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UCB Convio E-mail Training Manual

October 2010

 

Convio E-mail Training Manual

The Convio Email Training Manual provides detailed instructions on sending emails through Convio. Complete with useful screenshots, it will show you how to send emails step by step. Additionally it covers setting up campaigns, groups, queries, and reports.

Required reading by all Convio Admins. Updated for 2010!

 

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Convio Personalization & Conditionals

April 2009

Personalization & Conditionals Manual

Personalize content in your emails. For example, "Dear John" as opposed to "Dear Alumni." 

Conditional content is just that, it lets you provide content to your constituents based on a condition, only viewable by that constituent group or criteria. The convenience is that you add this alternate content all in the same message.

 

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Convio Query Manual

April 2009

Query Manual

Step-by-step instructions on how to perform queries in Convio.  You can generate dynamic groups based on queries. These groups are rebuildable, meaning they will run a query to pick-up any new constituents who qualify for the criteria, or drop those who no longer qualify.

 

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Convio Clubs Documentation

May 2009

Convio Clubs

The following documentation supplements Convio's own documentation, by offering clarity on Berkeley specific tasks needed to create, maintain, and administer Convio clubs.

 

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CADS field values for Querying in Convio

CADS field values for Querying in Convio

Have you ever tried to do a query in Convio and the results were empty?  You may not be using the exact syntax of the field value. Use this chart to search for the exact values found in CADS.

Avoid using the CADS web interface for determining the values to query upon. This will produce inaccurate results.

This chart should be kept at your ready whenever you need to query within Convio for specific field values such as State (is it "California" or "CA"?), Country, Majors, Degrees, and more.

 

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