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.
If you print financial statements, mailing labels can be the difference between a smooth monthly run and a frustrating, error-prone process. The good news: the “Include mailing labels” option is back—and it works in a much more practical way. What changed (and why it matters) Previously, even when mailing labels were available, the workflow was … Continue reading “Include mailing labels” option is back—and it works in a much more practical way.
Managing donation acknowledgements just got more flexible—especially when a donor wants someone else notified about their gift. When a contribution is made to a fund (for example, a gift to the Cantors Music Fund in honor of a Bat Mitzvah), donors often request that a parent or honoree be informed. Until now, ShalomCloud treated the … Continue reading More Flexibility with Donation Acknowledgements
Reaching members isn’t always a one-channel game. Email is fast, text messages are immediate, and attachments make it easy to share documents. But sometimes the most effective message is the one that lands in a mailbox. That’s why this update matters. You can now generate hard copy printed letters directly from an existing email template. … Continue reading Now Available — Printed Letters for Individuals
Over the past six months, ShalomCloud has delivered several key features designed to enhance user experience and streamline administrative processes. These updates focus on improving email communication flexibility, financial transaction visibility, and preventing payment errors. Some of these features may not have had an individual blog post; hence, we’ve gathered these topics here, in one … Continue reading Recent Enhancements — Financial Management, More Finely Targeted Communications, and More
