If you send similar messages regularly they can be saved as standard message templates and recalled for use again later. In that way you do not have to compose them each time.
To create a standard message, compose the message and then click on Save as standard message.
When saving, you will be asked to give the message a name. Your u3a should specify a standard naming convention to make it easier to find Standard Messages in the Load Standard Message drop-down list.
Note that attachments and images are not saved, only the text of the message.
To re-use a standard Message, select from the Load standard message drop-down list. You may edit the message before sending it (that does not affect the template).
Old Standard Messages that are no longer required should be deleted to keep the list tidy (select it in the drop-down list and click on Delete Standard Message).
Email Footers and Unsubscribing from Emails
Beacon does not have a facility for unsubscribing from receiving emails, so you may wish to consider including some text as a footer at the end of your Standard Messages giving details of who to contact should a member wish to unsubscribe.
Such a footer could also be used for showing your u3a's Charity Number, names of key officers or who to contact for further information.
Templates for Copying
The text below can be copied and pasted when creating Standard email templates for New Member Welcome and Renewal Confirmation:
WELCOME TO (add your u3a name) u3a
Dear #FAM,
We would like to welcome you as a new member of #U3ANAME.
Please check that your details shown below are correct and let us know by return email if any changes are required or if there is any additional information that can be added.
You can find out more about #U3ANAME on the xxx website (add link)
If you go to the xxx page in the website (add link) you will see details of how you can log in to the Members Portal where you can update your personal details and view additional Groups & Calendar information that is not available to the general public.
We look forward to seeing you at our future meetings and events,
Best regards,
The Membership Team
#U3ANAME
-----------------------------------------------------
Name: #TITLE #FORENAME #SURNAME
Familiar name: #FAM
Address:
#ADDRESSV
Email address: #EMAIL
Home phone: #TELEPHONE
Mobile Phone: #MOBILE
Emergency Contact: #EMERGENCY
Membership number: #MEMNO
Affiliation: #AFFILIATION
Membership Class: #MEMCLASS
Membership Renewal Date: #RENEW
MEMBERSHIP RENEWAL CONFIRMATION
Dear #FAM,
Thank you for renewing your membership of #U3ANAME. Please check the details about you below and let us know by return email if any changes are required or if there is any additional information that can be added.
Best regards,
The Membership Team
#U3ANAME
-----------------------------------------------------
Name: #TITLE #FORENAME #SURNAME
Familiar name: #FAM
Address:
#ADDRESSV
Email address: #EMAIL
Home phone: #TELEPHONE
Mobile phone: #MOBILE
Emergency contact: #EMERGENCY
Membership class: #MEMCLASS
Membership number: #MEMNO
Affiliation: #AFFILIATION
Next renewal date: #RENEW
Revision History
v1 |
2021-05-12 |
Graham Tigg |
First version in revision history |
v2 |
2022-11-07 |
Graeme Bunting |
Suggestions for email footers and unsubscribe text added |
v3
|
2023-08-20 |
Graham Tigg |
Noted that images are not saved in standard imessages |
Comments
0 comments
Please sign in to leave a comment.