To add presentation roles/submissions to a campaign, click on the 3 dots icon and select “By Control Numbers.” This allows you to paste in a list of control numbers (up to 500 at a time) that you can then add to a campaign. After pasting in control numbers, click “Communicate” icon and select “via Campaign.”
Tag: Notifications
Communications notifying meeting people that are related to the Campaign tab. Some may require a multi-step process with an email that links to a landing page. All will also appear in the Contributor Portal. Also referred to as Notification Campaigns.
Edit Notification Email
Click on notification template to edit. On the next screen, click “Email template” icon/text towards the top right side of the screen. From there, all the email fields can be edited. Once edits are made, click “Save.” Changes will be updated and screen will then show all individuals who have previously received that notification.
Preview Notification Landing Page
On the Campaign Recipients page, scroll down to view all recipients. From the list of recipients, hover mouse pointer over the “Actions” column and click paper icon to “Go to Landing Page.” The recipient’s landing page will open in a new tab. When done reviewing, close tab to be taken back to Campaign Recipients page.
Preview Notification Email
The campaign recipients page lists all the individuals who received that particular notification email. Click on the “Preview Email” icon in the actions column of any individual. The notification email they received will then appear in a new screen. Review message, then click “X” in top right corner to close.
Remove/Un-assign Notification
Click on the name of the notification campaign in which 1 or more people need to be removed. Select from the list of recipients and then click the ellipses to “Change Status.” Select “Remove/Unassign.”
Expire Notification
Click on a specific campaign and then select the individual(s) whose notification deadline needs to be expired. Click on the ellipsis to “Change Status” and select “Expire Now.” Click “Confirm” to complete the notification expiration.
Email via Notification Campaign
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Email Authors via Notification Campaign
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.