Search Results for: email

More control, more variety — choose your email template for statements

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

Unlocking the Full Potential: More Ways to Maximize Your Alternate Email Sender

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

Two New Features for Yahrzeit Emails

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

Send Several Thank-you Emails from One Screen

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

Automated Emails to Contributors

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

Email Attachments

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

Tax Statements by Email

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

Copy email and letter templates

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

Statements by Email

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

Alternate ‘From’ Email Address

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