Date post: | 28-Mar-2015 |
Category: |
Documents |
Upload: | maximus-wilsey |
View: | 219 times |
Download: | 3 times |
AAUG MeetingAAUG Meeting
© ACGI Software. All Rights Reserved.
March Agenda
© ACGI Software. All Rights Reserved. v.06
AGENDA FOR MARCH 12, 2013
AAUG Community Site Updates Webinar Materials Latest Discussion Threads
6.5.3 Release Highlights (Second Look at Some V7 Components) Online Expo Copy Alternate Contact Standard Secret Questions Email Address Confirmation and Validation
Developing a Distribution List Using BOXI Demonstration Developing a Distribution List (to be published to the AAUG Community Site)
© ACGI Software. All Rights Reserved. v.06
AAUG COMMUNITY SITE UPDATES
Webinar Materials have been posted on the Webinars. This includes the December (Navigating the AAUG Site), January (Advanced ECM) and February (ASSET) recorded materials
The ACGI open enrollment training schedule has beenposted on the AAUG Community Site and ACGI’s web
site. Please contact ACGI if you have any questions.
INFORMS is looking for input regarding student status verification and your experience with new student membership applications.
© ACGI Software. All Rights Reserved. v.06
V6.5.3 RELEASE HIGHLIGHTS – ONLINE EXPO Designed for Exhibitors to
register, confirm their company information, select booths and premiums, and submit payment online
Promotes self-service and reduces the amount of administrative overhead previously required by organizations to support booth management
Provides greater opportunity for revenue generation in your organization
© ACGI Software. All Rights Reserved. v.06
V6.5.3 RELEASE HIGHLIGHTS – COPY ALTERNATE CONTACT
Allows each SSA customer to specify an email address to be copied on AA correspondence
Provides the option to copy correspondence at the category and global level
Integrates with both SSA and AA back office user E-contact preferences
Maintains opt-out functionality even if alternate contact initiates the preference
© ACGI Software. All Rights Reserved. v.06
V6.5.3 RELEASE HIGHLIGHTS – STANDARD SECRET QUESTIONS
Designed to provide a more standard approach to increased security measures Assists with password retrieval / reset
© ACGI Software. All Rights Reserved. v.06
V6.5.3 RELEASE HIGHLIGHTS – EMAIL CONFIRMATION Implemented with New Customer creation Validates email address against a defined
regular expression (e.g., includes “@”) Designed to improve data quality (i.e.,
minimize invalid entry of emails) Customizable via an AA system parameter -
CENSSA_ENABLE_EMAIL_CONFIRM_FIELD Includes inline validation to improve user
experience
© ACGI Software. All Rights Reserved. v.06
DISTRIBUTION LISTS – CREATING WITH BOXI
Distribution lists are used to define the target audience of your email.
Distribution lists have two formats: Static – same set of recipients Dynamic – recipients may change based on when email is sent (i.e. current members
may change)
© ACGI Software. All Rights Reserved. v.06
5 STEPS TO CREATE A NEW DISTRIBUTION LIST
1. Create report in BOXI that defines your target group2. Add ‘Build Staging Email List’ field to result objects3. Define the email name and other parameters4. Make the list permanent within Association Anywhere5. Define the security parameters (who can use the list and when) LIST IS READY!
© ACGI Software. All Rights Reserved. v.06
WALKTHROUGH – STEP 1 AND 2 – ADD EMAIL OBJECT Step 1 - Create a report in BOXI Step 2 - Add ‘Build Staging Email List’ field to result objects
Located within the Email class/folder The email address is NOT needed as part of the report. The appropriate email will
automatically be selected by the ECM module.
© ACGI Software. All Rights Reserved. v.06
WALKTHROUGH – STEP 3 DEFINE EMAIL PARAMETERS Define the email name and other parameters
Because BOXI and Association Anywhere integration, you will be prompted for essential information prior to creating the list.
Category/Subcategory are used to filter on the customer communication preferences, so you do not need to add these to your BOXI report.
© ACGI Software. All Rights Reserved. v.06
WALKTHROUGH – STEP 4 MAKE THE LIST PERMANENT Your results will show a hyperlink, lets adjust that:
right click on the ‘Build Staging Email List’ column and edit the format to read the cell contents as a Hyperlink
© ACGI Software. All Rights Reserved. v.06
WALKTHROUGH – STEP 4 CONTINUED
Your list will now have an ID number. Click the ‘Make List Permanent’ link This will take you to the admin screen in Association Anywhere.
© ACGI Software. All Rights Reserved. v.06
WALKTHROUGH – STEP 5 DEFINE SECURITY PARAMETERS
In Association Anywhere, the ECM module will now ask for security settings. Start/End date for the list Identify the users by name, role or Public
© ACGI Software. All Rights Reserved. v.06
WALKTHROUGH – STEP 5 CONTINUED
Within the define privileges link, identify the users by name, role or Public
List is now ready to use!
© ACGI Software. All Rights Reserved. v.06
LIST IS CREATED AND READY FOR USE
You will now see the list as a static list in Association Anywhere
© ACGI Software. All Rights Reserved. v.06
SAME BOXI REPORT FOR ANOTHER DISTRIBUTION? What if you want to use the same report again? Issue: BOXI continues to use the same list ID Solution: Make BOXI think it is a new report
Save your report, if you had not already done so. Remove the ‘Build Staging Email List’ from the EDIT QUERY area and re-run the
report. (basically getting you back to STEP 1 – Creating your report) Repeat STEP 2 - Add ‘Build Staging Email List’ back and a new id number will be
created. Continue with Steps 3-5 to create the new mailing list.
Note: combined queries do not work for static lists
© ACGI Software. All Rights Reserved. v.06
CREATE A DYNAMIC LIST FROM BOXI? This is more advanced, but actually, quite simple. Specific rules: Only select the customer ID as the result object On the edit query tab, there is a SQL button. Select this and copy the SQL.
© ACGI Software. All Rights Reserved. v.06
CREATE A DYNAMIC LIST FROM BOXI (CONTINUED)? Within Admin>Mktg/Comm>E-
Communications>Distribution Lists Create New Lists Paste the SQL into the SQL Text area. NOTE: sometimes a blank line appears,
take this out
© ACGI Software. All Rights Reserved. v.06
CREATE A DYNAMIC LIST FROM BOXI (CONTINUED)? After saving, set your privileges for the
list. You may then ‘TEST’ your list . Remember, only need the customer id
selected in the query.
© ACGI Software. All Rights Reserved. v.06
DISTRIBUTION LISTS – CREATING ONE USING BOXI
OnDemand Segment within the AAUG Community Site Webinars Discussion