For some time now, ShalomCloud has offered the ability to send emails from a general alternate email address. For background on that capability, see this article. Useful for things like newsletters, general information, et al.
We have expanded the use of alternate sender address, to both periodic statements by email, and tax letters by email.
The ShalomCloud form builder offers an integrated capability to send forms. The most common use is for school registration and membership renewal. However, the form builder accommodates any kind of information that you wish to gather. Surveys, interests, preferences, for example.
For some forms, especially those two most common uses, there has not been a convenient way to track who has and has not responded. The best way, until now, was to set up an attribute for each sent form, and then mark the attribute as forms came in.
We now have available a feature we’re calling the Form Tracker. Here’s how it works:
For any form for which you want to enable tracking, there’s a radio button to say so. By default, tracking is off for a given form.
With tracking enabled, each time you send a form, the system tracks when, and to whom, you sent the form. In the case of school forms, it also tracks the student .
Then, when someone responds, the systems records the date and time of the response.
Moreover, there is now a convenient screen that shows the times sent and received. There is also a check-box, so that, if you want to send, say, a reminder, you can do so, directly from that tracking screen.
Finally — each time you send a form, the system creates an attribute, more or less matching the name of the form. And, as people respond, it attaches that attribute to the responder. Therefore, you can easily query families or individuals, perhaps to promote sending acknowledgements.
First — until now, the recipient of the reminders saw only the email address of the sender. So, for example, if you logged in as email@example.com, that’s all the recipient saw. Now, the name associated with that user will appear, alongside the email. Thus, for example, assuming that Adam Adams is the administrator, the email will come from Adam Adams <firstname.lastname@example.org>.
Second change — until now, the subject of those yahrzeit emails was always the single word Yahrzeits. If you’re content with that, you need do nothing. If, however, you want something more descriptive as your subject line, you can go to Home => Declare synagogue options. Scroll near the bottom, where you’ll find a field labeled Subject for yahrzeit reminders. Whatever you enter there (after touching the submit button), becomes the subject line for emailed yahrzeit reminders.