How do I use the Communications Page?

In order to use the communications page, you'll want to first login to your ChapterWeb account and click on the "Communications" tab. Once here, follow the steps below to send an email to either an individual member in your chapter, or a group of members.

Sending to Individual Members

  • Begin by deciding which group you would like your individual members to be listed in: To, CC, or BCC.
    …If you select "To" the person will receive the email normally and will also see their name in the "To" portion of the email message.
    …If you select CC (Carbon Copy) the person will receive the email message but will see their email listed in the "CC" portion of the email. This is usually used when the email is not directed at the person, but the person sending would like them (and the recipients) to be aware of the information included in the email.
    …If you select BCC (Blind Carbon Copy) the person will be copied on the email, but the "To" and "CC" recipients will be unaware that they are included in on the email. Their email address will not show up in the email message.
  • Begin typing in the recipients name into the text box. A drop down menu will appear as you begin typing. Select the person's name from the drop down menu to add them to the list of recipients (see the screenshot below).

      To

  • Once you have selected your intended recipients, create your email, attach any documents or images, and press "send" below (see screenshot below).
    Message

     

Sending to a Group of Members

  • In order to send to a group of members you can use the instructions above to type in each individual name, or you can use our Advanced User Selection Tool.
  • To open the Advanced User Selection Tool, click on the link located right above the "To" text box on the Communications page (see screenshot below).
    To
  • Once you click on this link a dialog box will appear with more options.
  • Use the filters on the left hand side to select which members you'd like to email. Remember: If you select a role and then status it will give you all members who are in that role containing that status. For example: "Patroness" and "Active" will give you all active patronesses. (See screenshot below).
    Screenshot3
  • Once you select the members you'd like to send your email to, they will auto-populate on the left hand side. Select either "To", "CC", or "BCC".
    …If you select "To" the person will receive the email normally and will also see their name in the "To" portion of the email message.
    …If you select CC (Carbon Copy) the person will receive the email message but will see their email listed in the "CC" portion of the email. This is usually used when the email is not directed at the person, but the person sending would like them (and the recipients) to be aware of the information included in the email.
    …If you select BCC (Blind Carbon Copy) the person will be copied on the email, but the "To" and "CC" recipients will be unaware that they are included in on the email. Their email address will not show up in the email message.
  • Each time you click "To" or "CC" the left hand side where the members are listed will clear out to allow you to add more members into the next group of either "To", "CC", or "BCC" recipients.
  • Click the "X" at the top right hand corner to exit out of the Advanced tool and to go back into your email (see screenshot below).
    Untitled-5 
  • Once you have selected your intended recipients, create your email, attach any documents or images, and press "send" below (see screenshot below).
    Message

Choosing Filters to Appear on the Left Hand Side of the Advanced User Selection Tool (Admins Only)

In order to change the filters that appear on the left hand side of the advanced user selection tool follow the steps outlined below:

  • Login to your ChapterWeb Account
  • Click on the "Settings" link on the top right hand corner of the screen (see item 1 below).
      Settings
  • Once in the Settings area scroll down until you see the Communication Filter check box area (see item 2 below).
  • Check the boxes next to the categories that you would like to appear in the Communications page.
    Communications
  • When you are done press the "Update" button below.