How-to quick reference guide. University of Puget Sound, Office of Alumni and Parent Relations

Transcription

1 How-to quick reference guide University of Puget Sound, Office of Alumni and Parent Relations

2 Updating Regional Club Logger Pages 1. Follow this link: 2. Enter your user name: [your alumni club] 3. Enter your password: [your alumni club/committee password] 4. On the top tool bar navigation, select Site Management, then Site Content then click on Manage Chapter Pages. 5. Click your Chapter Page name (not the Edit link). Then select either home or events.

3 6. Once your page appears, click the Chapter Edit button. The editing tool bar looks very similar to MS Word. 7. Once you make your changes or add content, click the Save Changes button. Then, from the top tool bar, select Site Management, then Site Content, then Manage Chapter Pages. 8. Select your chapter page (click the page name, not the edit link). Then, click the button that says Publish All. You re all set! You re changes and content are now live online.

4 Using LOGGER[net] 1. Follow this link: 2. Enter your user name: [your alumni club/committee chapter] 3. Enter your password: [your alumni club/committee password ] 4. On the top navigation menu, hover over Marketing. 5. Click on the Create/Manage List button. 6. Then, click on Create a Recipient List. Name your recipient list (Seattle Alumni Date). Click on Advance Query, then select your list recipient criteria using the address tab. Click the plus sign. 7. Select Address on the second drop down tab. Then select City on the third drop down tab. Type in the city that you would like included on the list. Click Add.

5 8. When adding multiple cities, you need to make sure the last drop down menu in the row says or. 9. Follow step 7 and 8 to add as many cities as necessary for your list. You ll know that your list will be correctly gathering when the red text at the bottom of the page says Query OK. 10. Before you save your list, be sure to add a row that is for state to ensure that you re just pulling the city in your state (for example, there are multiple cities in the country called Oakland. If you re in California, you ll just want to pull the Oakland, California.) o o To add the state, select State instead of City and enter your state in the field. Ensure that the drop down between the last city on your list and the state says or. This ensures that you re gathering alumni that live in any of the cities that you ve selected AND the state that you live in. Click the Save List button at the bottom of the page.

6 Creating an 1. To create an , click on the Create and Manage Content tab. 2. Then, click the create content button.

7 3. Give your a name (i.e.: Agenda for Communications Committee Meeting). 4. The text that automatically appears on the screen is part of the template. It includes the university s address, how to be removed from receiving s, and why the recipient is receiving the (because of their affiliation with the University of Puget Sound Alumni Community.) Click the Preview HTML to view how your recipients will see the .

8 Writing your Begin typing your text between the two lines that are on the screen above Removal Instructions. 13. Once your content is okay (be sure to click the PREVIEW HTML button to view your how your recipients will see it). You must make sure that you have entered text on the text version tab of the . To quickly enter text on the text version copy and paste non-linked text from the HTML view of your . You can add links, but make them simple (for example, to direct people to LOGGER[net], type in To direct people to the alumni page on the Puget Sound website, type )

9 Addressing your 1. Click the Address & Assemble tab at the top of the page. Then click, Address and assemble a new Click the Edit link (far right of the table) associated with the you would like to send. 3. Type an Name (this is not necessarily the subject of your . ) 4. You ll need to enter an input in the TO field. Enter Seattle Alumni. This is what will appear in the to field when you open your .

10 5. Enter a subject (this is what the recipient will see in their inbox.) 6. Select the name of your from the drop down box in the content and recipient list section. 7. Select the recipient list from the drop down menu in the same section. 8. Scroll to the section of the page that says Available Categories. Click General News and click the Select button. Then select Regional Club events and click the select button. 9. Click the Save button at the bottom of the page. Sending your 1. Click the Send and Schedule tab. 2. On the calendar, click the date that you would like the to be sent. Then, click the time that you would like it to be sent *Note: all times are Eastern Standard Time.

11 3. Click the name of your in the pop-up box. 4. Click the Schedule this now button. 5. You will see your on the calendar to be sent. It will be pending approval. Once Alumni and Parent Relations Staff approve the , it will be sent out to your recipient list. ** Please notify Alumni and Parent Relations when you have an ready to be sent. ** That s it! After your is sent, you can revisit this page, and select the reports tab. This will enable you to see how many people opened your , what the click through rate was (how many people clicked on links from your ), and any s that bounced back.