Autoresponder for Constituents added Manually

Tracy Monson

Hi,

We add many contituents to our e-newsletter mailing list by either using the "Add Many Contacts" feature in the Constituent 360 module or by uploading a spreadsheet of new contacts into the e-newsletter group.  Is there a way to trigger the standard e-newsletter sign-up autoresponder so that constituents who are added to the group through one of these two processes receive it?  Thanks in advance for any help that you can provide.

Thanks,

Tracy

Michael

Nope

The registration autoresponder is only fired off based on user-initiated action, not on file uploads or data entry.  You'll want to create a Welcome e-mail (just dupe your existing new user AR if you want) and send it to those new people manually -- you did make sure to include them in their own group... right? 

Probably rather than manually create new records, a better way would be to use the constituent upload process -- then you can always make sure they are in seperate upload groups.  That makes segmenting them out for welcome emails much easier.  Another option would be to create an API-based form using the "create" method, and setting the switch for "no_welcome" to "n" -- that way, when you key in the record they'll get the AR automatically.  You can also add them to groups and interests on one page that way too (if you build it that way, anyway).

Tracy Monson

Michael :

Nope

The registration autoresponder is only fired off based on user-initiated action, not on file uploads or data entry.  You'll want to create a Welcome e-mail (just dupe your existing new user AR if you want) and send it to those new people manually -- you did make sure to include them in their own group... right? 

Probably rather than manually create new records, a better way would be to use the constituent upload process -- then you can always make sure they are in seperate upload groups.  That makes segmenting them out for welcome emails much easier.  Another option would be to create an API-based form using the "create" method, and setting the switch for "no_welcome" to "n" -- that way, when you key in the record they'll get the AR automatically.  You can also add them to groups and interests on one page that way too (if you build it that way, anyway).

Thanks, Michael, that is very helpful.  We are using the upload process and assigning them to a group as part of that process.  Is the API-based form something that can be built through Convio, or would we need to generate that elsewhere?

Thanks,

Tracy

Michael

Tracy Monson:

Thanks, Michael, that is very helpful.  We are using the upload process and assigning them to a group as part of that process.  Is the API-based form something that can be built through Convio, or would we need to generate that elsewhere?

Thanks,

Tracy

You can build it on any site, but I would suggest you build it in Page Builder for sake of ease (or on your site where ever you want, I guess, if you are a CMS client).  You can even design it as an Admin-only page if you wanted to.  Still, as with other API things, this is something you'd have to build on your own.  Convio has a canned API JavaScript library that might help you if your new to the Open world.  Also, check out the Convio Open forum, you'll get plenty of help there.

By way of example, this is our default e-mail signup form.  It uses the API via a server-side proxy -- not exactly what you'd be doing, but its the clearest example I can come up with quickly...

http://www.care.org/modules/signup/3.0/index.asp

Tracy Monson

Michael :

You can build it on any site, but I would suggest you build it in Page Builder for sake of ease (or on your site where ever you want, I guess, if you are a CMS client).  You can even design it as an Admin-only page if you wanted to.  Still, as with other API things, this is something you'd have to build on your own.  Convio has a canned API JavaScript library that might help you if your new to the Open world.  Also, check out the Convio Open forum, you'll get plenty of help there.

By way of example, this is our default e-mail signup form.  It uses the API via a server-side proxy -- not exactly what you'd be doing, but its the clearest example I can come up with quickly...

http://www.care.org/modules/signup/3.0/index.asp

Great, thank you.