C Systems Newsletter

You've Got Mail!

October 8, 2018
Ahhh, the nineties when the internet was young and emails were only used as foreplay between Tom Hanks and Meg Ryan. Times have changed and email has changed with it. In our first ever themed newsletter, C Systems Global is happy to provide you with oodles of ways to use email to make an impact with your users/members (and executives)!

Connect for MailChimp

C Systems Global is proud to offer Connect for MailChimp – a real time integration between iMIS and MailChimp. Responding to an increasing need in the community for a budget-friendly, bulk email service, we’ve created the connection to iMIS. Using tools built and accessed in your iMIS staff website, you will be able to create lists with our included out of the box IQA’s or easily create your own IQAs to automatically populate your MailChimp mailing lists. After your mailing, track your response rates with the included dashboards. Mailing demographic data is automatically updated and available to you.

Interested in saving money, easy access to your iMIS data, and a true integration with MailChimp? Check out our webinar then contact us today for a demo!

Connect for MailChimp

Based on our popular Connect bridge for aventri, C Systems’ Connect for MailChimp meets an increasing need for our clients and the iMIS community looking for a low cost alternative to manage and administer bulk emails.
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Send It and They Will Pay

Custom SSRS reports can be created for many different purposes, including formatted and detailed dues invoices. But what if you don’t have the time or resources to create a custom report, or your organization is cloud hosted, and committed to using out-of-the-box RiSE tools? That doesn’t mean you have to settle for unbranded communications that are limited to summary information.

Here’s how to configure a communication template to create a dues invoice in three basic steps:

  1. Create an IQA query to pull everyone who owes dues.
    1. The most important field to be returned is the ID.
    2. Also include any billing items that apply to the overall ID, such as the sum of the subscription balance field for overall total by ID.
    3. Contact fields are useful for testing, but not necessary in the output of this query.
    4. Do not include any parameter (prompt) filters.
  2. Create a second query for the detail of the billing.
    1. This query should include the iMIS ID as a parameter.
    2. The display fields should include all billing detail fields that you might want to include in the email, such as product code and description.
  3. Create a communication template.
    1. Choose recipients: navigate to and select the first query
    2. Additional data sources: select the second query
    3. Add fields to the template using the ‘Insert field’ dropdown
    4. Use {foreach} to wrap around repeating detail (subscription line) items, and include non-repeating items outside the {foreach}{/foreach} tags.
    5. Apply your organization’s branding using html formatting, the WYSIWYG editor, and format strings where needed.


In the example above, Recipient is the alias for the datasource that uses the first query, and DuesItems is the alias of the additional datasource based on the second query. Here’s what the output looks like when previewed:


Shared by Judy Zatz, Senior Applications Consultant

Send It and They Will Pay

Custom SSRS reports can be created for many different purposes, including formatted and detailed dues invoices. But what if you don’t have the time or resources to create a custom report, or your organization is cloud hosted?
Read More...Read More...

Send. Resend. Then Send Another

Using the “Issue Event Confirmations” option from the Event navigation in the staff site allows you to generate both email and print confirmation letters to registrants utilizing communication templates.

You can also take advantage of these features:

  • Send a custom email for a specific event.

  • Resend the email to attendees. For example, you might want to:

    • Email all registrants to let them know the event venue changed

    • Email speakers to remind them of the deadline for submitting their presentation

  • Generate a PDF for registrants without an email address on file

  • Flag registrations as ‘confirmation sent’ to avoid sending duplicates

There are two confirmation templates that come with iMIS but by cloning them you can create as many customized, branded versions as you need.

To start, go to Events in the left navigation and choose Issue Event Confirmations. Initially, the page is just pulling in all registrations that have not been sent a confirmation (via this page). You may see a message about the number of emails that can be sent at once but once you add in your criteria, this message will disappear unless you really are sending more than 500 emails, in which case filtering the results is recommended. (And cheers for a great event!)


Select the confirmation template you want to use from the dropdown. If you have created custom email event confirmation templates, you will see them listed here.  

Choosing Print instead of Email will create a PDF file that can be printed.

The next step is to filter the registrations you want to include with the communication template.  Here are the fields available to use:

 

Select a query allows you to choose registrants based on whether or not they have an email address on file. You can use this filter along with the send option above, to generate a print version for those without email and an email version for those with email, all using the same template. 

You can also filter by event title (for example, to send an email for all events that start with “Webinar”), event code, first and last name of registrant, event dates, and whether or not a confirmation has already been sent.

By default, Confirmation sent defaults to ‘No.’ Change it to ‘Yes’ to resend a confirmation, or to ‘Any’ to generate a new letter to registrants in addition to the initial confirmation.
Clicking on the ‘Find’ button generates a list of registrants to be sent the confirmation. Scroll down to the bottom of the list and click on ‘Issue Confirmations’ to generate the emails or PDFs.

As with all communications generated from templates in iMIS, the communication is logged in the contact’s profile and can also be found under Marketing>Communication Logs.
 

 

Shared by Nadine Wychreschuk, Senior Application Consultant

Send. Resend. Then Send Another

Using the "Issue Event Confirmations" option from the Event navigation in the staff site allows you to generate both email and print confirmation letters to event registrants utilizing iMIS’s Communication Templates.
Read More...Read More...

Make It Pretty! 

RiSE offers several methods to send communications - all using the advanced email utilities (formerly Communication Suite). Creating custom communication templates provides your users with a greater brand presence for all emails and notifications from RiSE and one of the easiest ways to apply branding to your emails from the RiSE platform is to use communication templates - available in the staff site under Marketing > Communication templates, and expand the Templates folder ($/Common/Communications/Templates). 
 
In the Samples folder you can find the standard communication templates ASI has provided. In this article we’ll focus on the Order Confirmation and Default templates. Out of the box, these samples are branded with ASI's logo, social media and colors, but they can be used as a starting point for your own email templates. To get started, simply select these two, Organize > Copy, go up a level to Templates, Organize > Paste.
At this point, we have a copy of these templates for our RiSE environment. Edits to these can be made to rebrand the communications from RiSE. Open up the template and you'll see that it is branded with ASI logos and information. 
 
Note there is a WYSIWYG editor. With the editor logos can be swapped out, body text updated, and the links to the various social media platforms and footer text removed or updated. 
 
For the body text in the order confirmation, the {orderdetailsblock} will output the details of the order, the items, pricing payment info, etc. Although the {orderdetailsblock} of code is configurable elsewhere, it cannot be changed using the regular editor. The rest of the text however can be adjusted to meet your needs. You also have access to partyData (that is, information about the person to which you are sending the email) using the "Insert field" in the WYSIWYG editor:
 
Note: changing the tabled format of the email template and making too drastic a change can cause issues when submitting an order in RiSE. This is a known issue and is currently being worked on by ASI. For the time being, sticking to the format already in place and only making the changes listed above will ensure the emails are sent. And as always, be sure to make a copy of the template before you save any changes.
 
When you create a new order confirmation template, you need to also update the default order confirmation template settings so RiSE knows to use the new template. This is set in the staff site: Settings > Commerce > General under "Communication Template to use for Order Confirmations".

Note: when you save the order confirmation, it will add an underscore between the words order and confirmation. If you just delete the 'samples' in the path, that could cause an error.

Shared by The Wolfpack




Make It Pretty!

You’re sending an email using RiSE and want it to stand out from the crowd (and not include ASI’s logo). What’s a Marketing Coordinator to do? Add your own branding!
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Did you know? Use IQA to Populate Informz Target Groups

Make a list and send it once. Informz emails can be sent using an IQA built in iMIS? It’s true and here’s how!

  1. Contact your Informz representative to add the webservice and verify Informz is reading from the Informz folder.
  2. Only queries in this Informz folder (under IQA) are visible to Informz as a Target Group.
  3. Create a new IQA or use any existing one. Make sure it is saved (or moved) to the Informz IQA folder.
  4. Your IQAs should only return the ID field – no other columns or details. ID should be in all caps and may need to be an alias in the IQA to accomplish this. (Personalization is accomplished by the current features in Informz.)
Once the IQA is created you can log into your Informz admin account and use the IQA as your Informz target group. Here’s an example showing how to send dues notices (with detail).

  1. Create a User defined table in iMIS for Dues items including Product Code, Description, Bill Date, Bill Amount, Payment and Balance. This table will be used by Informz for the personalization detail in your mailing. (You can add other fields also!)
  2. Using SQL create a stored procedure to populate that table from data in the subscription table.
  3. Create an IQA of members with a balance due. Include the subscription table for the up-to-date user billing information.
  4. Hop over to Informz and create your Informz mailing using your new IQA and pointing Informz to the dues detail from the User Defined table you created.
  5. Send your mailing to those people who haven’t paid their dues.
Hint: If you schedule the refresh of the SQL update to the user defined table AND schedule the Informz mailing - the process becomes completely automated – no humans involved! As always, we’re here to help if you have any questions!

Shared by Steve Wooton, Senior Application Consultant

Did you know? - Use IQA to Populate Informz Target Groups

Did you know? Informz emails can be sent using an IQA built in iMIS? It’s true and here’s how!
Read More...Read More...

Did you know? Process Automation has scheduling limitations.

In Process Automation, you cannot schedule an email task to run every x minutes or every x hours based on the options available when setting up an email task.  You can, however, add specific times in the task for it to run.

The screenshot above shows where you can add triggers to a task to indicate the specific times you want it to run.  But remember, you must have a procedure/process in place to exclude any emails sent during the previous run.  If you need assistance with this, we are here to help
 

Shared by Roger Abram, Senior Technical Consultant



Did you know? - Process Automation has Scheduling Limitations

Did you know? In Process Automation, you can’t schedule an email task to run every 10 minutes.
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It's Showtime!

We love to see you in person - up close and personal. Come see us at one of the following:

October 8-10, 2018 
2018 NiUG Discovery Conference - Arlington, VA

October 17, 2018
Michigan iMIS User Group

October 24-26, 2018
CASE Annual Conference - Ottawa, Canada

October 31, 2018
Digital Excellence (UK) - Park Plaza London

December 4-5, 2018
ASAE Technology Conference & Expo - National Harbour, MD

 

We learned to share in Kindergarten - here’s what we’re sharing with you:

November 6, 2018 at 1 PM ET 
How to Collect, Manage, and Share Conference Content Using an Event Management Platform - presented by Cadmium CD

It's Showtime!

We love to see you in person - up close and personal. Come see us at one of these events.
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