CM/MZ Communication Table of Contents
Billing Communications
Invoices
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
Communication Management
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
Integration
Communication Reports
- 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
- Add Attachment to Email
- Create an Email Signature Block
- Email Sending Options
- Forward an Email
- Insert Graphic into Email
- Resend an Email
- Send Email Using a Saved Document
Cover Letters
Email Delivery
Emailer Designer
- Add a List of Member Anniversaries to Your Newsletter
- Add a List of New Members to Your Newsletter
- Edit Email Designer Default Newsletter Templates
- Email Designer
- Report on Links Inside Email Designer Emails
Email Templates
- Available Predefined Email Templates
- Personalize Communication with Database Fields
- Send Email Using an Email Template
- Work with Email Templates
Mass Emails
- Create Mass Mailing Labels
- Email Multiple Guests
- Personalize Communication with Database Fields
- Send Communication Based on Custom Report Criteria
- Send a Mass Email
Scheduled Emails
Event Communication
Invitations
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
Mass Communication
Mailing Lists
Newsletters
- Add Contact to Hot Deals eNewsletter List
- Edit Default Newsletter Templates in Email Designer
- Hot Deals eNewsletter Mailing List
- Remove Contact from Hot Deals eNewsletter List
- View Hot Deals eNewsletter Recipient List
Member Communication
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
Templates
Misc. Communication
Cloud Drive
eReferrals
- eReferral
- 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
- Create Follow-Up Reminder
- Create New Entry Reminder and Follow-up At the Same Time
- Log a Call or Note
Push Notifications
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
