AAUG Meeting © ACGI Software. All Rights Reserved. March Agenda.

AAUG MeetingAAUG Meeting

© ACGI Software. All Rights Reserved.

March Agenda

© ACGI Software. All Rights Reserved. v.06

AGENDA FOR MARCH 12, 2013

AAUG Community Site Updates Webinar Materials Latest Discussion Threads

6.5.3 Release Highlights (Second Look at Some V7 Components) Online Expo Copy Alternate Contact Standard Secret Questions Email Address Confirmation and Validation

Developing a Distribution List Using BOXI Demonstration Developing a Distribution List (to be published to the AAUG Community Site)


AAUG COMMUNITY SITE UPDATES

Webinar Materials have been posted on the Webinars. This includes the December (Navigating the AAUG Site), January (Advanced ECM) and February (ASSET) recorded materials

The ACGI open enrollment training schedule has beenposted on the AAUG Community Site and ACGI’s web

site. Please contact ACGI if you have any questions.

INFORMS is looking for input regarding student status verification and your experience with new student membership applications.


V6.5.3 RELEASE HIGHLIGHTS – ONLINE EXPO Designed for Exhibitors to

register, confirm their company information, select booths and premiums, and submit payment online

Promotes self-service and reduces the amount of administrative overhead previously required by organizations to support booth management

Provides greater opportunity for revenue generation in your organization


V6.5.3 RELEASE HIGHLIGHTS – COPY ALTERNATE CONTACT

Allows each SSA customer to specify an email address to be copied on AA correspondence

Provides the option to copy correspondence at the category and global level

Integrates with both SSA and AA back office user E-contact preferences

Maintains opt-out functionality even if alternate contact initiates the preference


V6.5.3 RELEASE HIGHLIGHTS – STANDARD SECRET QUESTIONS

Designed to provide a more standard approach to increased security measures Assists with password retrieval / reset


V6.5.3 RELEASE HIGHLIGHTS – EMAIL CONFIRMATION Implemented with New Customer creation Validates email address against a defined

regular expression (e.g., includes “@”) Designed to improve data quality (i.e.,

minimize invalid entry of emails) Customizable via an AA system parameter -

CENSSA_ENABLE_EMAIL_CONFIRM_FIELD Includes inline validation to improve user

experience


DISTRIBUTION LISTS – CREATING WITH BOXI

Distribution lists are used to define the target audience of your email.

Distribution lists have two formats: Static – same set of recipients Dynamic – recipients may change based on when email is sent (i.e. current members

may change)


5 STEPS TO CREATE A NEW DISTRIBUTION LIST

1. Create report in BOXI that defines your target group2. Add ‘Build Staging Email List’ field to result objects3. Define the email name and other parameters4. Make the list permanent within Association Anywhere5. Define the security parameters (who can use the list and when) LIST IS READY!


WALKTHROUGH – STEP 1 AND 2 – ADD EMAIL OBJECT Step 1 - Create a report in BOXI Step 2 - Add ‘Build Staging Email List’ field to result objects

Located within the Email class/folder The email address is NOT needed as part of the report. The appropriate email will

automatically be selected by the ECM module.


WALKTHROUGH – STEP 3 DEFINE EMAIL PARAMETERS Define the email name and other parameters

Because BOXI and Association Anywhere integration, you will be prompted for essential information prior to creating the list.

Category/Subcategory are used to filter on the customer communication preferences, so you do not need to add these to your BOXI report.


WALKTHROUGH – STEP 4 MAKE THE LIST PERMANENT Your results will show a hyperlink, lets adjust that:

right click on the ‘Build Staging Email List’ column and edit the format to read the cell contents as a Hyperlink


WALKTHROUGH – STEP 4 CONTINUED

Your list will now have an ID number. Click the ‘Make List Permanent’ link This will take you to the admin screen in Association Anywhere.


WALKTHROUGH – STEP 5 DEFINE SECURITY PARAMETERS

In Association Anywhere, the ECM module will now ask for security settings. Start/End date for the list Identify the users by name, role or Public


WALKTHROUGH – STEP 5 CONTINUED

Within the define privileges link, identify the users by name, role or Public

List is now ready to use!


LIST IS CREATED AND READY FOR USE

You will now see the list as a static list in Association Anywhere


SAME BOXI REPORT FOR ANOTHER DISTRIBUTION? What if you want to use the same report again? Issue: BOXI continues to use the same list ID Solution: Make BOXI think it is a new report

Save your report, if you had not already done so. Remove the ‘Build Staging Email List’ from the EDIT QUERY area and re-run the

report. (basically getting you back to STEP 1 – Creating your report) Repeat STEP 2 - Add ‘Build Staging Email List’ back and a new id number will be

created. Continue with Steps 3-5 to create the new mailing list.

Note: combined queries do not work for static lists


CREATE A DYNAMIC LIST FROM BOXI? This is more advanced, but actually, quite simple. Specific rules: Only select the customer ID as the result object On the edit query tab, there is a SQL button. Select this and copy the SQL.


CREATE A DYNAMIC LIST FROM BOXI (CONTINUED)? Within Admin>Mktg/Comm>E-

Communications>Distribution Lists Create New Lists Paste the SQL into the SQL Text area. NOTE: sometimes a blank line appears,

take this out


CREATE A DYNAMIC LIST FROM BOXI (CONTINUED)? After saving, set your privileges for the

list. You may then ‘TEST’ your list . Remember, only need the customer id

selected in the query.


DISTRIBUTION LISTS – CREATING ONE USING BOXI

OnDemand Segment within the AAUG Community Site Webinars Discussion

AAUG Meeting © ACGI Software. All Rights Reserved. March Agenda.

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