Create Vote Links in an Email
Vote Links are one of several special links you can compose in an email
to send to a target group.
View a short demonstration of creating and using a Vote Link.
Before you can send a VoteLink
there are a few steps you need to take:
- Organization: Have an active Organization into which the people will be enrolled
- Registration Type: Set to Join Org
- Messages Tab: Select an Online Notify person
- Messages Tab: Compose the Confirmation email if you want one to be sent
(you have the option to send it or not)
- Recipients: Find the target audience to receive your email
Selecting the right audience is vital
to the success of your email effort.
So, be very careful when creating your search,
in order to ensure that you have
the correct group to receive your Vote Link.
Create a Vote Link
- Step 1
Select your target group using either Search Builder, a Tag,
an entire organization, or a sub-group within an organization.
Then select Blue Toolbar > Envelope > Email > Individuals.
Select a template and enter the Subject.
Click in the body of the email and compose your message.
- Step 2
Using your mouse, highlight the portion of your text
that you want the reader to click.
This will become the link.
Now select the gold link icon in the toolbar
to open the Create Special Link dialog box.
Alternatively, click the Special Links button above the toolbar to
open the Special Links builder.
- Step 3
Select the Type Vote Link from the drop down menu.
Then enter the OrgID# in the OrgID/MeetingID# field.
Enter the Message you want to display on the screen
after the person clicks the link.
This is not the same as the email confirmation.
Enter the name of the Sub-Group
into which he will be placed
when he clicks the link.
Select either ”Yes, send confirmation” or “No, do not send confirmation”
from the Confirmation drop down.
Then click OK to save the link information.
If you are including more than one vote link in this email
repeat step 2-3 above for each link.
- Step 4
Complete the email and then click Save.
Send a test email by clicking Test (Send To Yourself).
Once you are satisfied that the email is correct, click Send.
If you select “No, do not send confirmation email”,
you still need an Online Notify Person selected
on the organization Registration > Messages tab.