Kavi Help CenterKaviŽ Members Help
| Chapter 94. Send Template Blast to Users | ||
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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 users using email templates. Use variables in the email template that will be replaced with a user's personal information when the email is sent.
Send customized email to a group of selected users using email templates.
Enter the user's information into the search fields then click Search. Leaving all fields blank will show you all the users in the database. If you search by more than one field (e.g., name and company), the results will only show users that match both search criteria.
You may enter full or partial text in the search fields. For example, entering a first name of 'jo' into the search field will match first names of 'Billy-Joe' and 'Joelene' as well as 'Jo'.
Users have the choice of declining to receive email and can submit this choice when they signup. If you opt to respect this preference, only the users that wish to receive email will come up in the search.
Review the list of users presented. If there are a very large number of users 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 users 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 users you need, click Back to try the search again. Entering more details in the search will result in a more focused group of users.
The Custom Template is ready for you to customize and send to this group of users. 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 Template tool.
Fields
- Name
The name of the template. This 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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A list of the variables that are available to be included in the template text. Variables are used to represent information stored in the database. The variables available by default for email sent to a user 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 users.
$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 94.1. Template Variables for Users
Variable Example $address 123 SW Main Street Portland, OR 97215 USA $admin_email admin@example.org $cell_phone 503-555-1212 $change_password_link http://www.example.com/kbl?k=123456 or http://www.example.com/kmembers/person/change_password The shorter link is sent when the user has requested a new password. The longer link is sent when a user already has a password. It takes the user to the change password page where they can change their username and password. $city Portland $company_name Example Corporation $contact_types Primary Contact $country USA $deactivation_date Oct 7, 2004 $display_publicly Yes $edit_person_link http://www.example.org/kmembers/person/change_personal_info/ $fax_phone 503-555-1213 $first_name Jane $home_phone 503-555-1214 $last_modified Dec 3, 2004 $last_name Doe $membership_status_link http://www.example.org/kmembership_info/membership_status?participant_key=12345678 $middle_name Lee $modification_time Dec 13, 2004 3:06 pm US/Pacific $org_name Example Trade Association $postal_code 97214 $primary_email janedoe@example.org $purpose company_rep $receive_email Yes $renewal_link http://www.example.org/kmembership_info/renew_membership?k=12345678 $salutation Ms. $secondary_email Jane@example.org $signup_date 21 Nov 2003 $state_province OR $status Active $street SW Main Street $title Director of Communications $user_fullname Ms. Jane Doe $username janedoe $work_phone 503-555-1215 - 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 user'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 users when you click Send, although exactly when a user receives the mail can vary depending on the user's email service and Internet connection.
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| Chapter 93. Send Simple Email |  |
Chapter 95. Send Template Blast to Company Representatives |