Table of Contents | ||||||
---|---|---|---|---|---|---|
|
...
- Edit Profile - edit any of your key details to update your membership profile.
- Add Certification - you will be able to add a certification to your profile. This certification will then get reviewed by the required administrator.
- Add to Group - you will be able to subscribe or unsubscribe from an Email Campaign Channel if you no longer want to receive communications from this channel.
Edit Profile
When you are in the edit profile section you will see all your information. You will be able to update these information if required.
You will be able to update your information in three different sections - Key Details, Personal Information and Club Membership Additional Information
Key Details
Here you will be able to update the following information:
...
- First Name
- Last Name
- Email Address
- Mobile Number
- Date of Birth
Personal Information
Here you will be able to update the following information:
- Address
- Core Information
Club Membership Additional Information
Here you will be able to update any additional information that your club requires from you. Below is an example of what this additional information could be.
Certifications
...
Privacy Settings
In this section you will be provided with a list of all the members currently holding a certification in your club group.
The list is divided into two sections (tabs) - members and manage.
Members
For each member listed here you will be able to retrieve their certification status, the validity of their certification and the certification typeable to update the way how your information will get shared with others. You will be able to perform the following actions:
- You will be able to search for a particular certification by name.
- You will be able to apply specific filters to only find certifications matching your search criteria.
- Expires Before
- Certification Title
- Assignee Name
- Approver Name
- Status
- You will be able to change the amount of rows displayed in your certifications table.
Manage
In the manage section of certifications you will be able to approve, reject, revoke and delete certifications you have permission to manage. If there are any certifications that require review by you they will be listed here.
Transfers - to be continued
In the transfers section you will be provided with a list of members that are transferring to a new club.
The list of members is divided into 3 sections (tabs) - pending, approved and reject.
If any members listed here require your input these will be shown accordingly.
Clubs
In the clubs section of BowlsLink you will be able to find all information related to your club and any other clubs currently in BowlsLink and you have the permission to see.
Clubs
In the clubs sub-section you will be able to see all clubs that are currently active in BowlsLink. You will be given some club details without clicking into their club profile and you will be able to perform the following actions:
- You will be able to click onto the clubs' name to retrieve additional information about the chosen club.
- You will be able to sort the list of clubs differently by clicking on the different column headers.
- You will be able to search for a particular club by name.
- You will be able to apply specific filters to only find clubs matching your search criteria.
- Groups
- States
- You will be able to change the amount of rows displayed in your clubs table.
Groups
In the club groups sub-section you will be able to see all the club groups you have permission to see. You will be able to see the main group and any further sub-groups. It will also show you how many clubs are part of a particular club group and you will be able to retrieve the names of the clubs that are part of a particular club group.
Campaigns
When you are in the campaigns section you will be provided with a list of all campaigns currently available.
You will also be given the functionality to create new campaigns.
The list is divided into three sections (tabs) - sent, drafts and scheduled.
For each campaign listed here you will be able to retrieve further information through various actions.
Creating a campaign
When you create a new campaign you will need to go through a few steps to get the campaign to a state where it can be broadcasted to your desired audience.
Select "Create Campaign" from the top right-hand corner.
Each step requires further information to be provided into the specific fields listed here. The below steps need to be followed to create a new campaign successfully.
- Details - You will be asked to provided the following information:
- Campaign Name
- Subject
- Sender Name
- Reply-to Email
- Template
- After saving these details your campaign will be in draft status where you will be able to go through additional steps to finalise the campaign creation.
- Content Editor - Here you will be able to provide and style all the content you would like to be included in your email campaign.
- Schedule - In the schedule section of your campaign you will be able to specify when your campaign should be sent.
- Recipients - In this step you will be able to specify who should receive your email. You can either select recipient groups you have created previously or you can nominate individual recipients.
- Send Preview - During each of the four steps above you are able to send a test/preview for your email. You will need to provide an email address to send the test to. The system will then send the email at the current state.
- Clone and Delete - Here you will be able to duplicate your current campaign to use for other broadcasts or you can also delete your current campaign if it is no longer required.
After completing any of the above steps you will always be able to see if all required information has been provided for this campaign. You will then be ready for broadcasting your campaign.
Sent
In the sent tab of the listed campaigns you will find all campaigns that have been broadcasted to members. You will be able to retrieve statistics on the performance of the campaign such as:
- Campaign Name
- Date Sent
- Number of recipients
- Open rate
- Bounce rate
- More actions (e.g. Click through rate)
Drafts
In the drafts tab of the listed campaigns you will find all campaigns that are currently in draft status. These campaigns have not been broadcasted yet and can still get changed. You will be able to perform the same actions from the campaign creation section above.
Additionally you will be able to:
- search for a campaign by name.
- change the amount of rows displayed in your campaigns table.
Scheduled
In the scheduled tab of the listed campaigns you will find all campaigns that are currently scheduled for broadcasting.
set preferences for your name, mobile and email information.
Account
The account section will cover any payment requirements related to your membership.
Should there be any monies owing by you this will be shown here. You will also be able to register payments in this section. You can also download any invoices by clicking on the name.
Notes
The notes section will display any notes left against your profile by an administrative user.