1. Tools for Better Customer Communications An ACEware Webinar with Chuck Havlicek

2. Possibilities! Contacting an individualEmailing a classRegistration Confirmations/Receipts & CertificatesCourse Reminder & Follow-ups Emergency Email & SMS

3. 80% of smart phone users check their phone within 15 minutes of waking up

4. Contacting an Individual

5. Double-click email field

6. Name Quick Reports

7. As long as we’re talking about Student email... ?? How about Instructors ?? Same feature available on the instructor screen. Double-click email field

8. Creating HTML Email (a little help)

9. HTML Tool From aceware.com Customers/Student Manager Resources/Create HTML Emails

10. Emailing a Class

11. Quick Email to Class

13. Report of students who will receive email, and those without email addresses

14. Email options Send a carbon copy Include email signature Send yourself a copy Send instructor a carbon copy Include first name of student as salutation? Include attachment Meter Flow of Emails (to avoid internal Anti- Spam flag)

15. Mass Merge Email to Class Different because of additional options & because it’s based on a template

16. FYI – We’re offering a breakout session on editing email templates at our annual user’s conference in May Manhattan, Kansas May 18-20, 2016 ( Registration info already on our website)

17. Mail Merge Options Note the opportunity to make a log entry

18. You can also send “Stock” or personalized (mail merge) emails to your entire database. justafter(‘do mergmail’) Personalized Or justafter('=doemail()') Stock Message

19. Registration Receipts, Confirmations & Certificates

20. Registrations Confirmations, Receipts & Certificates are Transactional Email Messages Transactional emails have a specific informational purpose and are usually initiated at the request of the student 3X On average, a student will read transactional emails and store the message indefinitely

21. Your participants are frequently watching for this information Take advantage of the opportunity!

22. Receipts and Confirmations Registration Screen / Print Receipt

23. Mass email receipts Reports / Registrations / Receipts / Additional Report – Mass Email Receipts There is a Report Template in the Report Templates Area on our website Customers/Student Manager Resources/Report Templates

24. Editing Email Templates Module / Catalog / Email Templates

25. Course Reminders & Followups Automatic Manual

26. Automatic (mostly) Enable Course Reminders

27. Manual: Course Reminders for a single class Use “Send Mass Merge Email to Class” option on Course Quick Reports Select “Reminder Template”

28. Controlling Which Courses Get Reminders If you answer “No” during the setup, you can work on a course-by-course basis

29. Followups work similarly to reminders Enable in Preferences Build or install template Send to single course or all courses NOTE: A NEW Feature Released SM8.Ver.028 +

30. SMS & Emergency Email

31. Remember... for SMS to work Student must have a cell phone listed AND Opt In must be checked on name screen

32. If you want to learn more about SMS We have a webinar for that in Webinar Archive

33. SMS Messages can be sent to... Individual Class To all names in a report As an emergency message to everyone with a class that meets on a specific day

34. SMS Messages to an Individual Very similar to sending an individual an email... From the name screen, double-click the “Cell Phone” field to open the SMS screen

35. SMS Messages to a Class All, Date & Select Functions are available options

36. SMS Messages Templates Class Reminder Run from Tools / Email Student Reminders

37. Send SMS Message to Names in a Report justafter("do massSMS")

38. Emergency SMS Messages You will be ask for the date of emergency

39. You can edit or create new SMS templates from Module / Catalog / SMS Templates Chuck, can I edit the SMS Templates? Excellent help is available for editing templates in our Online Help page

40. Emergency Email Tools / Emergency Email Fill in date of emergency The templates pull your organization’s name from the “Org Default Preferences” and substitutes the contents for Your University in the message

41. Location specific emergency email You will be ask for the specific dates and the location/building and, will have an opportunity to edit the existing text

42. Yea.. Even More e-mail Marketing Tools… SHOUPCLS() Allows you to send a personalized email to a student that Lists upcoming courses, that match his/her interest profile! DOEMAIL() Can send a standard email (with HTML or plain text) to Select groups of student/prospects in your database NOTE: The “Last Minute” email some of you received yesterday was created with the HTML builder tool and sent out via DOEMAIL()

43. SHOUPCLS (example) Inserted into an email, the user gets a list of upcoming classes.. AND you can Link them DIRECTLY to your ACEweb Check out page!

44. Questions????

45. Did you get your February newsletter ? If you did, you already know about our next webinar!

46. Understanding Payments & Deposits February 17, 2016, 1:30 PM Central

47. ACEware 20th Annual Users’ Conference May 18– 20, 2016 / Hilton Garden Inn, Manhattan Kansas