FAQ - Revision history

Mark: /* How to Batch Send an Email Template to a specific group of Contacts */

2023-12-17T18:18:46Z

How to Batch Send an Email Template to a specific group of Contacts

Mark: /* How to Batch Send an Email Template to a specific group of Contacts */

2023-12-17T18:18:27Z

How to Batch Send an Email Template to a specific group of Contacts

Mark: /* How to Batch Send an Email Template to a specific group of Contacts */

2023-12-17T18:17:49Z

How to Batch Send an Email Template to a specific group of Contacts

Mark: /* How to Batch Send an Email Template to a specific group of Contacts */

2023-12-17T18:17:20Z

How to Batch Send an Email Template to a specific group of Contacts

Mark: /* How to Batch Send an Email Template to a specific group of Contacts */

2023-12-17T02:43:11Z

How to Batch Send an Email Template to a specific group of Contacts

Mark: /* Sending Emails */

2023-12-17T02:41:36Z

Sending Emails

Mark: /* Email issues */

2023-12-17T02:40:39Z

Email issues

Mark: /* How to edit or delete a Payment/Donation */

2022-02-22T18:46:50Z

How to edit or delete a Payment/Donation

Mark: /* Payments/Donations/Subscriptions */

2022-02-22T18:44:19Z

Payments/Donations/Subscriptions

Mark: /* Email issues */

2022-02-17T22:16:02Z

Email issues

@@ Line 134: / Line 134: @@
 HS Production Emails contain a field called "Delivery Code File". This code file is used to match up your &#91;&#91;MERGE_FIELDS&#93;&#93; with their corresponding data for each contact. If data fields outside of the Contact record need to be substituted for merge fields, speak to your HS systems consultant to program this customization.
-However if the only merge fields necessary are Contact data fields, you may use the generic Delivery Code File "mail_contacts.php" which will automatically merge all merge fields corresponding to columns in the Contacts database table, plus &#91;&#91;CUSTOMER_TYPE&#93;&#93;. Examples include &#91;&#91;FIRST_NAME&#93;&#93;, &#91;&#91;EMAIL&#93;&#93;, &#91;&#91;ZIP&#93;&#93;, &#91;&#91;CUSOMTER_TYPE&#93;&#93;, etc. Speak with your HS systems consultant for more information.
+However if the only merge fields necessary are Contact data fields, you may use the generic Delivery Code File "mail_contacts.php" which will automatically merge all merge fields corresponding to columns in the Contacts database table, plus &#91;&#91;CUSTOMER_TYPE&#93;&#93;. Examples include &#91;&#91;FIRST_NAME&#93;&#93;, &#91;&#91;EMAIL&#93;&#93;, &#91;&#91;ZIP&#93;&#93;, &#91;&#91;CUSTOMER_TYPE&#93;&#93;, etc. Speak with your HS systems consultant for more information.
 To attach a file or document to each email, first upload the file to the Production Email Detail Screen using the actions pulldown menu option "Upload a File or Document." Note that this file will be attached WHENEVER THIS EMAIL IS SENT.

@@ Line 134: / Line 134: @@
 HS Production Emails contain a field called "Delivery Code File". This code file is used to match up your &#91;&#91;MERGE_FIELDS&#93;&#93; with their corresponding data for each contact. If data fields outside of the Contact record need to be substituted for merge fields, speak to your HS systems consultant to program this customization.
-However if the only merge fields necessary are Contact data fields, you may use the generic Delivery Code File "mail_contacts.php" which will automatically merge all merge fields corresponding to columns in the Contacts database table, plus &#91;&#91;CUSTOMER_TYPE\]\]. Examples include &#91;&#91;FIRST_NAME\]\], &#91;&#91;EMAIL\]\], &#91;&#91;ZIP\]\], &#91;&#91;CUSOMTER_TYPE\]\], etc. Speak with your HS systems consultant for more information.
+However if the only merge fields necessary are Contact data fields, you may use the generic Delivery Code File "mail_contacts.php" which will automatically merge all merge fields corresponding to columns in the Contacts database table, plus &#91;&#91;CUSTOMER_TYPE&#93;&#93;. Examples include &#91;&#91;FIRST_NAME&#93;&#93;, &#91;&#91;EMAIL&#93;&#93;, &#91;&#91;ZIP&#93;&#93;, &#91;&#91;CUSOMTER_TYPE&#93;&#93;, etc. Speak with your HS systems consultant for more information.
 To attach a file or document to each email, first upload the file to the Production Email Detail Screen using the actions pulldown menu option "Upload a File or Document." Note that this file will be attached WHENEVER THIS EMAIL IS SENT.

@@ Line 132: / Line 132: @@
 In your Email Auto-Responders module, find the desired Production Email Detail Screen, and use the action pulldown menu to choose "Batch Send to Specific Tagged Contacts". A pop-up will appear to select the desired Tag, then submitting will start a User Batch Job that will email that Template to all Contacts with the chosen Tag.
-HS Production Emails contain a field called "Delivery Code File". This code file is used to match up your &#91;&#91;MERGE_FIELDS\]\] with their corresponding data for each contact. If data fields outside of the Contact record need to be substituted for merge fields, speak to your HS systems consultant to program this customization.
+HS Production Emails contain a field called "Delivery Code File". This code file is used to match up your &#91;&#91;MERGE_FIELDS&#93;&#93; with their corresponding data for each contact. If data fields outside of the Contact record need to be substituted for merge fields, speak to your HS systems consultant to program this customization.
 However if the only merge fields necessary are Contact data fields, you may use the generic Delivery Code File "mail_contacts.php" which will automatically merge all merge fields corresponding to columns in the Contacts database table, plus &#91;&#91;CUSTOMER_TYPE\]\]. Examples include &#91;&#91;FIRST_NAME\]\], &#91;&#91;EMAIL\]\], &#91;&#91;ZIP\]\], &#91;&#91;CUSOMTER_TYPE\]\], etc. Speak with your HS systems consultant for more information.

@@ Line 132: / Line 132: @@
 In your Email Auto-Responders module, find the desired Production Email Detail Screen, and use the action pulldown menu to choose "Batch Send to Specific Tagged Contacts". A pop-up will appear to select the desired Tag, then submitting will start a User Batch Job that will email that Template to all Contacts with the chosen Tag.
-HS Production Emails contain a field called "Delivery Code File". This code file is used to match up your \[\[MERGE_FIELDS\]\] with their corresponding data for each contact. If data fields outside of the Contact record need to be substituted for merge fields, speak to your HS systems consultant to program this customization.
+HS Production Emails contain a field called "Delivery Code File". This code file is used to match up your &#91;&#91;MERGE_FIELDS\]\] with their corresponding data for each contact. If data fields outside of the Contact record need to be substituted for merge fields, speak to your HS systems consultant to program this customization.
-However if the only merge fields necessary are Contact data fields, you may use the generic Delivery Code File "mail_contacts.php" which will automatically merge all merge fields corresponding to columns in the Contacts database table, plus \[\[CUSTOMER_TYPE\]\]. Examples include \[\[FIRST_NAME\]\], \[\[EMAIL\]\], \[\[ZIP\]\], \[\[CUSOMTER_TYPE\]\], etc. Speak with your HS systems consultant for more information.
+However if the only merge fields necessary are Contact data fields, you may use the generic Delivery Code File "mail_contacts.php" which will automatically merge all merge fields corresponding to columns in the Contacts database table, plus &#91;&#91;CUSTOMER_TYPE\]\]. Examples include &#91;&#91;FIRST_NAME\]\], &#91;&#91;EMAIL\]\], &#91;&#91;ZIP\]\], &#91;&#91;CUSOMTER_TYPE\]\], etc. Speak with your HS systems consultant for more information.
 To attach a file or document to each email, first upload the file to the Production Email Detail Screen using the actions pulldown menu option "Upload a File or Document." Note that this file will be attached WHENEVER THIS EMAIL IS SENT.

@@ Line 132: / Line 132: @@
 In your Email Auto-Responders module, find the desired Production Email Detail Screen, and use the action pulldown menu to choose "Batch Send to Specific Tagged Contacts". A pop-up will appear to select the desired Tag, then submitting will start a User Batch Job that will email that Template to all Contacts with the chosen Tag.
-HS Production Emails contain a field called "Delivery Code File". This code file is used to match up your [[MERGE_FIELDS]] with their corresponding data for each contact. If data fields outside of the Contact record need to be substituted for merge fields, speak to your HS systems consultant to program this customization.
+HS Production Emails contain a field called "Delivery Code File". This code file is used to match up your \[\[MERGE_FIELDS\]\] with their corresponding data for each contact. If data fields outside of the Contact record need to be substituted for merge fields, speak to your HS systems consultant to program this customization.
-However if the only merge fields necessary are Contact data fields, you may use the generic Delivery Code File "mail_contacts.php" which will automatically merge all merge fields corresponding to columns in the Contacts database table, plus [[CUSTOMER_TYPE]]. Examples include [[FIRST_NAME]], [[EMAIL]], [[ZIP]], [[CUSOMTER_TYPE]], etc. Speak with your HS systems consultant for more information.
+However if the only merge fields necessary are Contact data fields, you may use the generic Delivery Code File "mail_contacts.php" which will automatically merge all merge fields corresponding to columns in the Contacts database table, plus \[\[CUSTOMER_TYPE\]\]. Examples include \[\[FIRST_NAME\]\], \[\[EMAIL\]\], \[\[ZIP\]\], \[\[CUSOMTER_TYPE\]\], etc. Speak with your HS systems consultant for more information.
 To attach a file or document to each email, first upload the file to the Production Email Detail Screen using the actions pulldown menu option "Upload a File or Document." Note that this file will be attached WHENEVER THIS EMAIL IS SENT.

← Older revision		Revision as of 02:41, 17 December 2023
Line 123:		Line 123:

	The email body and signature will be pre-filled with your personal template, which is maintained from your account settings (the Gear option in the navigation bar).		The email body and signature will be pre-filled with your personal template, which is maintained from your account settings (the Gear option in the navigation bar).
		+
		+	To attach an uploaded file or files, you may highlight as many as you like from the selection window before sending the email.

	=== How to Batch Send an Email Template to a specific group of Contacts ===		=== How to Batch Send an Email Template to a specific group of Contacts ===

@@ Line 112: / Line 112: @@
 &nbsp;
-== Email issues ==
+== Sending Emails ==
 === How to detect HS emails that failed to send ===

@@ Line 71: / Line 71: @@
 ) Temporarily switch the "Manual Entry" checkbox on, and save your changes.
-[[File:FAQ_Payment_Method.png]]
+[[File:FAQ_Payment_Method.png|450px]]
 ) Bring up the Payment/Donation Detail Screen for the transaction you wish to edit or delete, and perform the necessary actions to correct or delete the entry.
 ) Finally, go back to the Payment/Donation Method and uncheck the "Manual Entry" field, to re-enable the safety feature.
 === How to cancel a Subscription (recurring payment or donation) ===

← Older revision		Revision as of 18:44, 22 February 2022
Line 56:		Line 56:

	'''Note:''' Manually entered payments may be modified or deleted whenever necessary.		'''Note:''' Manually entered payments may be modified or deleted whenever necessary.
		+
		+	=== How to edit or delete a Payment/Donation ===
		+
		+	For manually entered payments/donations, HS allows you to edit most fields on the transaction, or delete it entirely using the —action— pulldown menu.
		+
		+	However, if a transaction was created by an external payment gateway, editing or deleting the transaction (except for the description field) is not allowed. This is a safety feature to insure data integrity between the two systems.
		+
		+	If for some reason you still need to edit or delete one of these transactions, you may override the safety feature by taking the following steps:
		+
		+	1) On you Company Parameters menu, open the Payment Methods (for-profit) or Donation Methods (nonprofit) table.
		+
		+	2) Click through on the Method used in the transaction you wish to edit or delete, which will bring up the Detail Screen for that Method.
		+
		+	3) Temporarily switch the "Manual Entry" checkbox on, and save your changes.
		+
		+	[[File:FAQ_Payment_Method.png]]
		+
		+	4) Bring up the Payment/Donation Detail Screen for the transaction you wish to edit or delete, and perform the necessary actions to correct or delete the entry.
		+
		+	5) Finally, go back to the Payment/Donation Method and uncheck the "Manual Entry" field, to re-enable the safety feature.
		+
		+

	=== How to cancel a Subscription (recurring payment or donation) ===		=== How to cancel a Subscription (recurring payment or donation) ===

@@ Line 94: / Line 94: @@
 == Email issues ==
-=== How to detect HS email auto-responders that failed to send ===
+=== How to detect HS emails that failed to send ===
 Go to Reports->Contact Reports->Contact Activity Report