Email Works! An ACEware Webinar. Today’s Agenda Functional/Administrative Email Email Receipts Course Level Correspondence Mass Email Mail Merge Emails.

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Presentation transcript:

Works! An ACEware Webinar

Today’s Agenda Functional/Administrative Receipts Course Level Correspondence Mass Mail Merge s ing Faculty Marketing Blasts Merged To HTML or Plain text General Rules & Etiquette

Stop a moment and think about Functional / Admin / Nuts & Bolts Marketing Data driven, targeting Builds relationships, loyalty & trust generates additional interest & sales

How do we know works? The Direct Marketing Association predicted a $43.52 ROI on every dollar spent on marketing. outperforms all other direct marketing – including print catalogs! In December 2008 MarketingSherpa surveyed marketers & found that ranked a close second to pay-per-click search ads, if using a house list A recent USAToday article reported that 82% of all US adults have (and use) their accounts at least once a week

Record the addresses of all participants to make effective for your organization. Check the accuracy of the address with every customer contact.

Spot to Student: …. Quick and Easy! Double-click an address in the name screen to send a quick, individual message. Quick Tip!

ing a Class

ing Confirmations & Receipts Open the appropriate registration record. Click the Print Receipt button to open the Receipt Printing Options screen. Select the appropriate option from the Receipt drop down menu: Standard Receipt User Defined Receipt

ing Confirmations & Receipts If you want to preview the before it's sent, check Let me see the .

And, don’t forget... Great Feature!

Opening the link on the (ClassCal.ics) results in a calendar appointment!

ing Confirmations & Receipts You’ll also be asked if you want to print a conventional receipt. Select the appropriate option Finally, if you selected the Auto Stamp today’s date in rgconfirm field option in your XSetMail setup, the system will stamp the current date in the Confirmed field.

ing Registrants in a Course Open the Course record. Click on the Quick Reports button to open the Quick Report window. Send Quick to Class – registrants who have a valid address Waitlisted Students – waitlisted students You may send a quick to all registrants in a course who have an address listed in their Name record. Check the appropriate option

ing Registrants in a Course Next, the system will ask you if you want to ALL registrants or only certain registrants. Enter “Yes” to include all registrants Select “No” to include only those individuals who have registered on/or AFTER the date you enter

ing Registrants in a Course The report lists all students with an address. It will also list those who will not be ed (no address). The report also includes phone numbers so you may contact those without addresses in another manner

ing Registrants in a Course Once you have printed and closed the report, the Student Manager Broadcast Class screen opens. The Sender, , Send To and Subject fields are automatically entered for you. Edit the subject as desired, enter your message and select your options (send a copy to others, include your signature).

ing Registrants in a Course If your ISP (or campus IT) limits the number of s you can send in an hour, check the Wait box then enter the number of seconds to wait between each sent. s will be sent to those registrants who have valid addresses then you'll be returned to the Course screen

Other reasons to a class? New room Cancel or change time Reminder of supplies Weather delay Promote upcoming Class Invite them to bring a friend

Faculty

ing Rosters to Instructors Open the Course record & click on the Quick Reports button. Check the Roster to Instructor box. The Roster Format window opens for you to select the appropriate roster

ing Rosters to Instructors Next, the system will ask if you want to include ALL registrants or only certain registrants. Yes – All Students No – provide date. Only students who have registered On or AFTER that date will be on the roster

ing Rosters to Instructors The Student Manager Quick screen now opens with the student information listed (you MAY edit it). Select the appropriate options (attachments, include signature, etc.) then click the Send button

Mass – do ()

Mass Receipt Wizard May send batch or Mass receipts from either the “Deadbeat” or Mass Receipt areas. Modify the report and add a JUSTAFTER justafter(“=do (‘receipt’)”) To run: Select and run the desired query. Select the Report with the Justafter After Previewing the report and closing Preview, you get the Mass Receipt Wizard

Mass Receipt Wizard The Mass Receipt Wizard screen opens. Select your options and hit OK !

Mail Merge Wizard

This process is not for the faint of heart! ( It does require knowledge of xBASE syntax ) However, it does conjure up classy confirmations, simple transcripts, and customized letters. The Merge Mail option allows you to send mass s, merging the individual's Student Manager data into the individual s (similar to creating Mail merges in your word processor).

Mail Merge Wizard MERGMAIL opens the Mass Merge to send an to everyone in the report using the selected template. It is available for use in the Names, Faculty, and Registration area and takes the form: JUSTAFTER('DO MERGMAIL') NOTE: ACEware does have several model Mail merge templates available for you Watch! MERGMAIL has a unique spelling

Special Merge Mail Function: SHOUPCLS SHOUPCLS function was designed for use with MERGMAIL to a list of upcoming courses to individuals (based on the individual’s interest codes)

Blasts Mass – “Boilerplate” justafter(“=do ()”) In ANY report that will have field Your QUERY does the selection of who gets the For a Single Course – Use Quick (in the Course Quick Report) Mass – Mergmail Justafter(“=mergmail()”) Personalizing s Add Links in – to redirect to ACEweb Add special functions – shoupcls – ing Passwords, etc

Marketing

Little Gems Your marketing should compliment your other marketing The Preview Pane is your friend – lead with your best stuff Use dates to promote a sense of action Be true to your style & tone – “silly” might not work for a university leadership conference Make your messages a “must read” – short, timely & informative Spend as much time on your marketing as you would on paid advertising Provide a link in your to your webpage, Twitter account, etc (No cost does NOT mean No Effort or No Brains..)

HTML & Your Tech Your tech knows a lot about Student Manager, but not so much about HTML Do not expect your tech to be your HTML guru

HTML Resources (if you’re wet behind the ears!)

Marketing Resources (focusing on E-Marketing) Online

The 7 Deadly Words Free !!!!!!!!!!!!!!! ???????????? Save, affordable, bargain Register now 100% Get paid

A few suggestions TEST TEST…Check delivery format by sending to staff (BEFORE you SPAM 5,000 students) On your “Mass s” – ALWAYS provide an Opt out opportunity – It’s the law! Check Spam Content/Rating by using free web testers tester Checker/SpamChecker.aspx

And speaking of spam... a little about not getting blacklisted What is blacklisted? Blacklists are 3rd party monitoring of mail coming in to a network to filter out known spammers

How to avoid looking like a spammer (and get on somebody’s “Black List” ) Why are you receiving this ? Because you selected the option to receive the newsletter when you registered for... Make it clear how you can unsubscribe Use a known address (If you buy from macys.com, you expect mail from macys.com, not macysbargains.com) Provide a link to or state privacy policy Have value/information in otherwise individuals will block Don't send mail too often Avoid excessive use of “click here”, punctuation & symbols

How to avoid looking like a spammer.... the BEST way to not be Black Listed. Just information to the student that they would be interested in hearing about !!!

Questions? Comments? Next Webinar: Coding with Student Manager July 1 st, 1:30 pm CDT Don’t Forget… Use the SM On Line Help (Optional Modules) Watch the Archived Webinar: Tips