Gather E-mail Addresses and Textable Phone Numbers |
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Gather E-mail Addresses and Textable Phone Numbers |
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Gather E-mail Addresses and Textable Phone Numbers |
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Gather E-mail Addresses and Textable Phone Numbers |
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Use this tool to gather e-mail addresses or Textable phone numbers (that are converted to e-mail addresses). The carrier domain name is appended to each Textable phone number. The results can be copied to clipboard memory, then pasted into the BCC field of an e-mail client. To use the tool:
| 1. | Select Tools > Gather E-Mail Addresses...... from the Main Window's Menu bar. |
| 2. | Set the Selection Criteria: |
| • | E-mail Addresses or Textable Phone Numbers |
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If selecting from textable Phone Numbers, the Carrier name must be known and only numbers marked as "Ok to Text" are considered. See the E-Contacts dialog for more details. |
| • | Household Status or Club Name, Member Type, Member Status, and/or Member Code |
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Selecting records based on Club Name, etc. will only select e-mail and phone records for a member that meets that criteria. Additional e-mail and phone records may be included by selecting specific household contact types (i.e including 'Parent' will gather any parent e-mail or phone records associated to a member that is included in the criteria). |
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Older Legacy contact records that were associated to specific members by the Member Link field can still be gathered. Check the box to 'Use Legacy Linked Contacts'. |
| 3. | Click Run. The results are displayed in the E-mail Addresses/textable Phone Numbers area. |
| 4. | Choose Copy All to Clipboard or select a group and choose Cut Selection to Clipboard or Copy Selection to Clipboard. Switch to an e-mail client and Paste. |
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Do NOT paste all the addresses into the To: field; instead, paste them into the BCC: field. |
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The preferred type of e-mail separator can be set for each user under Admin > Users. |
| 5. | Click Close when finished. |
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E-mail addresses or textable phone numbers can also be collected from the Clubbers or Leaders grids. Filter and multi-select rows, then use the right click pop-up menu and choose one of the options to copy phone numbers or email addresses. |
