2 Agenda for March 12, 2013 AAUG Community Site Updates Webinar MaterialsLatest Discussion Threads6.5.3 Release Highlights (Second Look at Some V7 Components)Online ExpoCopy Alternate ContactStandard Secret QuestionsAddress Confirmation and ValidationDeveloping a Distribution List Using BOXI DemonstrationDeveloping a Distribution List (to be published to the AAUG Community Site)
3 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 materialsThe ACGI open enrollment training schedule has beenposted on the AAUG Community Site and ACGI’s website. 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.
4 V6.5.3 Release Highlights – Online Expo Designed for Exhibitors to register, confirm their company information, select booths and premiums, and submit payment onlinePromotes self-service and reduces the amount of administrative overhead previously required by organizations to support booth managementProvides greater opportunity for revenue generation in your organization
5 V6.5.3 Release Highlights – Copy Alternate Contact Allows each SSA customer to specify an address to be copied on AA correspondenceProvides the option to copy correspondence at the category and global levelIntegrates with both SSA and AA back office user E-contact preferencesMaintains opt-out functionality even if alternate contact initiates the preference
6 V6.5.3 Release Highlights – Standard Secret questions Designed to provide a more standard approach to increased security measuresAssists with password retrieval / reset
7 V6.5.3 Release Highlights – Email Confirmation Implemented with New Customer creationValidates address against a defined regular expression (e.g., includesDesigned to improve data quality (i.e., minimize invalid entry of s)Customizable via an AA system parameter - CENSSA_ENABLE_ _CONFIRM_FIELDIncludes inline validation to improve user experience
8 Distribution Lists – Creating with BOXI Distribution lists are used to define the target audience of your .Distribution lists have two formats:Static – same set of recipientsDynamic – recipients may change based on when is sent (i.e. current members may change)
9 5 Steps to create a new distribution list Create report in BOXI that defines your target groupAdd ‘Build Staging List’ field to result objectsDefine the name and other parametersMake the list permanent within Association AnywhereDefine the security parameters (who can use the list and when)LIST IS READY!
10 Walkthrough – Step 1 and 2 – Add email object Step 1 - Create a report in BOXIStep 2 - Add ‘Build Staging List’ field to result objectsLocated within the class/folderThe address is NOT needed as part of the report. The appropriate will automatically be selected by the ECM module.
11 Walkthrough – Step 3 Define email parameters Define the name and other parametersBecause 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.
12 Walkthrough – Step 4 Make the list permanent Your results will show a hyperlink, lets adjust that:right click on the ‘Build Staging List’ column and edit the format to read the cell contents as a Hyperlink
13 Walkthrough – Step 4 continued Your list will now have an ID number.Click the ‘Make List Permanent’ linkThis will take you to the admin screen in Association Anywhere.
14 Walkthrough – Step 5 Define security parameters In Association Anywhere, the ECM module will now ask for security settings.Start/End date for the listIdentify the users by name, role or Public
15 Walkthrough – Step 5 continued Within the define privileges link, identify the users by name, role or PublicList is now ready to use!
16 List is created and ready for use You will now see the list as a static list in Association Anywhere
17 same boxi report for another distribution? What if you want to use the same report again?Issue: BOXI continues to use the same list IDSolution: Make BOXI think it is a new reportSave your report, if you had not already done so.Remove the ‘Build Staging 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 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
18 Create a dynamic list from boxi? This is more advanced, but actually, quite simple.Specific rules: Only select the customer ID as the result objectOn the edit query tab, there is a SQL button. Select this and copy the SQL.
19 Create a dynamic list from boxi (continued)? Within Admin>Mktg/Comm>E- Communications>Distribution ListsCreate New ListsPaste the SQL into the SQL Text area.NOTE: sometimes a blank line appears, take this out
20 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.
21 Distribution Lists – Creating One Using BOXI OnDemand Segment within the AAUG Community Site Webinars Discussion