smartsimple communication tools
DESCRIPTION
An overview of SmartSimple communication tools.TRANSCRIPT
Tools to Communicate
with Your Community
Methods of Communication
A question for you…
Which SmartSimple tools do you use to communicate with your applicant community
and other stakeholders?
Communication Tools
• SmartSimple Email• Quick Message• Group Email• Pin Board• Discussion Groups• Email Broadcast • Outlook Email with the SmartSimple add-in• Web Form• Workflow Email
SmartSimple Email
How SmartSimple Email Workshttp://www.smartsimple.org/wiki/index.php/How_SmartSimple_Email_Access_Works
• Click on any email address, regardless of the application or feature that you are using, and the Message Center will allow you to compose and send an email message.
• When you save an email to a contact record, it will be visible to anyone that can view that contact.
SmartSimple Email
Quick Message
Using Quick Messaginghttp://www.smartsimple.org/wiki/index.php/Using_Quick_Messaging
• You can send instant messages to people within your copy of SmartSimple.
• These messages are stored in the recipient’s inbox, and are also displayed in the sender’s quick message outbox.
• You can send a quick message to someone that is currently online by clicking on his or her name in the People Online list.
• If the person is not currently online, then you can click on the quick message icon for that person in the organization chart, which is located in the users list or external contacts list.
Quick Message
Group Email
• Use the Application Search criteria to display a filtered list of applications
• Select the desired applications• Group Email• Select the appropriate email template• Select the recipient roles within those applications• Send
Group Email
Group Email
Pin Board
Using the Pin Boardhttp://www.smartsimple.org/wiki/index.php/Using_the_Pin_Board
The Pin Board is used to post general interest messages for everyone in your SmartSimple system to see.
Pin Board
Discussion Group
Using Discussion Groupshttp://www.smartsimple.org/wiki/index.php/Using_Discussion_Groups#Overview
The Discussion Groups feature provides the ability to facilitate discussions among groups of stakeholders with similar interests.• You can create any number of discussion groups.• You can Internet-enable a discussion group, connect to your web
site, and the public can participate in the discussion.• Multiple discussions can be combined into a single discussion view.• When a new discussion item is added, it is flagged with the “new”
flag for all users. Once a specific user has reviewed the item, the flag is removed for that user.
Discussion Group
Email Broadcast
Sending Email Broadcastshttp://www.smartsimple.org/wiki/index.php/Category:Email_Broadcast
The Email Broadcast application provides a powerful communication tool that can be used in conjunction with other applications in SmartSimple. This application can be used in a wide variety of ways within your company, including:• Newsletters and updates for customers, internal staff, and
applicants• Invitations to events that can be linked to a public calendar• Links to surveys or contests
Outlook Email with the SS add-in
SmartSimple Outlook Synchronizationhttp://www.smartsimple.org/wiki/index.php/SmartSimple_Outlook_Synchronization
Use this program to send and save emails to any application in your SmartSimple systems, or as an activity associated with your profile.
Outlook Email with the SS add-in
Web Form
Web Formshttp://www.smartsimple.org/wiki/index.php/Web_Form
A Web Form is just that - a web-enabled form used to gather information from people. Common uses would include surveys and registration forms. These forms can be completed anonymously or by credentialed users.
Web Form
Workflow Email
Workflowshttp://www.smartsimple.org/wiki/index.php/Category:Workflows
SmartSimple's Workflow product can be configured for automation of tasks based on your existing processes.
You can create and apply a workflow to applications, or other types of objects such as folders, companies, and people.
For example, a specific Smart Folder or group of contacts may require a defined approval process associated with a specific role or person.
Workflow Email
Workflow emails are typically sent to the applicant, foundation staff, reviewers and other contacts associated with an application each time the status changes. These emails can be created based on templates, which pull details from the system.
Workflow Email
Questions