CM/MZ Communication Table of Contents

Billing Communications

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Invoices

• Deliver Invoices

• Invoice Templates
• Invoice Template Options

Letters

• Billing Notification Letters
• Create/Customize Thank You Letters
• Create a Letter
• Edit Letter Templates
• Manage Cover Letter Templates
• Notification Letters
• Print/Email Thank You Letters

Statements

• Create Statements

Communication Management

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• Communication FAQ
• Communication Tasks
• Email Delivery Failure Code Explanations

Communication History

• Archive Emails in Database When Using Outside Email Service
• Viewing and Recording Communication History

Opt-Outs & Unsubscribes

• Manage Communication Opt-Outs
• Opt-Out a Member from Emails
• Resubscribe Member to Emails
• Unsubscribe Options
• Unsubscribed Emails Report
• Unsubscribe from SmartTexts 

Database Fields

• Personalize Communication with Database Fields 
• Preview Email Before Sending

Integration

• Enable Constant Contact Synchronization

• Integrating Constant Contact

• MailChimp Integration

• Manually Export Contacts to Constant Contact

Communication Reports

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• Prospects and Communication by Rep: Detail
• Prospects and Communication by Rep: Summary
• Send Communication Based on Custom Report Criteria
• Email Status Summary
• Member Contact Benchmark
• Member Contact Report
• Quarantined Invalid Email Address Report
• Unsubscribed Emails Report

Email

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• Add Attachment to Email
• Create an Email Signature Block
• Email All Members within Same Category
• Email Sending Options
• Forward an Email
• Insert Graphic into Email
• Link to Anchor in Email
• Preview Email Before Sending
• Resend an Email

• Send an Email to Member

• Send Email Using a Saved Document

Cover Letters

• Manage Cover Letter Templates

Email Delivery

• Email Delivery Failure Code Explanations
• Reasons Emails Don’t Get to Members
• Email Status Summary
• Preview Email Before Sending

Emailer Designer

• Add a List of Member Anniversaries to Your Newsletter
• Add a List of New Members to Your Newsletter
• Create Email Designer Newsletter Template from Scratch
• Default Newsletter Templates
• Edit Email Designer Default Newsletter Templates
• Email Designer
• Images in Email Designer
• Report on Links Inside Email Designer Emails

Email Templates

• Available Predefined Email Templates
• Create Custom Login Invitation Template
• Customize an Existing Email Template
• Personalize Communication with Database Fields
• Send Email Using an Email Template
• Work with Email Templates

Mass Emails

• Create Mass Mailing Labels
• Email All Members within Same Category
• Email Multiple Guests
• Personalize Communication with Database Fields
• Preview Email Before Sending
• Send Communication Based on Custom Report Criteria
• Send a Mass Email

Scheduled Emails

• Schedule Emails
• View/Edit/Delete a Scheduled Email
• View Past Scheduled Emails

Event Communication

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Invitations

• Send Event Invitations
• Resend Event Invitations to Guests Not Yet Registered

Pre-Event Communication

• Event Registration Instructions & Confirmation Message
• Email Multiple Guests
• Resend an Event Confirmation Email
• Send Event Reminders
• Send Event Invitations

Post-Event Communication

• Send Thank You Email After Event

Mass Communication

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Mailing Lists 

• Create a Group or Mailing List
• Group or Mailing List Options & Settings

Newsletters

• Add Contact to Hot Deals eNewsletter List
• Edit Default Newsletter Templates in Email Designer
• Hot Deals eNewsletter Mailing List
• Link to Anchor in Email
• Remove Contact from Hot Deals eNewsletter List
• View Hot Deals eNewsletter Recipient List

Member Communication

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Member Administrative Tasks

• Communication FAQ
• Communication Tasks
• Create an Email Signature Block
• Email Delivery Failure Code Explanations
• Email Sending Options
• Forward an Email
• Insert Graphic into Email
• Reasons Emails Don’t Get to Members
• Resend an Email
• Schedule Emails
• Send a Mass Email
• Send Email Using a Saved Document
• Send Communication by Delivery Preference
• Viewing and Recording Communication History

Member Login Communication

• Create Custom Login Invitation Template
• Send Rep Invitation to Create Their Own Credentials

Templates

• Edit Letter Templates

• Email Designer

• Invoice Templates

• Send Email Using an Email Template

• Working with Email Templates

Misc. Communication

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• Setup Email Messaging for Your eCommerce Store
• Working with Blogs 

Cloud Drive

• Store Documents with Cloud Drive

• Store Documents in Cloud Drive to Share with Other Staff

eReferrals

• eReferral

• eReferral Report

• Record eReferral without Emailing Member
• Send and Record an eReferral
• Send eReferrals Using the StaffApp
• View/Edit Default eReferral Settings

Form Builder

• Activate and Publish a Form
• Copy a Form
• Create a Form
• Form Builder
• Distribute a Form
• View Form Submissions

Info Requests

• Disable an Info Request Publication
• Distribute Info Request Publications
• Enter Info Requests via the Back Office
• Info Request Publications and Emails
• Info Request Reports
• Info Request Setup
• Manage Info Request Leads
• Setup New Info Request Publication or Email
• Setup, Manage and Distribute Web Leads
• Web Leads

Log Calls, Follow-Ups & Notes

• Complete a Follow-Up Reminder
• Create Follow-Up Reminder
• Create New Entry Reminder and Follow-up At the Same Time
• Log a Call or Note

Push Notifications

• Send a Push Notification
• View Push Notification History

SmartText

• Create Subscriber Groups for SmartText
• Purchase Additional SmartText Credits
• Send a SmartText
• SmartText
• SmartText Setup
• Testing SmartText
• Unsubscribe from SmartTexts
• View List of SmartText Subscribers

Social Networks

• Add the Facebook Page Plugin to your SmartCMS Site
• Edit Member Social Network Services

• Enable Social Network Services

• Publish News Releases to Social Networks
• Social Network Publishing to Facebook
• Social Network Publishing to Twitter