ChamberZoom Cheat Sheet

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1 ChamberZoom Cheat Sheet Building An Template Thank you for attending our recent ChamberZoom Training workshop on Building An Template. Here is an outlined cheat sheet with highlights from the training. If you have questions, please feel free to contact me at (619) or or contact ChamberZoom at Cheers, Doug Holman Vice President, Membership & Corporate Relations Open the builder. Open a previously saved under Open, insert a pre-made template under Templates, or simply type your message. Be sure to Load Template before clicking close.

2 Use the template as-is or use the toolbar to completely change the pictures, colors, and fonts in the template. REMEMBER: Be sure to save as you go! You can either Replace an Existing Message or Save as a New File. Either way, be sure to click Save Message then close. DASHBOARD BREAKDOWN MERGE: Insert auto fill information placeholders such as first name or company. This is based on your contacts information. COPY/PASTE TOOLBAR: Once you have copied text from a website or document, use this toolbar to paste it into your . UNDO/REDO SPELLCHECK INSERT PICTURE: Insert an image into your body. This can be your logo, a graphic, or a picture. Images can be resized by rightclicking them and selecting Image Properties. EVENT: Insert event placeholders based on the events you ve created in ChamberZoom. TEMPLATE COLORS: Use this tool to change the colors within your template and your hyperlinks. FONT COLORS: Use this tool to change your font color and to highlight font. Text must be preselected to change the color. HYPERLINKS: Add/remove links to text or images within your body. The link can be to a website (http://), an address (mailto:), or a document in your Media Library.

3 Test your before sending. You can test send your to five different addresses. Be sure to send to your Gmail, Yahoo, Outlook, Hotmail, etc. accounts to ensure that the message appears the same in each. Don t forget to read the on your smart phone, too! Apply filters to your , then send. Contacts are filtered by User-Defined Data fields. These can be added ( Add New Custom Field ) and changed under Group Setup (the wheel icon) and the tab User-Defined Data. User-Defined Data is assigned to individual contacts. Examples of User-Defined Data fields include: investment level, industry, interests, etc. They are extremely useful in marketing to your target audience.

4 CONTINUED: Apply filters to your , then send. Apply your filters in the Filters section. You can also add an Attendance Filter, i.e. only those who attended your event (only applies to events created in ChamberZoom). A Delivery Filter, i.e. only those who read a previous you sent, can also be applied. Once you have set your desired filters, you can send your message immediately (by clicking Send Message ), or queue up your message to be delivered at a later date/time. A Send Confirmation will then pop up. Please verify the message details then click Send This Message. VOILA! Your message has been sent.

5 Track your statistics. Under Broadcasts, select the message you wish to track. You can see who read your under Read Times & Browsers. You can also see how many times they read the . You can see who clicked any links in your under Clicks by URL. Be sure to click on the blue bar to reveal the contacts.

6 ChamberZoom Helpful Links DOUG HOLMAN Vice President, Membership & Corporate Relations San Diego Regional Chamber of Commerce (619) CHAMBERZOOM SUPPORT Live Help Chat and FAQs available on INSTANT EYEDROPPER This link will help you identify your brand s color coding, as well as answer any questions you may have regarding HTML color codes. Good for business. Good for San Diego.

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