PCA er 2.0 User Guide

Transcription

1 Contents Home... 2 Quick Access Buttons... 2 Compose... 4 Substitution Strings... 4 Formatting Toolbar (Format Text, Upload Files):... 4 Preview... 6 Save as Draft... 6 Send... 6 History... 8 Searching for Sent/Draft s... 9 Resending an Saved Drafts er Statistic Report List Manager Create a Custom Distribution List Adding/Editing Distribution List Recipients Add Custom Recipient to a Custom Distribution List Remove Recipient from Custom Distribution List Edit a Custom Distribution List

2 Home To access the PCA er, you must be logged onto Once logged in go to Membership>Administration> er and click on the er 2.0 link. The Home page contains all Distribution Lists (List Name & Description) you have access to as well as quick access icons for frequently used functions (History, Show Members, Compose). To scroll through various pages and change the display options select the arrows and dropdown selection located at the top and bottom of the main section. Quick Access Buttons: History shows the history of all s sent through the er (see the History section for more detail) Show Members shows the members of the selected Distribution List Compose new message (see the Compose section for more detail) 2

3 Clicking on the column title (List Name or Description) enables sorting, the arrows next to the column title indicate the sort order (Ascending>Descending or Descending>Ascending). 3

4 Compose Selecting Compose from the Quick Access button on the home page of the er or on the Navigation Menu takes you to the new page. The following fields and formatting options are available: List Displays distribution lists predefined by PCA as well as custom lists and those custom lists shared with everyone. For more information on custom distribution lists, see the Manager section. CC List Displays distribution lists predefined by PCA as well as custom lists and those custom lists shared with everyone. For more information on custom distribution lists, see the Manager section. Priority Allows the sender to define the priority of the BCC Multiple addresses can be entered in this field separated by a comma. addresses are hidden to recipients. Subject Subject line of the message Include Header This option is selected by default and will display the PCA Header image in the message. Uncheck to remove the header from the message. Substitution Strings You may use the following substitution strings, which will be replaced with actual values when your message is transmitted. Enter the entire string including squiggly brackets into your message: {first-name} - Recipient's informal first name {last-name} - Recipient's last name {region-code} - Recipient's region code { } - Recipient's address {membernumber} - Recipient's member number {pcaurl} - A hyperlink to pca.org {date} - The current date Formatting Toolbar (Format Text, Upload Files): - Bold, Italics, Underline, Remove formatting from selected text - Increase Font Size, Decrease Font Size, Font color picker 4

5 - Subscript, Superscript, Paragraph - Insert Ordered List, Insert Unordered list, Insert Horizontal Rule, Insert Table, Create Link, Remove Link - Cut, Copy, Paste, Undo, Redo - View Source Code, Upload File, Fullscreen *PCA recommends sending a test to the Myself list before sending to your distribution. 5

6 Preview Selecting the Preview button opens a new window allowing you to view the as the recipient will see it Save as Draft Selecting the Save button will save the in your history to edit or send at a later time. A confirmation message is displayed confirming the action. (See the History section for more details) Send Selecting the Send button sends the to the recipient(s). Once the button is selected a status message will be displayed confirming the action requested as well as displaying the Total Recipients. To continue select the Send button. 6

7 A confirmation message will appear with the Message Subject line and the date/timestamp. This sent message can also be viewed in the History section. The sender will also receive an from with a copy of the message statistics. **Note add enews.pca.org and pca.org to your safe sender s list to ensure receipt of all s. 7

8 History The History section contains all sent and draft s. To scroll through various pages and change the display options select the arrows and dropdown selection located at the bottom of the main section. Clicking on the column title (Sent, List Name, Sender, Subject, Status, Action) enables sorting, the arrows next to the column title indicate the sort order (Ascending>Descending or Descending>Ascending). 8

9 Searching for Sent/Draft s PCA er 2.0 User Guide To search for an in the history section that was sent or in draft mode, type in a word in the search box, as you type the results are automatically displayed. Resending an In the Action column, selecting Send Again allows you to resend or modify the original and send it again. Saved Drafts In the Action column, selecting Resume opens the draft for editing or sending. 9

10 er Statistic Report PCA er 2.0 User Guide In the Status column, selecting Sent will display the Statistics Report for that . List (See Home) 10

11 Manager The manager allows you to create or edit custom distribution lists using existing addresses from the predefined PCA distribution lists and/or adding your own addresses. 11

12 Create a Custom Distribution List Select the New List button to create a new list. Type in the List Name and Description. Selecting the Public checkbox will allow the list to be seen and used by all er users. Select the Save button when finished. Adding/Editing Distribution List Recipients Select the list to add/edit from the available lists in the dropdown. To add members from the predefined distribution lists select them from the left and select the right arrow to move them to the users in list box on the right. Select the Save List button when finished. 12

13 You can also search by name or to narrow the Users list. Clicking on the column title (ID, Name, ) enables sorting, the arrows next to the column title indicate the sort order (Ascending>Descending or Descending>Ascending). 13

14 Add Custom Recipient to a Custom Distribution List Ensure the correct list is selected in the er List dropdown and then select the Add button. Add in the recipient name and and select the :Add button. Select the Save List button when finished. 14

15 Remove Recipient from Custom Distribution List To remove a recipient from the custom distribution list select that user and then select the left arrow which will remove that user from the list. Select the Save List button when finished. 15

16 Edit a Custom Distribution List PCA er 2.0 User Guide To edit a custom distribution list select the list to be modified from the er List dropdown. Select the Edit List button. Once you have finished making changes to the list then select Save to save the changes. 16