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Member Only Documentsill be able to populate the following fields: - Document Name – Enter what you would like to show as the display name for this document. - Tags – Enter in values that represent the content of the d…Membership Only DocumentsHow can I see statistics for different campaigns that I sent through email?other tabs including: - Email Delivery - to show a chart and grid for each constituent segment, opens, unopens, unsubscribed and bounces. - Link Performance - includes a graphic and grid to show co…Email Marketing Overview Page - Campaign Response RatesTransaction & Fundraising Reportsrange “Year-to-Date" from the Quick Query sidebar. It doesn’t matter what order you make your selections in this case. Once the data is populated on the grid you can save the view using the Save V…Transactions GridGlossary of Terms Used in AssociationSphereWithin the Time Tracking feature, categories can be used to identify what areas and activities a volunteer supported your organization. All category picklists are editable. Column – A column is th…Implementation & Data ConversionEmail Marketing Best Practices for High Deliverability and Low Bounce Ratesr, they may not deliver it at all. If you have a very large list that does not have a routinely high open rate, try dividing your lists into smaller batches sent a few hours apart to see if that im…Email Marketing General InformationDirect Emailsess you can complete the following fields: - Email From Display Name: What name should display as the sender of this email. Note: This field will be auto populated based on the name listed for your…Constituents GridHow do I create an email marketing campaign?iverability rates. If your estimates are low, you can click the link “What should I do next?” to open the support article with recommendations for improving deliverability. Schedule or Send Tab TheEmail Marketing CampaignsSend Direct Emails from the Actions Menuusually the sender - Interaction Type - select from the dropdown list what kind of interaction is being recorded, typically "email" is selected - Category 1 and Category 2 - select from the dropdow…Actions OverviewHow do I create a basic survey, application, or other form?when describing the steps, however the same steps apply regardless of what type of form you are creating. The first step in creating your survey is the Survey/Form Info tab. It includes the followi…Surveys/Forms List Page - Creating Surveys, Applications, Polls and FormsFrequently Asked Questions about the Implementation Processeks to complete your data conversion once we receive your clean data. What if I want to convert more data after I finish my implementation? It is best to send all of your data at the same time. How…Implementation & Data ConversionHow do I add new email recipients, contacts, or subscribers?email address. If a constituent already exists in your database, but does not have an email address or has a different email address than the one you are importing, a new constituent record will b…Email Marketing Contacts - Email List ManagementHow do I print or email an invoice?r device as a Word document. (You can use this option if the template doesn’t look correctly formatted with the standard Print to Word option.) Email Link to PDF File – Generates an email to send t…Invoices Grid & Managing InvoicesHow do I create a poll?the survey when it is not active. You also have the option to decide what type of chart is shown after the response is submitted. - Type of chart to be displayed for Poll Results - choose either a…Surveys/Forms List Page - Creating Surveys, Applications, Polls and FormsHow do I manage my email list subscription options?from the Manage Picklists dropdown menu. However, this second option does not allow you to edit the privacy setting for the list categories. From the Contacts page, the list editor window will all…Email Marketing Contacts - Email List ManagementHow do I create and send an email marketing campaign?w page. You can learn more about the Overview page in this article: " What is the Email Marketing Overview Page for? " and video: Email Marketing Overview Pages - https://vimeo.com/725750677/b54279…Email Marketing General InformationEmail Preview and Spam Teste," and various other things. - Unfortunately the specific details of what spam filters check for is mostly kept secret so that malicious creators are not able to cheat the system. - Below the char…Advanced AnalyticsHow do I generate a Batch Renewal for memberships?ut some of the other options for membership renewals in this article "What options are available for setting up membership renewals?" To send invoices for batch renewals, you must have at least one…Membership Grid and PurchasesHow do I send a membership renewal reminder?r device as a Word document. (You can use this option if the template doesn’t look correctly formatted with the standard Print to Word option.) Email Link to PDF File – Generates an email to send t…Basic Membership InformationHow do I enter a payment for an invoice?the transaction record show it was acknowledged? Acknowledged Date – What date should show for when the transaction was acknowledged? Tribute Acknowledged - Set to NO as this is only used to send…Invoices Grid & Managing InvoicesHow do I acknowledge a Membership transaction?the transaction record show it was acknowledged? Acknowledged Date – What date should show for when the transaction was acknowledged? Delivery Options – How would you like the mail merge letter to…Membership Grid and Purchases