Contacts Email/Download
How to send a user a login link to their Profile Home page
Click Dashboard Click Contacts Module Search for the user then click the Manage button on the row the user appears on Click Email in the horizontal menu Compose an email message to the user and include the hotkey for the AutoLoginProfileHomeLink ...
How to Send a Password Reset link to Contacts
Click Dashboard Click Contacts Module Click Download button Click the Contacts tab Click Go for the list you wish to send an email to e.g. All Contacts or All Contacts by group Click Send Email (You may need to click Advance if you are selecting ...
Accented Characters not Displaying Properly when opening downloaded report
If your contact data contains accented or foreign characters, the characters may not display properly when attempting to directly open the .csv file in excel. To resolve this issue, use one of the below methods to open your file. Method 1 On a ...
Emails - Formatting
How to Add an Image to an Email? To add an image to an email, first upload the file to the X-CD system. Once it is uploaded, the file may be added from the WSYWIG editor on the Send Email screen by clicking Insert Image icon. From Admin Dashboard, ...
Unsubscribe Link / Do Not Contact Field
Settings allows an admin to manage overall Unsubscribing, Do Not Contact or Communication preferences. Click Dashboard Click Email Management in left-side menu Click Settings tab Unsubscribe Do Not Contact Preferences Note: These communication ...
Email History tab and Scheduled Emails tab
Email History will allow you to view statistics of emails that and admin has sent or scheduled to send and/or view the email content. Click Dashboard Click Email Management in left-side menu Click Email History tab > this will display emails sent out ...
How to set a Favourite list of Contact reports?
Click Dashboard Click Contacts module Click Reports button Navigate to the report that you want to mark as a favourite Click the Star so it appears 'coloured in' Click the Favourites tab, the 'Starred' report will be listed under the Favourited ...
How to use the Contacts Custom Query Builder?
In the Contacts Module, a Custom Query Builder is available to allow you to build your own report based on fields specifically linked to a contact that appear on the contact profile form or linked to groups and/or member dues (NOTE: available for ...
How to view the email history for a specific Contact?
Click Dashboard Click Contacts Module in left side menu Search for the specific individual and click on the Manage button Click Contact History in the horizontal menu Click Email History tab Click on the Email Subject line to view the email content
How to download files (like speaker headshots or CVs) in bulk?
If you collect files in your contact form, such as a speaker headshot, you can download all those files that were uploaded in bulk from the Contacts module Email/Download area. Click Dashboard Click Contacts Module in left side menu Click Download ...
How to change the system generated Email sent after someone creates a profile account?
The system generates an auto email back to a user after they have created a user account in the system. The module you select represents the email sent to the new user in that module. Attendee = new profile created on registration system Exhibitor = ...
How to View Stats (e.g. Bounced vs Opened) for an Email that was Sent?
Click Dashboard Click Email Management in the left side menu Click View Details button for the email message you want to view the Statistics for NOTE: This will open a dashboard with the Statistics tallied for the Email message. It may take ...
How to Download the list of Contacts?
There are two (2) different methods for downloading a list of Contacts. 1. You may use the Reports section or 2. use the Manage screen filters. Downloading Contacts from the Report section Click Dashboard Click Contacts Module Click the Download ...
Resending a previous email, deleting an email and editing the date/time of a scheduled email
How to Edit / Change the Date / Time of a Scheduled Email? Click Dashboard Click Email Management in left-side menu Click Scheduled Emails tab Click Update button next to the scheduled email message, edit the message and/or select a new date / time ...
How to Schedule an Email?
If you have unselected recipients to receive the email message, you cannot use the Schedule Email option. For Scheduled Emails, the recipient list will be adjusted automatically based on the members who are included in that group at the time and ...
How to Send An Email?
Click Dashboard Click Contacts Module Note: If you wish to send to a specific individual, search for the person and click Email, then proceed to Step #6 Click Download button Click the Contacts tab Click Go for the list you wish to send an email to ...
What to Consider When Composing an Email?
Customize each recipients email using the integrated HOT KEYS like [Firstname] [Lastname] [Email] NOTE: a list of available Hot Keys will appear and will vary based on the module you are sending the message from Give your email a subject title Create ...