Kavi Help CenterKavi® Members Help
| Chapter 95. Send Template Blast to Company Representatives | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
Send customized email to a group of selected company representatives using email templates. Use variables in the email template that will be replaced with a company representative's personal information when the email is sent.
Send customized email to a group of selected company representatives using email templates.
Enter the company representatives's information into the search fields then click 'Search'. Leaving all fields blank will show you all the company representatives in the database. If you search by more than one field, e.g., purpose and company, the results will only show users that match both search criteria.
Company representatives have the choice of declining to receive email and can submit this choice when they signup. If you want to respect this preference, only the company representatives that wish to receive email will come up in the search.
Review the list of company representatives presented. If there are a very large number of company representatives in this group, you may not be able to see all of them on this page. However, email will be sent to the total number of company representatives indicated at the top of the page, even if you cannot view each individual here. If you are satisfied with this group, click 'Select' to compose your message.
If you do not have the group of company representatives you need, click 'Back' to try the search again. Entering more details in the search will result in a more focused group of company representatives.
The 'Custom Template' is ready for you to customize and send to this group of company representatives. If you would like to start with a different template, select a new template then click 'Change Template'.
NOTE: Edits made to templates on this page will be used only for the email you are currently sending. These edits will not be permanently saved and will not be used when email is sent automatically using these templates. If you want to permanently edit a template, use the Edit Templates tool.
Fields
- Name
The name of the template cannot be edited here. Use the Edit Template tool to edit this field.
- When Used
This describes the event in which this template would be used. This cannot be edited here. Use the Edit Template tool to edit this field.
- Variables
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Variables are used to represent information stored in the database. The variables available by default for email sent to a company representative are shown in the table below. The variables shown here may differ from those available on your site depending on how Kavi Members is configured and whether custom fields have been added for companies.
$custom_fieldname: Any custom fields will be listed by their database name. This will be identical to the column heading used for that field in the User Data Report.
Table 95.1. Template Variables for Companies
Variable Example $accepted_domains kavi.com $address 123 SW Main Street Portland, OR 97215 USA $admin_email admin@example.org $allow_membership 1 $city Portland $company_name Example Corporation $company_type Board,Member $country USA $deactivation_date Oct 7, 2004 $display_publicly Yes $edit_company_link http://www.example.org/kmembers/company/company_edit $expiration_date March 16, 2006 $last_modified 23 Aug 2004 16:24:35 GMT-7 $membership_status_link http://www.example.org/kmembership_info/membership_status?participant_key=12345678 $modification_time Dec 13, 2004 3:06 pm US/Pacific $name Example Corporation $org_name Example Organization $postal_code 97214 $purpose member $show_on_signup_form 1 $signup_date 21 Nov 2003 $state_province OR $status Active $street SW Main Street $url http://www.examplecorp.com - From
This will be populated with the name of the organization administrator.
- Cc
Enter any additional email addresses here.
- Subject
This will be populated with the template subject. You can edit this if you want to customize your message. The subject of an email will be the first thing a member will read. The subject should be clear, direct, and as specific as possible to inform the member about why they should read this message.
- Body
This will be populated with the template message. You can edit this if you want to customize your message. Type the body of your message in the text box. Use the available variables and your own text. Text can be formatted using spaces and line breaks, but HTML formatting is not allowed to ensure the security of mail sent to members from Kavi Members.
Preview the message in which the variables will be replaced with the company representatives's personal information. You can click the 'Preview Another' button to cycle through the entire set of email messages about to be sent. If you are satisfied with this message and are ready to send it to the group of users, click 'Send'. If you want to make more changes, click 'Back'. Email will immediately begin going out to company representatives when you click 'Send', although exactly when a company representative receives the mail can vary depending on the user's email service and Internet connection.
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| Chapter 94. Send Template Blast to Users |  |
Chapter 96. Manage Templates |