help:admin:partner_communication_center
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help:admin:partner_communication_center [2009/05/05 13:33] 127.0.0.1 external edit |
help:admin:partner_communication_center [2009/07/08 16:50] (current) jay |
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| ====== Partner Communication Center ====== | ====== Partner Communication Center ====== | ||
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| + | ====Manage Contact List==== | ||
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| + | List creation - the filters at the top of the page allow you to create a preview of your filtered contact list. This list will become usable for for export and email blast purposes once you name and save it. | ||
| - | * manage my contact list: possibe problem: contact is no longer active so you will not see it, or the filter no longer has that option and in that case you will not see any contacts and should delete and create a new. | + | View list - to view a list, you would select it from the **Saved Lists** dropdown. The filters that were chosen originally will be applied and a preview of the current version of the list will be displayed. |
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| + | Please keep in mind - **when you save a list, you are really saving the search criteria for that list** - so when you access it later, you will be getting the most up to date version of the filter results. | ||
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| + | ====Send Email Blast==== | ||
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| + | The email blast is intended to send a quick email note out to a saved list. If you need to send an HTML email or manually edit the list (i.e. manually add/delete recipients) prior to sending, you should export your list and use it with an email client (Thunderbird, Outlook, for example) or an email list service ([[constant_contact_upload |Constant Contact]], for instance). | ||
| - | * Send Email Blast: you cannot see this option because you need the permission too? | + | ====Mini-FAQ==== |
| + | * **Can I embed graphics in my emails sent from the Communications Center?** The system doesn't explicitly support embedded graphics or other advanced email features. However, it can be used in concert with an existing email program for this need. Within ADMIN you would create a distribution list and use it with your email program to send an HTML email. | ||
| + | * **Why are there no contacts showing up for a saved list?** This is most likely due to a filter entry being changed or deleted. For example, if your saved list contained the Partner tag filter option of 'Gold', and that tag was changed to 'Premier', then your list would not return any entries. Should this case occur, you should create a new Contact list. | ||
| - | [[channeladmin_help]] | + | * **Why don't I see the send email blast option?** This is most likely because you do not have the permission "Send Email Blast". |
help/admin/partner_communication_center.1241530395.txt.gz · Last modified: 2009/05/15 15:45 (external edit)