This post announces an express way to send acknowledgments for contributions, via email. Until now, in order to issue notes, to both contributors, and to those who they wish to be notified about their contributions (which, for the sake of brevity, we’ll refer to as “notifees”), the procedure was this: You would do a financial … Continue reading Send Several Thank-you Emails from One Screen
ShalomCloud now creates automated emails to contributors. Well, not only contributors, but also people paying any kind of commitment. And, also, payments made from the ShalomCloud shopping cart. Some background: originally, ShalomCloud was strictly a back-office utility. Appropriately, it tracked membership, Yahrzeits, and commitments and payments. Primarily, office personnel recorded those payments, most of which … Continue reading Automated Emails to Contributors
ShalomCloud now offers the ability to add email attachments to your communications. Before we delve into the “how-to,” let’s look at some of the things you might consider before sending out email attachments. In most email systems, the recipient must download the attachment to see any part of the email. Many users read emails on … Continue reading Email Attachments
You can now send links to your memberships’ tax statements by email. For some time, ShalomCloud could send tax statements by printed letter. As with the periodic statements, you can now send links by email to your members. By accessing the link, each member can see, print, or download the tax statement. There are two … Continue reading Tax Statements by Email
It is now possible, and rather easy, to copy email and letter templates. In both cases, the procedure is simple. Under the Configuration menu, go to either letter templates or email (a.k.a. multipurpose) templates. From the list, choose the new link that says Copy. The system will duplicate the document, appending a -copy to the … Continue reading Copy email and letter templates
We now have the ability to send statements by email. Taking our cue from banks and brokerages, we’ve opted not to send the actual statement by email. Instead, we send a rather long link that, when selected, takes the congregant directly into that family’s statement. There are a few very simple setup steps: Make an … Continue reading Statements by Email
We have a change in store, designed to give you some more flexibility when sending congregational emails. The change is the ability to select an alternate ‘from’ email address when sending emails to your membership. First, some background–we purposefully have defaulted the ‘from’ address when sending emails, to that of the logged-in id. That was … Continue reading Alternate ‘From’ Email Address
Most of the time, you can reach most of your community by email. However, there will likely be some folks who either do not have an email address, or simply prefer paper mail. How can you conveniently distinguish the paper-mail audience? ShalomCloud now offers two different features geared toward the above. First, we’ve added to … Continue reading When your congregants do not have email
ShalomCloud now keeps a history of outgoing emails. the recipient the subject the message itself when you sent the email Watch the video (5 1/2 minutes). Moreover, you can query the email history, by any portion of the recipient’s email address any word or phrase in the subject sent after and sent before. From … Continue reading Now Available – Email History
Now live and in production–email templates. Format and save email templates, using a familiar-looking toolbar. Not only static content–able to substitute values from family records, individuals’ information, and Yahrzeits. Watch this video (6 m, 13 s) to see how to create a template, and to see how to send emails using the template.
