If you’ve ever clicked Send and then had to wait—watching your screen sit there with no real sense of how long it would take—this update is for you. Who this change helps (and who it doesn’t) What’s new: your screen is no longer tied up Previously, sending Yahrzeit emails could lock up your screen while … Continue reading Batch Yahrzeit Reminders: Streamline Email Sending Now
You can now create summarized contribution acknowledgements. The traditional acknowledgement, addressed in this post from January of 2023, accommodates sending a passel of donation notification from one screen. Accordingly, for each line item, you can override the description; and for each line item, you can specify a third party to be honored or notified. And, … Continue reading Reduce Email Bombardment: When Contributors Love Summarized Notifications
When producing donation acknowledgements by email, you may have noticed that the recipient seemed arbitrary. May have been adult 1…may have been adult 2. With this change, you can choose, based on the field we call “role within family.” How does that work? Under Configuration -> Roles Within Family, you likely will see something like … Continue reading Now Your Choice — Who Receives Email Donation Acknowledgements
If you send monthly/quarterly statements by email, this may interest you. Prior to now, you needed an email template, specifically named “send_statement_link.” Now, you’ll see a drop-down box, that lets you choose your email template for statements. This may be useful in a couple of circumstances, such as: If you want to distinguish the statement … Continue reading More control, more variety — choose your email template for statements
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. … Continue reading Unlocking the Full Potential: More Ways to Maximize Your Alternate Email Sender
Announcing two new features for yahrzeit emails. First — until now, the recipient of the reminders saw only the email address of the sender. So, for example, if you logged in as admin@yourtemple.org, that’s all the recipient saw. Now, the name associated with that user will appear, alongside the email. Thus, for example, assuming that … Continue reading Two New Features for Yahrzeit Emails
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
