Email Lists 2.0

Email Lists 2.0

We’ve just made some big updates to Email Lists!

New name

They’ve been “Mailing Lists” until now because they included an option to create postal labels for people without email addresses. However, everybody has switched to a better option that’s available in Person Labels, so we removed the “postal” option and updated the name. Not only does this make Email Lists easier to use, it also makes them significantly faster!

audience_ready

Followers

Visitors and members of other churches can now join your list when you add them as Followers. Later this year, we’ll add an option that will allow them to add themselves from your church’s web page.

add_follower

More file options

You’ve been able to send a variety of file types as attachments in messages but mail provides – like Gmail – block many of them as security risks. To ensure that your messages and files reach your audience, we now save the files on eAdventist and insert links to them in your message. Now you can send file types that are often blocked (e.g. Word, Excel, PowerPoint), knowing that all of your audience will receive them.

Updated editor & layout

The updated toolbar makes it easier to personalize your messages. Click the new “Merge fields” button to insert a placeholder for “First name” or “Last  name”. The layout and fonts have been updated to ensure that your messages look their best in any mail software and any device.

Add photos and images to your message and resize them, if necessary. To ensure that your message is not blocked, each image file is stored on eAdventist and your message contains a link to it.

edit_message

Here are some articles to help you get started:

Starting an Email List

Creating a Message

Reclaimed: Welcome Back (Updated)

Reclaimed: Welcome Back (Updated)

NOTE: In April 2017, we added a new “Reclaimed” option to eAdventist, as requested by @GCArchives. However, the NAD Secretaries Council discovered that “Reclaimed” would not be counted as membership increase, so this process has been updated to ensure that your membership is reflected accurately.

tl;dr – The only change is that you add these members by “Baptism” instead of “Reclaimed”. eAdventist can still identify these members because of the “Start Reclaim” entry.

Below is the updated version of the article we published in April.


It’s a great day when a former member decides to rejoin the church family. When someone who has been “Removed” from membership decides to rejoin, click the “Change Status” button and choose “Start Reclaim”.

ChangeStatus_StartReclaim

The person’s “Status” will be changed to “Nonmember”. If the person is rejoining a different church, you can the use “Change” button (next to the Church) to move them to the appropriate church.

Person_Nonmember

The History and Statistics screens will now show this initial change.

Statistics_StartReclaim

Next, click the “Change Status” button and choose “Baptism”.

New_ChangeStatus_Baptism

 

This will change the person’s “Status” to “Member” and will indicate that they rejoined “by Baptism”.

New_Person_Reclaim

 

Both the History and Statistics screens will now show these 2 steps. Any “Reclaimed” entered between April and December of 2017 will look like the entries circled in red.

New_Stats_Reclaim

 

Naturally, eAdventist allows you to undo “Start Reclaim” and “Baptism” statistics in case you ever need to correct a mistaken entry.

The “Reclaimed” column that was added to eAdventist’s statistical reports has been taken out. Any “Reclaimed” entered between April and December of 2017 will be counted in the “Baptism” column.

Let us know if you have any other questions about these changes. You can find more information about “Reclaiming” in this knowledge base article.

 

Reclaimed: Welcome Back

Reclaimed: Welcome Back

NOTE: The process for recording “Reclaimed” in eAdventist has been updated beginning in 2018. See Reclaimed: Welcome Back (Updated) for the details.

It’s a great day when a former member decides to rejoin the church family. We’re making a change to eAdventist help you track these events. Until now, clerks have recorded both new and former members rejoining as a “Baptisms”. Now, the former members will be recorded as “Reclaimed”.

When someone who has been “Removed” from membership decides to rejoin, click the “Change Status” button and choose “Start Reclaim”.

ChangeStatus_StartReclaim

The person’s “Status” will be changed to “Nonmember”. If the person is rejoining a different church, you can the use “Change” button (next to the Church) to move them to the appropriate church.

Person_Nonmember

The History and Statistics screens will now show this initial change.

Statistics_StartReclaim

Next, click the “Change Status” button and choose “Reclaim” (instead of “Baptism”).

ChangeStatus_Reclaim

This will change the person’s “Status” to “Member” (just like “Baptism” would) but will indicate that they rejoined “by Reclaim”.

Person_Reclaim

Both the History and Statistics screens will now show these 2 steps.

Stats_Reclaim

Naturally, eAdventist allows you to undo “Start Reclaim” and “Reclaimed” statistics in case you ever need to correct a mistaken entry.

We are currently updating all of the statistical reports to include a new “Reclaimed” column. If you run these reports for any quarter earlier than 2nd Quarter, 2017 the “Reclaimed” column will always be zero because they are included in the “Baptism” column. From 2nd Quarter, 2017 on, the “Reclaimed” column will show them separate from the “Baptism” column.

Let us know if you have any other questions about the new “Reclaimed” statistic. You can find more information about “Reclaiming” in this knowledge base article.

 

New mail/phone/email options for Officers

We’ve just updated Officers to provide more options for church officers, conference and school workers who prefer to have a different address, phone or email for their “office” than their home address, phone or email. Choose the options on the Officer screen.

Edit Officer screen

These settings are used everywhere that the officer’s information is displayed — the Officer Info popup, Officer LabelsConference Directory, the “Contact” tab of the Organization screen and the “Offices” tab of the Person screen.

officer_info

person_offices

New “Conference Clerk” office title

We have added “Conference clerk” as an office title. Strangely, it hasn’t really been needed until now. This new office is used on the “Contact” tab of each conference’s Organization page. It will also be used to send email announcements specifically for conference clerks.

Merry Christmas from our team.

Streamlined family changes

Young Family Having Fun In Park

 

The “Change Family” screen has been a challenge — particularly for new clerks — because it combined several different types of changes on a single screen. If it has ever tripped you up, you will appreciate the way it has just been streamlined to make it faster and more intuitive.

Choosing a new Primary Contact is now a single, separate step. Just click on the new “Change” button beside the Primary Contact’s name on the “Person” screen (below).

"Person" screen with new "Change" button for Primary Contact.

“Person” screen with new “Change” button for Primary Contact.

This is what you will see when you click the “Change” button. Choosing a new Primary Contact is now faster and clearer.

Choose a Primary Contact.

Choose a Primary Contact.

The “Change Family” button is now exclusively for moving the person to a different family — a new one or an existing one. If the person you are trying to move is the Primary Contact, eAdventist will let you know if you need to choose a new one first.

primary_contact_alert

Here is the new, streamlined “Change Family” page. Enjoy.

change_family

Smoother transfers!

Woman Its Done

Church and conference clerks spend a lot of time on membership transfers, so we want the process to be as smooth and efficient as possible. Here is how they just got even smoother!

Where did my “vote” links go?

Transfers

 

The first change you’ll notice is that (#1) the “vote” links are gone. Just click the “view” link to view or vote. Next, (#2) you now have the ability to filter the transfers list by last name and/or church – especially helpful for large conferences. Finally, (#3) the “Print Pending” button has been moved for a “cleaner” look.

Adding a request

Request

No changes here.

“Filter” power

Filter transfers

Filtering the transfers list by name or church makes it easier to process an entire family or group. Your filter values “stick” until you change them or log out. NOTE: Filtering also helps you find past transfers since it ignores the “days to show” setting and searches back to the beginning of time (eAdventist time, that is).

The new “view”

View transfer

The “view” link now takes you to a clear picture of the transfer process with (#1) a “Grant/Deny” or “Accept/Decline” button when it’s your turn to vote.  (#2)”Withdraw” and “undo” links are easy to find and use.

Entering a vote

Vote transfer

No changes here, either.

You just entered a vote…

Voted transfer

This is where we have improved the “flow”. After entering a vote, you return to the “Transfer” screen where you can see the results of your changes with easy access to “undo” or the next voting step. Click the “Back to transfers” to choose another transfer.

Going back

Back to transfers

The other big change is that (#1) the “Back to transfers” link returns to the same tab (e.g. “To grant”, “To accept”, “Completed”, “Withdrawn”) on the “Transfers” page that you started from. This makes it much easier to process a batch of transfers — an entire family, for instance. As a bonus, (#2) eAdventist no longer needs to automatically take you to the just-voted transfer’s new tab, so you spend less time waiting for the “Transfers” list to load.

That’s it. Essentially the same process with a few small but powerful changes to make transfers even easier to process. A big thank you to Susan Hess (Florida Conference) and Claudya Barrientos (Potomac Conference) for their help on this.

 

The Buttons Are Back

Social Media Button

As eAdventist has gained new options and features, the number of buttons has grown. To “de-clutter” eAdventist, the design team combined the long rows of buttons into a single drop-down listbox with a “Go” button beside it. This looked much cleaner but made it challenging for people to find features — even experienced eAdventist users

Dropdown_with_Go

To end the “Hide and Seek”, we’ve brought the buttons back with a new, “clean” design that avoids the previous clutter.

With_Buttons

Person

Person

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After

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Transfers

Before

Before

After

After

After - replaces "Request New Transfer to Offsystem" button

After – replaces “Request Transfer to Offsystem” button

Officer Labels

Before

Before

After

After

Committees

Before

Before

After

After

Enjoy the new low-clutter buttons.