discourse-legacysite-perl/site/glist/templates/help/messages.html
2024-06-17 22:24:05 +10:00

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<title>Gossamer List - Help - Messages</title>
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<td><span class="help_header">Help - Messages</span> </td>
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<p>The Messages menu allows you to create and manage messages
that will be sent to your lists, as well as manage the messages
that have been created by your users. There are three options
within the Messages menu: Messages (displayed by default
when the menu is opened), Create Message, and Find Message.
Additionally, the Folders menu is displayed
at the left at all times while the Messages menu is being
navigated. </p>
<p><span class="helptitle">Messages</span><br>
The Messages menu allows you to manage messages that you
have created. A list of all messages is displayed, indicating
the message's subject heading, the date the message was
created and whether or not the message has any attachments
(indicated by the paperclip column to the left of the Subject
heading). This list can be sorted by subject or by creation
date in ascending or descending order by clicking on the
desired heading. <br>
<br>
- Messages can be deleted by clicking the checkboxes beside
the desired messages (click the checkbox at the top of the
menu to select all messages) and clicking the "Delete Messages"
button. </p>
<p>- Messages can also be organized into different folders;
see the "Folders" section below for details. </p>
<p>- Clicking on a message's subject allows you to modify
it (see "Modifying Messages" below). </p>
<p><span class="helptitle"><a name="create_message">Create Message</a></span><br>
Clicking the Create Message link displays a form allowing
you to define all aspects of a new message. <br>
<br>
- Note that all fields marked with an asterisk must be filled
in to create the message. </p>
<p>- Give the message a subject and the name it will appear
as being from when it is delivered. </p>
<p>- By default, the email address you entered while logging
in will be displayed in the three email address fields.
</p>
<p>- The "From Email" field should contain the email address
you want the message to be sent from. </p>
<p>- The "Reply to Email" field should contain the address
you want replies to the message to be sent to. </p>
<p>- The "Bounce Email" field should contain the address you
want messages that have been bounced to be sent to. </p>
<p>- Attachments can be added by clicking the "Browse" button,
selecting a file, then clicking the "Upload" button. </p>
<p>- You have the option of composing the body of the message
in text or HTML. If you select HTML, a plain text version
of the message will be autogenerated for email clients
that do not support HTML. If desired, you can enter the
text portion of the email manually. </p>
<p>- If you compose an HTML message, you can choose to check two options appearing beneath the message body. You can track the number of list subscribers who open the message. Additionally, if you include a link in the message, you can track the total number of clicks that link receives from all recipients of the message.
<p>- You can use any of the following tags to automatically
insert information specific to individual subscribers or
your administrative account: </p>
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<blockquote>
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<p><span class="body">&lt;%pro_first_name%&gt;</span> will
automatically insert the value entered in the "First Name"
field in the Account menu. <br>
&lt;%pro_last_name%&gt; will automatically insert the
value entered in the "Last Name" field in the Account
menu. <br>
&lt;%pro_company%&gt; will automatically insert the value
entered in the "Company Name" field in the Account menu.
<br>
&lt;%pro_url%&gt; will automatically insert the value
entered in the "URL" field in the Account menu. <br>
&lt;%sub_email%&gt; will automatically insert the subscriber's
email address. <br>
&lt;%sub_name%&gt; will automatically insert the subscriber's
name. <br>
&lt;%unsubscribe_url%&gt; will automatically insert the URL that the subscriber can click on to be removed from the list If you are creating an HTML message, you could create an unsubscribe link: &lt;a href="&lt;%unsubscribe_url%&gt;"&gt;Click here to unsubscribe &lt;%sub_email%&gt;&lt;/a&gt;. </p>
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<p>- Click the "Create Message" button when you are done or
click "Reset" to reset the form to its default values. </p>
<p><span class="helptitle"><a name="modify_message">Modifying Messages</a></span><br>
Click the desired messages subject, then click the "Edit" link to open the modify message form.</p>
<p>- Note that all fields marked by an asterisk must be filled
in while modifying messages. </p>
<p>- New attachments can be added by clicking the "Browse"
button, selecting a file, then clicking the "Upload" button.
</p>
<p>- Existing attachments can be deleted by checking the boxes
beside the desired attachments and clicking the Delete Attachments
button. </p>
<p>- Clicking the "Preview" link will display a print preview of the message. From the preview menu you also have the option of sending a copy of the message to an email address (such as one of your own) so you can see how the message will appear when your subscribers receive it. Enter the name and email address of the account you wish to send the message to and click "Send".</p>
<p>- Clicking the "Select Lists" link will display a
form allowing you to send the message to one of your lists
(see below for details). </p>
<p><span class="helptitle"><a name="send_message">Assigning Messages To Lists</a></span><br>
After checking the desired message(s), clicking the "Select Lists" link will display a menu allowing you to assign the selected
message(s) to one or more lists. </p>
<p>- Choose the lists you want the selected message(s) to be
sent to by checking the box beside the desired lists, or
check the box at the top of the form to select all lists.
</p>
<p>- You can view a list of all of the addresses in a list
by clicking on the desired list's number of subscribers.
</p>
<p>- Once you've selected the desired lists, click the Queue
Mailing button. Note that this will not actually send the
mailing, but only add it to the "Queued Mailings" folder
in the Mailings menu (which you will automatically be forwarded to), from which it can be sent. </p>
<p><span class="helptitle"><a name="search_message">Find Message</a></span><br>
Clicking the Find Message link displays a form allowing
you to search for messages using any search criteria. </p>
<p>- Enter values for the messages you are searching for (Message
ID, Subject, etc.), and define your search parameters in
the bottom section of the form. </p>
<p>- You can define the maximum number of messages you want
the search to display in the "Maximum Hits" field. </p>
<p>- If the "Match Any" box is checked the search will return
all messages containing any of the search criteria entered
in the search form. For example, a "Match Any" search for
messages with "update" in the Subject field and "admin"
in the From Name field would return all messages which contain
"update" in the Subject field, even if they did not contain
"admin" in the From Name field. </p>
<p>- Enter words that will be searched for in all fields in
the "Keyword Search" field. The "Sort By" drop-down menus
allow you to select whether to sort the search results by
message subject or creation date, and whether to sort the
results in ascending or descending order. </p>
<p><span class="helptitle">Folders</span><br>
The Folders menu allows you to create folders to organize
your messages in, as well as select which messages you want
to view in the main Messages menu. By default, there is
only one root folder in the Folders menu called "Messages".
</p>
<p>- New folders can be added by entering a name in the field
provided and clicking "Add". All new folders will appear
as submenus beneath the root "Messages" folder. New folders
cannot appear as submenus of other folders you've created.
</p>
<p>- Clicking on a folder's name will display all messages
contained within that folder in the main Messages menu.
If you have clicked on a folder you've created, you also
have the option of renaming the folder by changing it's
name in the field provided and clicking "Update", or deleting
the folder by clicking the "Delete" button. Note: Deleting
a folder will also delete all of the messages contained
within it. </p>
<p>- To move one or more messages to another folder, check
the boxes beside the desired messages, or check the box
at the top of the form to select all messages. Choose a
destination folder from the "Move to" drop-down menu, and
click the "Move" button. </p>
<p>&nbsp;</p>
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