you how many alumnae on your list DID receive the . Questions? Don t hesitate to contact Annie Croteau at acroteau@smith.edu. Revised Nov