Contents
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Contents
Index
Recently Updated
Email & Texting
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Email & Texting
Email and Texting
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Emails
Special Links
Drafts and Templates
Managing Emails
Texting
Emails
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Sending Emails
Video
Basics Steps for Sending Emails
Options for Adding Recipients
Add Person to Email
Add CC/Reply-To
Use Cases for CC and Reply-To
Creating a New Email from an Existing One
Email Footers
Include an Unsubscribe Link
Include Your Church Name and Physical Mailing Address
Unsubscribe Link
How to Use Unsubscribe in your Emails
What Does the Recipient See
Manually Unsubscribe a Recipient
Email/SMS Replacement Codes
All Emails
Email Related Replacements
Personal Information
Contribution Statement Options
Extra Values
Replacements for Members of a Division
Drop Membership from an Involvement
Involvement Context - Confirmations, Reminders, Normal Email
Confirmation Emails
New User Email
Contribution-Related Email Templates
Recurring Gift Notice
Pledge Replacements
Continue Registration Link Email
DiffEmailMessage or NoEmailMessage
CreateAccount
SMS Texting Replacement Codes
Scheduler
Ticketing
Emailing Files, Images (Pictures), or Videos
Why send links instead of attachments?
Important Caveats
Instructions for Using Email Builder
Instructions for Using the Older Editor
MailChimp Integration
TouchPoint Setup for MailChimp Integration
Step 1 - Create a User Account on MailChimp
Step 2 - Add Python and SQL Scripts to your Database
Step 3 - Set up your Mailing List involvements in TouchPoint
Step 4 - Create a Mail Chimp Campaign and Send an Email
Unsubscribe
Your MailChimp Account
Python Script: MailChimpSync
SQL Script: MailChimpMembersOfOrg
SQL Script: MailChimpOrgsSql
TouchPoint Mailing List Involvements
Required MailChimp Extra Value
Optional Extra Values
Public Emails
Make Public Before Sending
Find the Link and Post It
Make Public and Post After Sending
Make a Public Email Private
Schedule Email
Who Can Schedule an Email
How to Schedule an Email
How to Cancel a Scheduled Email
Schedule Email for Current Involvement Members
Parent/Child Involvements - Emailing
Email Leaders and/or Members Under Parent Involvement
Using Search Builder to Email Parent/Child Involvement Members and/or Leaders
Tracking Emails
Track Opens
Track Links
Special Links
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MyData Accounts
Create Vote Links in an Email
Create Send Links in Emails
Create RSVP and Regrets Links in Emails
Create Register Links in Emails
Special Links for Online Registrations
Drafts and Templates
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Email Drafts
Create and Save a Draft
Edit a Saved Draft
Send a Saved Draft
Share Saved Drafts
Email People - Tips and Suggestions
What Is a Target Audience?
Why Use a Target Audience?
Sending Targeted Emails Using the Blue Toolbar
Features and Tips for Sending Targeted (Mass) Emails
Email Templates
What Are Templates?
Copying Templates
Starter Templates
Technical Knowledge about Templates
Notes on Templates Created with the Original Editor
Getting Started
Creating Templates with Email Builder
Modifying the Supplied Example Template
Email Templates and Roles
Using Email Templates
Recreate Empty Template for your Database
Managing Emails
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Email Management
Filters
Email List
More Email Management Tools
Sent Email Notice
How to Use this Notice
Email Details
Access Email Details
Contents of the Details Page
Creating a New Email from Details of Existing Email
Tracking Emails
Sent Emails
Received Emails
Email Optout
When will an Optout / Unsubscribe be overridden?
Add an Optout
Remove an Optout
User Email Delegation
To Delegate a User
To Edit or Remove Permissions
To Email on Behalf of a User
Tracking Emails Sent on Behalf of Another User
Failed Email Notices
The Bounce Email List
The Spam Report List
What You Should Do About Spam Reports
Mass Email Policy
Texting
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Texting from TouchPoint - Overview
Benefits
How Quickly Are Messages Sent?
Getting Started
Establish an Account with Twilio
Twilio Account
Configure Your Twilio Account for Two-Way SMS
Receiving Calls and Texts
Establish an Account with Powered By Text (PBT)
Powered By Text Account
Texting with Powered By Text (PBT) and/or Twilio
Set Up TouchPoint for Texting
Completing Setup for Twilio
Completing Setup for PBT
Configuring Users and Groups
Facts re Groups, Numbers, and Users
Texting: Opt-In
How to Send Texts via TouchPoint
Send a Text
Multimeda Messages (MMS)
Including Special Links in Text Messages
URL Shortening
Tracking Texts
Managing SMS Messages
Sent Tab
Received Tab
Reply Words Tab
Blue Toolbar Functions
