Presentation Transcript

1. The Right Message, at the Right Time

   Taking Communications To The Next Level Stephen Spruce Agilutions Consulting
2. Session Overview Who is here and who using what? Types of Communications Nuts and bolts of Templates Case Study: Membership Campaign Customize and extend the Communication
3. Types of Communications  Personalized Communication e-Marketing templates More content than structure/computation Order and event confirmations, membership notices, newsletters, transactional communications Structured Report MRS or Crystal Report More structure/computation than content Invoice/Receipt Membership Counts, Event Statistics, Board Reports 
4. What’s great about Templates?  Personalized to each customer Send as e-mail or merge to MS Word Send e-mail as HTML or Text Send to a single customer or to a list Access to same data fields as iWeb forms E-mail logs in correspondence Communication Types and Opt-out Ability Much more…
5. Some Limitations of Templates  Cannot always be run from anywhere Can only send templates based on a List Type that matches the form object May not have access to the data you need Can be difficult to include conditional content Data Model is one dimensional and does not have access to “sub data”
6. Batch vs. One-Off Batch Communication Send template to a list of customers Run from the List Page after a Find or Query One-Off Communication Send template to a single customer Baseline is only setup to run from the Individual or Organization record/profile 
7. How to One-Off from Anywhere Communicate Button Add a button to any Profile Form to launch CommunicationPage.aspx Only works for templates based on Individual or Organization Object/List Type Communicate Button (Version 2) Add a button to go to a Find then List Page Works for any Object/List Type Pass in unique identifier (cst_key, cst_id) Using sort name is not guaranteed unique and has issues if there is a single quote in the name. ex: O’Brian Need to set “Auto redirect from lists with only 1 record” to ‘No’ Either Button can be configured as a Form Link 
8. Why can’t I see the field I need? E-Marketing Templates are based off of a netFORUM Object Only have access to fields available in an object Have the ability to “extend” Dynamic Objects Assignment, Committee, Event Type, Membership Type Do not have ability to “extend” Static Objects Individual, Organization, Membership, Events Registrant
9. SuperViews to the Rescue Method to consolidate how an you want to view and present your core data Implement business and presentation logic A SuperView is generated into MetaData and looks like any other netFORUM table Use the SuperView to extend existing Dynamic Objects or create new ones Use the SuperView in Structured Reports, ChildForm Listings Saved Queries, etc. 
10. SuperViews with Brains & Style  Enforce Corporate Style Only expose fields intended to be used in communications Format Data Translate internal codes or types Allow for a Smarter Message Use a CASE statement for conditional content Summary and roll up data Ensure consistency on when and how business logic is implemented
11. Listing Multiple or Sub Records An Object is really a single row of data If it were more than one row how would we know which field from which row to display Solution is the basic ChildForm Listing List sub records (children) of a parent object Invoice Detail Records Include dynamic lists of related records Next 3 Events A little creativity takes it to the next level

12. The Right Message, at the Right Time

    Taking Communications To The Next Level Stephen Spruce Agilutions Consulting